Latest Institutional Transactions on Vanguard Total Stock Market Et (VTI)
This table provides information on the latest institutional transactions involving Vanguard Total Stock Market Et (VTI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-78- 5.95% |
$18.2K - $20.3K
|
1.23K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
162+ 8.48% |
$37.7K - $42.1K
|
2.07K
$620K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8+ 0.13% |
$1.86K - $2.08K
|
6.37K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
412+ 43.74% |
$95.9K - $107K
|
1.35K
$405K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 8.86% |
$428K - $478K
|
22.6K
$6.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.79% |
$931 - $1.04K
|
228
$68.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
816New |
$190K - $212K
|
816
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
786New |
$183K - $204K
|
786
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-420- 10.01% |
$97.8K - $109K
|
3.78K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.67% |
$3.49K - $3.9K
|
2.21K
$661K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.79KNew |
$1.81M - $2.03M
|
7.79K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 3.38% |
$353K - $394K
|
43.4K
$13M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-676- 2.1% |
$157K - $176K
|
31.6K
$9.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 59.85% |
$316K - $353K
|
911
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14- 0.09% |
$3.26K - $3.64K
|
16.1K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$320K - $358K
|
1.38K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 2.89% |
$5.82K - $6.5K
|
890
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-5- 0.33% |
$1.16K - $1.3K
|
1.51K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
29+ 4.87% |
$6.75K - $7.54K
|
625
$187K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-400- 7.41% |
$93.1K - $104K
|
5K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
2.38KNew |
$553K - $618K
|
2.38K
$711K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
36+ 1.37% |
$8.38K - $9.37K
|
2.66K
$796K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
123K+ 199.63% |
$28.7M - $32.1M
|
185K
$55.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-35- 1.53% |
$8.15K - $9.1K
|
2.25K
$673K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-390- 7.16% |
$90.8K - $101K
|
5.06K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-112- 0.7% |
$26.1K - $29.1K
|
16K
$4.78M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
91+ 0.74% |
$21.2K - $23.7K
|
12.4K
$3.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.74K- 29.33% |
$404K - $452K
|
4.18K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-100- 11.11% |
$23.3K - $26K
|
800
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.76KNew |
$643K - $719K
|
2.76K
$827K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
148+ 1.3% |
$34.4K - $38.5K
|
11.6K
$3.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
102+ 2.1% |
$23.7K - $26.5K
|
4.96K
$1.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
92+ 4.95% |
$21.4K - $23.9K
|
1.95K
$583K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.45% |
$1.86K - $2.08K
|
542
$162K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
833New |
$194K - $217K
|
833
$249K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-150- 15.0% |
$34.9K - $39K
|
850
$254K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4- 0.48% |
$812 - $953
|
827
$247K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
16.1KNew |
$3.27M - $3.84M
|
16.1K
$4.82M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
248KNew |
$50.4M - $59.1M
|
248K
$74.1M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
873New |
$177K - $208K
|
873
$261K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22New |
$4.47K - $5.24K
|
22
$6.58K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
562New |
$114K - $134K
|
562
$168K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-65- 18.16% |
$13.2K - $15.5K
|
293
$87.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.04KNew |
$211K - $248K
|
1.04K
$311K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.21% |
$203 - $238
|
468
$140K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-50- 3.83% |
$10.2K - $11.9K
|
1.26K
$376K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 25.85% |
$233K - $273K
|
5.58K
$1.67M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
66New |
$13.4K - $15.7K
|
66
$19.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
50New |
$10.2K - $11.9K
|
50
$15K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.58K+ 63.4% |
$321K - $376K
|
4.07K
$1.22M
|
|