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 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.07KNew |
$299K - $322K
|
1.07K
$325K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
4.72KNew |
$1.32M - $1.43M
|
4.72K
$1.44M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.79KNew |
$781K - $844K
|
2.79K
$850K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.48KNew |
$415K - $449K
|
1.48K
$452K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.14KNew |
$878K - $948K
|
3.14K
$956K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.14% |
$280 - $302
|
729
$222K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
7.38K+ 137.88% |
$2.07M - $2.23M
|
12.7K
$3.88M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.85KNew |
$797K - $860K
|
2.85K
$867K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
653New |
$183K - $197K
|
653
$199K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
727New |
$204K - $220K
|
727
$222K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.26KNew |
$632K - $683K
|
2.26K
$688K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.71K- 29.41% |
$1.04M - $1.12M
|
8.91K
$2.72M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
572+ 1.87% |
$160K - $173K
|
31.2K
$9.51M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.57K- 3.71% |
$440K - $475K
|
40.8K
$12.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$777K - $839K
|
2.78K
$846K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
6.66KNew |
$1.86M - $2.01M
|
6.66K
$2.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-331- 18.27% |
$92.7K - $100K
|
1.48K
$451K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$3.38M - $3.65M
|
12.1K
$3.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
56.5K+ 81.74% |
$15.8M - $17.1M
|
126K
$38.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7KNew |
$3M - $3.24M
|
10.7K
$3.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
970New |
$272K - $293K
|
970
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
342New |
$95.8K - $103K
|
342
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.7K- 78.39% |
$3.56M - $3.85M
|
3.51K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-29.4K- 12.1% |
$8.24M - $8.9M
|
214K
$65.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
79.7K+ 64.22% |
$22.3M - $24.1M
|
204K
$62.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-296- 9.62% |
$82.9K - $89.5K
|
2.78K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.6KNew |
$728K - $787K
|
2.6K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.74K+ 207.01% |
$488K - $527K
|
2.59K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.93K- 1.23% |
$1.1M - $1.19M
|
315K
$96M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
21.8KNew |
$6.1M - $6.59M
|
21.8K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-283- 8.49% |
$79.3K - $85.6K
|
3.05K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.47K+ 56.48% |
$410K - $443K
|
4.06K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4.56K- 1.09% |
$1.28M - $1.38M
|
414K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$3.39M - $3.66M
|
12.1K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 1.67% |
$1.4K - $1.51K
|
295
$89.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-34- 0.71% |
$9.52K - $10.3K
|
4.78K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
36+ 0.2% |
$10.1K - $10.9K
|
18.2K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
234+ 19.66% |
$65.5K - $70.8K
|
1.42K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
71+ 3.16% |
$19.9K - $21.5K
|
2.32K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
20+ 0.87% |
$5.6K - $6.05K
|
2.32K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.24K- 41.63% |
$1.47M - $1.58M
|
7.35K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-428- 19.65% |
$120K - $129K
|
1.75K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.52K+ 3.19% |
$985K - $1.06M
|
114K
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
32+ 1.41% |
$8.96K - $9.68K
|
2.3K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
642+ 2.58% |
$180K - $194K
|
25.5K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 0.56% |
$560 - $605
|
359
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.81KNew |
$507K - $547K
|
1.81K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.19KNew |
$333K - $360K
|
1.19K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.01KNew |
$283K - $305K
|
1.01K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
862New |
$241K - $261K
|
862
$263K
|