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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-25- 6.94% |
$5.08K - $5.96K
|
335
$99.3K
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.72KNew |
$350K - $410K
|
1.72K
$510K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14K- 17.24% |
$435K - $511K
|
10.3K
$3.05M
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.49K- 28.55% |
$303K - $355K
|
3.73K
$1.11M
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$203 - $238
|
1.66K
$493K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50- 20.83% |
$10.2K - $11.9K
|
190
$56.3K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
879New |
$179K - $209K
|
879
$261K
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.85KNew |
$579K - $679K
|
2.85K
$845K
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
469+ 30.75% |
$95.3K - $112K
|
1.99K
$591K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 45.18% |
$2.37M - $2.77M
|
37.4K
$11.1M
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$382K - $448K
|
1.88K
$557K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5- 0.39% |
$1.02K - $1.19K
|
1.26K
$374K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-373- 1.26% |
$75.8K - $88.9K
|
29.3K
$8.69M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
403+ 0.26% |
$81.9K - $96K
|
153K
$45.3M
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-232- 4.01% |
$47.1K - $55.3K
|
5.56K
$1.65M
|
|
Q3 2023 | |||||||
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 0.37% |
$11K - $11.9K
|
14K
$4.15M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
155+ 4.54% |
$32.8K - $35.4K
|
3.57K
$1.06M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
45+ 107.14% |
$9.51K - $10.3K
|
87
$25.8K
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.19KNew |
$252K - $272K
|
1.19K
$353K
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 1.24% |
$4.86K - $5.25K
|
1.83K
$541K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.04K- 46.15% |
$1.91M - $2.07M
|
10.6K
$3.13M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
75New |
$15.9K - $17.1K
|
75
$22.2K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.27K- 2.07% |
$269K - $290K
|
60.2K
$17.9M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.07KNew |
$226K - $244K
|
1.07K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
35.5K+ 7.72% |
$7.5M - $8.1M
|
495K
$147M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
740+ 4352.94% |
$156K - $169K
|
757
$224K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.2KNew |
$4.27M - $4.61M
|
20.2K
$5.99M
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
7KNew |
$1.48M - $1.6M
|
7K
$2.08M
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.35K- 5.07% |
$496K - $535K
|
43.9K
$13M
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
5+ 0.16% |
$1.06K - $1.14K
|
3.14K
$931K
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
605New |
$128K - $138K
|
605
$179K
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
PUT |
3.2KNew |
$677K - $731K
|
3.2K
$949K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4K+ 82.93% |
$719K - $776K
|
7.5K
$2.22M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.49K- 0.91% |
$948K - $1.02M
|
489K
$145M
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.5K- 7.5% |
$952K - $1.03M
|
55.5K
$16.5M
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
50New |
$10.6K - $11.4K
|
50
$14.8K
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-51.9K- 90.58% |
$11M - $11.8M
|
5.4K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.8KNew |
$7.78M - $8.4M
|
36.8K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.2KNew |
$7.87M - $8.51M
|
37.2K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.64KNew |
$557K - $602K
|
2.64K
$782K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-412KClosed |
$87M - $94M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-562- 29.39% |
$119K - $128K
|
1.35K
$400K
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-61- 3.69% |
$12.9K - $13.9K
|
1.59K
$472K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-734- 3.07% |
$155K - $168K
|
23.2K
$6.88M
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$255K - $275K
|
1.21K
$358K
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
510New |
$108K - $116K
|
510
$151K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.38% |
$1.48K - $1.6K
|
1.85K
$549K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-19- 0.14% |
$4.02K - $4.34K
|
13.3K
$3.93M
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.55KNew |
$1.17M - $1.27M
|
5.55K
$1.65M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-243- 1.78% |
$51.4K - $55.5K
|
13.4K
$3.97M
|