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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2.67KNew |
$747K - $806K
|
2.67K
$813K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-70- 8.09% |
$19.6K - $21.2K
|
795
$242K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-274- 0.53% |
$76.7K - $82.9K
|
51.2K
$15.6M
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
784New |
$220K - $237K
|
784
$239K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
521New |
$146K - $158K
|
521
$159K
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
100+ 11.88% |
$28K - $30.2K
|
942
$287K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
150New |
$42K - $45.4K
|
150
$45.7K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-214- 11.15% |
$59.9K - $64.7K
|
1.71K
$520K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
745New |
$209K - $225K
|
745
$227K
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.68K- 1.48% |
$470K - $507K
|
112K
$34.1M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1+ 0.06% |
$280 - $302
|
1.56K
$475K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
45KNew |
$12.6M - $13.6M
|
45K
$13.7M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44+ 2.11% |
$12.3K - $13.3K
|
2.13K
$648K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
154+ 125.2% |
$43.1K - $46.6K
|
277
$84.4K
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-135- 16.23% |
$37.8K - $40.8K
|
697
$212K
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
2+ 0.28% |
$560 - $605
|
728
$222K
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.53K+ 37.7% |
$428K - $463K
|
5.59K
$1.7M
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
831New |
$233K - $251K
|
831
$253K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.35KNew |
$379K - $409K
|
1.35K
$412K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
235+ 5.99% |
$65.8K - $71.1K
|
4.16K
$1.27M
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-529- 23.25% |
$148K - $160K
|
1.75K
$532K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-85.5K- 99.93% |
$23.9M - $25.9M
|
63
$19.2K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
85+ 3.76% |
$23.8K - $25.7K
|
2.34K
$715K
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2- 0.21% |
$560 - $605
|
964
$294K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.13K+ 31.63% |
$596K - $644K
|
8.86K
$2.7M
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
17+ 0.92% |
$4.76K - $5.14K
|
1.86K
$567K
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
899New |
$252K - $272K
|
899
$274K
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-400- 50.0% |
$112K - $121K
|
400
$122K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2- 0.01% |
$560 - $605
|
16.6K
$5.07M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54K+ 1.24% |
$990K - $1.07M
|
289K
$88.1M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.25KNew |
$350K - $378K
|
1.25K
$381K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.05KNew |
$293K - $317K
|
1.05K
$319K
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1+ 0.14% |
$280 - $302
|
707
$216K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
44+ 1.33% |
$12.3K - $13.3K
|
3.35K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31.2K+ 101.95% |
$8.75M - $9.45M
|
61.9K
$18.9M
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-543- 4.73% |
$152K - $164K
|
10.9K
$3.33M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.09KNew |
$586K - $632K
|
2.09K
$637K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
113New |
$31.6K - $34.2K
|
113
$34.4K
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
425+ 55.05% |
$119K - $129K
|
1.2K
$365K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-129- 3.52% |
$36.1K - $39K
|
3.54K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
875New |
$245K - $265K
|
875
$267K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-48- 3.33% |
$13.4K - $14.5K
|
1.4K
$425K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37K- 15.33% |
$10.4M - $11.2M
|
204K
$62.3M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-37- 0.98% |
$10.4K - $11.2K
|
3.75K
$1.14M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.05K+ 3000.0% |
$294K - $318K
|
1.09K
$331K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-377- 1.96% |
$106K - $114K
|
18.9K
$5.76M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
170+ 10.0% |
$47.6K - $51.4K
|
1.87K
$570K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
574New |
$161K - $174K
|
574
$175K
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
229+ 6.06% |
$64.1K - $69.3K
|
4.01K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.1K+ 18.45% |
$4.22M - $4.55M
|
96.7K
$29.5M
|