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 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54K+ 1.24% |
$990K - $1.07M
|
289K
$89.5M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.25KNew |
$350K - $378K
|
1.25K
$387K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.05KNew |
$293K - $317K
|
1.05K
$324K
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1+ 0.14% |
$280 - $302
|
707
$219K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
44+ 1.33% |
$12.3K - $13.3K
|
3.35K
$1.04M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31.2K+ 101.95% |
$8.75M - $9.45M
|
61.9K
$19.2M
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-543- 4.73% |
$152K - $164K
|
10.9K
$3.39M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.09KNew |
$586K - $632K
|
2.09K
$648K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
113New |
$31.6K - $34.2K
|
113
$35K
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
425+ 55.05% |
$119K - $129K
|
1.2K
$371K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-129- 3.52% |
$36.1K - $39K
|
3.54K
$1.1M
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
875New |
$245K - $265K
|
875
$271K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-48- 3.33% |
$13.4K - $14.5K
|
1.4K
$432K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37K- 15.33% |
$10.4M - $11.2M
|
204K
$63.3M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-37- 0.98% |
$10.4K - $11.2K
|
3.75K
$1.16M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.05K+ 3000.0% |
$294K - $318K
|
1.09K
$336K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-377- 1.96% |
$106K - $114K
|
18.9K
$5.85M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
170+ 10.0% |
$47.6K - $51.4K
|
1.87K
$579K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
574New |
$161K - $174K
|
574
$178K
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
229+ 6.06% |
$64.1K - $69.3K
|
4.01K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.1K+ 18.45% |
$4.22M - $4.55M
|
96.7K
$29.9M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6- 0.3% |
$1.68K - $1.81K
|
1.96K
$608K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-14- 0.5% |
$3.92K - $4.23K
|
2.77K
$858K
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5+ 0.69% |
$1.4K - $1.51K
|
730
$226K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-53- 1.02% |
$14.8K - $16K
|
5.13K
$1.59M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.05KNew |
$294K - $318K
|
1.05K
$325K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
714New |
$200K - $216K
|
714
$221K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.38K- 36.05% |
$386K - $416K
|
2.44K
$757K
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 22.73% |
$1.4K - $1.51K
|
17
$5.27K
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.72K- 1.17% |
$1.6M - $1.73M
|
485K
$150M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1K+ 12.61% |
$3.95M - $4.27M
|
126K
$39.1M
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.52KNew |
$1.27M - $1.37M
|
4.52K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.01KNew |
$282K - $304K
|
1.01K
$312K
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.59KNew |
$724K - $782K
|
2.59K
$801K
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.9KNew |
$1.09M - $1.18M
|
3.9K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.25% |
$560 - $605
|
794
$246K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.25K- 5.54% |
$910K - $983K
|
55.4K
$17.2M
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5- 5.1% |
$1.4K - $1.51K
|
93
$28.8K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
4+ 0.17% |
$1.12K - $1.21K
|
2.33K
$722K
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
705New |
$197K - $213K
|
705
$218K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
36+ 4.33% |
$10.1K - $10.9K
|
867
$269K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
400+ 4.82% |
$112K - $121K
|
8.7K
$2.7M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
20+ 1.71% |
$5.6K - $6.05K
|
1.19K
$369K
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
724New |
$203K - $219K
|
724
$224K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.49KNew |
$417K - $451K
|
1.49K
$462K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-10- 1.21% |
$2.8K - $3.02K
|
819
$254K
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 5.61% |
$14K - $15.1K
|
841
$261K
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-30- 3.96% |
$8.4K - $9.07K
|
728
$226K
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.77% |
$3.64K - $3.93K
|
1.69K
$524K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.66K+ 6.37% |
$465K - $502K
|
27.7K
$8.59M
|