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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
25+ 0.34% |
$6.38K - $7.08K
|
7.28K
$2.22M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
55New |
$14K - $15.6K
|
55
$16.8K
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
1.75KNew |
$448K - $497K
|
1.75K
$535K
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-721- 24.12% |
$184K - $204K
|
2.27K
$691K
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.35K- 81.86% |
$855K - $949K
|
743
$226K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
272New |
$69.4K - $77K
|
272
$82.9K
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.12KNew |
$542K - $601K
|
2.12K
$647K
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-790- 21.51% |
$202K - $224K
|
2.88K
$879K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.14K- 8.96% |
$802K - $890K
|
31.9K
$9.73M
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
123New |
$31.4K - $34.8K
|
123
$37.5K
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-433- 4.84% |
$110K - $123K
|
8.51K
$2.59M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-110- 12.79% |
$28.1K - $31.2K
|
750
$229K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
25+ 27.78% |
$6.38K - $7.08K
|
115
$35.1K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-192- 1.45% |
$49K - $54.4K
|
13K
$3.98M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-10- 1.03% |
$2.55K - $2.83K
|
962
$293K
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
901New |
$230K - $255K
|
901
$275K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
216+ 30.17% |
$55.1K - $61.2K
|
932
$284K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-92- 26.74% |
$23.5K - $26.1K
|
252
$76.8K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
38New |
$9.7K - $10.8K
|
38
$11.6K
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-300- 8.33% |
$76.6K - $85K
|
3.3K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
23+ 0.72% |
$5.87K - $6.51K
|
3.23K
$984K
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
532+ 12.35% |
$136K - $151K
|
4.84K
$1.48M
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.64KNew |
$673K - $747K
|
2.64K
$804K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-387- 38.93% |
$98.8K - $110K
|
607
$185K
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
572New |
$146K - $162K
|
572
$174K
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
110+ 5.41% |
$28.1K - $31.2K
|
2.14K
$654K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.08K- 9.11% |
$1.81M - $2M
|
70.6K
$21.5M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-302- 0.54% |
$77.1K - $85.5K
|
56.1K
$17.1M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.82KNew |
$465K - $516K
|
1.82K
$555K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-10- 0.32% |
$2.55K - $2.83K
|
3.07K
$935K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.32KNew |
$846K - $939K
|
3.32K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-119- 85.61% |
$30.4K - $33.7K
|
20
$6.1K
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.27K- 36.94% |
$580K - $644K
|
3.88K
$1.18M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.38KNew |
$352K - $390K
|
1.38K
$420K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-46- 5.64% |
$11.7K - $13K
|
770
$235K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.1KNew |
$280K - $310K
|
1.1K
$334K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.19% |
$255 - $283
|
529
$161K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-123- 6.83% |
$31.4K - $34.8K
|
1.68K
$512K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
726New |
$185K - $206K
|
726
$221K
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-316- 14.66% |
$80.6K - $89.5K
|
1.84K
$561K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
60+ 4.72% |
$15.3K - $17K
|
1.33K
$405K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-121- 4.1% |
$30.9K - $34.3K
|
2.83K
$862K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.78K+ 1.72% |
$454K - $504K
|
105K
$32M
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-97- 2.79% |
$24.8K - $27.5K
|
3.38K
$1.03M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.99KNew |
$1.02M - $1.13M
|
3.99K
$1.21M
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-244- 17.95% |
$62.3K - $69.1K
|
1.12K
$340K
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
15+ 0.8% |
$3.83K - $4.25K
|
1.9K
$579K
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
745New |
$190K - $211K
|
745
$227K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
143+ 1.57% |
$36.5K - $40.5K
|
9.23K
$2.81M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.31K+ 9.06% |
$844K - $937K
|
39.8K
$12.1M
|