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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14+ 0.25% |
$2.66K - $2.94K
|
5.51K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
983New |
$187K - $206K
|
983
$291K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$297K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
1.45KNew |
$276K - $305K
|
1.45K
$431K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-226- 34.93% |
$42.9K - $47.5K
|
421
$125K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
995New |
$189K - $209K
|
995
$295K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-549- 6.64% |
$104K - $115K
|
7.72K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
32+ 0.5% |
$6.08K - $6.72K
|
6.42K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
29+ 4.87% |
$5.51K - $6.09K
|
625
$185K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
461New |
$87.5K - $96.8K
|
461
$137K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
73+ 0.36% |
$13.9K - $15.3K
|
20.3K
$6.02M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$190 - $210
|
5.04K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-149- 50.17% |
$28.3K - $31.3K
|
148
$43.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.59KNew |
$301K - $333K
|
1.59K
$470K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
467New |
$88.7K - $98.1K
|
467
$138K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
995New |
$189K - $209K
|
995
$295K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
80.3K+ 14083.33% |
$15.2M - $16.9M
|
80.8K
$24M
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$297K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
311New |
$59K - $65.3K
|
311
$92.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
10.3KNew |
$1.95M - $2.15M
|
10.3K
$3.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.48K- 43.06% |
$661K - $731K
|
4.61K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
1.46KNew |
$277K - $306K
|
1.46K
$433K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.13KNew |
$974K - $1.08M
|
5.13K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1.08KNew |
$205K - $227K
|
1.08K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
191New |
$36.3K - $40.1K
|
191
$56.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.09K- 26.15% |
$207K - $229K
|
3.08K
$912K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.35KNew |
$257K - $284K
|
1.35K
$401K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-360- 29.8% |
$68.3K - $75.6K
|
848
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 53.57% |
$2.85M - $3.15M
|
13K
$3.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
330+ 3.91% |
$62.7K - $69.3K
|
8.76K
$2.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.02KNew |
$383K - $424K
|
2.02K
$599K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
374+ 0.93% |
$71K - $78.5K
|
40.7K
$12.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
87New |
$16.5K - $18.3K
|
87
$25.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29New |
$5.51K - $6.09K
|
29
$8.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
105+ 4.58% |
$19.9K - $22.1K
|
2.4K
$712K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.1KNew |
$589K - $652K
|
3.1K
$920K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14.2KNew |
$2.69M - $2.97M
|
14.2K
$4.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-629- 26.47% |
$119K - $132K
|
1.75K
$518K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.15KNew |
$218K - $241K
|
1.15K
$340K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
16.9KNew |
$3.22M - $3.56M
|
16.9K
$5.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-459- 2.01% |
$87.1K - $96.4K
|
22.4K
$6.65M
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-656- 18.23% |
$118K - $134K
|
2.94K
$873K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$208K - $237K
|
1.16K
$345K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
159New |
$28.5K - $32.5K
|
159
$47.1K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
544New |
$97.5K - $111K
|
544
$161K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.6KNew |
$6.93M - $7.89M
|
38.6K
$11.5M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
185New |
$33.2K - $37.8K
|
185
$54.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.53KNew |
$454K - $517K
|
2.53K
$750K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-100- 6.15% |
$17.9K - $20.4K
|
1.53K
$452K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
260New |
$46.6K - $53.1K
|
260
$77.1K
|
|