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 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.74KNew |
$1.57M - $1.79M
|
8.74K
$2.61M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-189- 94.5% |
$33.9K - $38.6K
|
11
$3.29K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.86K- 0.87% |
$692K - $788K
|
442K
$132M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.6KNew |
$6.93M - $7.89M
|
38.6K
$11.6M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.63K- 20.86% |
$292K - $333K
|
6.19K
$1.85M
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
5.64KNew |
$1.01M - $1.15M
|
5.64K
$1.69M
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
18.6KNew |
$3.34M - $3.8M
|
18.6K
$5.57M
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
80.8KNew |
$14.5M - $16.5M
|
80.8K
$24.2M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.95% |
$179 - $204
|
106
$31.7K
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-54- 2.67% |
$9.68K - $11K
|
1.97K
$589K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.15KNew |
$1.46M - $1.66M
|
8.15K
$2.44M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 67.17% |
$182K - $207K
|
2.53K
$755K
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-740- 15.03% |
$133K - $151K
|
4.19K
$1.25M
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
7+ 0.44% |
$1.26K - $1.43K
|
1.6K
$479K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-321- 4.65% |
$57.6K - $65.5K
|
6.58K
$1.97M
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-19- 1.12% |
$3.41K - $3.88K
|
1.67K
$501K
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
1.5KNew |
$269K - $306K
|
1.5K
$449K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-853- 1.11% |
$153K - $174K
|
75.8K
$22.7M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-194- 0.94% |
$34.8K - $39.6K
|
20.5K
$6.12M
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
1.36KNew |
$244K - $278K
|
1.36K
$407K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
600+ 44.51% |
$108K - $123K
|
1.95K
$583K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
PUT |
10KNew |
$1.79M - $2.04M
|
10K
$2.99M
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
3.97K+ 3.06% |
$712K - $811K
|
134K
$40M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-131- 10.69% |
$23.5K - $26.7K
|
1.09K
$327K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-27- 0.74% |
$4.84K - $5.51K
|
3.61K
$1.08M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.07KNew |
$372K - $423K
|
2.07K
$620K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-389- 14.15% |
$69.7K - $79.4K
|
2.36K
$706K
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.59K- 48.33% |
$285K - $325K
|
1.7K
$508K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$485K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.41KNew |
$611K - $695K
|
3.41K
$1.02M
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
38.7KNew |
$6.93M - $7.9M
|
38.7K
$11.6M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.37K+ 9.79% |
$245K - $279K
|
15.3K
$4.58M
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
3.1K+ 15.44% |
$556K - $633K
|
23.2K
$6.93M
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
27+ 0.65% |
$4.84K - $5.51K
|
4.15K
$1.24M
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
12New |
$2.15K - $2.45K
|
12
$3.59K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-855- 1.86% |
$153K - $175K
|
45.1K
$13.5M
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.97KNew |
$533K - $607K
|
2.97K
$888K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-617- 9.04% |
$111K - $126K
|
6.21K
$1.86M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
658New |
$118K - $134K
|
658
$197K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
307New |
$55K - $62.7K
|
307
$91.8K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
65New |
$11.7K - $13.3K
|
65
$19.4K
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.1KNew |
$556K - $633K
|
3.1K
$927K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-549- 5.62% |
$98.5K - $119K
|
9.22K
$2.76M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13- 0.15% |
$2.33K - $2.81K
|
8.42K
$2.52M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-922- 41.12% |
$165K - $199K
|
1.32K
$395K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.92K+ 36.8% |
$524K - $631K
|
10.9K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.94K+ 12.43% |
$1.43M - $1.72M
|
71.9K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.12% |
$1.26K - $1.51K
|
5.72K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-155- 3.92% |
$27.8K - $33.5K
|
3.8K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.25KNew |
$224K - $270K
|
1.25K
$374K
|