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, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
14.5KNew |
$3.37M - $3.77M
|
14.5K
$4.41M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-101- 6.33% |
$23.5K - $26.3K
|
1.49K
$455K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.18K- 70.2% |
$274K - $306K
|
500
$152K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$698 - $780
|
7.18K
$2.19M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
281+ 6.2% |
$65.4K - $73.1K
|
4.82K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
603+ 1.88% |
$140K - $157K
|
32.6K
$9.95M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$3.03K - $3.38K
|
13
$3.96K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.39KNew |
$324K - $362K
|
1.39K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.14KNew |
$266K - $297K
|
1.14K
$348K
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
229+ 6.29% |
$53.3K - $59.6K
|
3.87K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.35% |
$1.16K - $1.3K
|
1.43K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
779New |
$181K - $203K
|
779
$237K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-35- 24.14% |
$8.15K - $9.1K
|
110
$33.5K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.8KNew |
$651K - $728K
|
2.8K
$853K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-501- 50.05% |
$117K - $130K
|
500
$152K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.4KNew |
$3.57M - $3.99M
|
15.4K
$4.68M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 0.58% |
$34.9K - $39K
|
26.1K
$7.97M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
59+ 58.42% |
$13.7K - $15.3K
|
160
$48.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.15% |
$931 - $1.04K
|
2.6K
$792K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.32K- 1.77% |
$1M - $1.12M
|
240K
$73.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-75- 1.35% |
$17.5K - $19.5K
|
5.5K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.03KNew |
$239K - $267K
|
1.03K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.12K+ 1.21% |
$260K - $291K
|
93.7K
$28.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
91.2KNew |
$21.2M - $23.7M
|
91.2K
$27.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-389- 50.0% |
$90.5K - $101K
|
389
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.85KNew |
$430K - $481K
|
1.85K
$564K
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-17.7K- 3.67% |
$4.12M - $4.6M
|
465K
$142M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 186.49% |
$16.1K - $17.9K
|
106
$32.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4+ 0.3% |
$931 - $1.04K
|
1.34K
$409K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
237New |
$55.2K - $61.7K
|
237
$72.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.47% |
$1.16K - $1.3K
|
1.06K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.25KNew |
$291K - $325K
|
1.25K
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
340+ 24.57% |
$79.1K - $88.4K
|
1.72K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9+ 0.51% |
$2.09K - $2.34K
|
1.78K
$542K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 3.2% |
$8.15K - $9.1K
|
1.13K
$344K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.3KNew |
$303K - $338K
|
1.3K
$397K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-268- 26.8% |
$62.4K - $69.7K
|
732
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-112- 28.43% |
$26.1K - $29.1K
|
282
$86K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-442- 33.06% |
$103K - $115K
|
895
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-118- 39.6% |
$27.5K - $30.7K
|
180
$54.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
51.1KNew |
$11.9M - $13.3M
|
51.1K
$15.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
836New |
$195K - $217K
|
836
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
169+ 1056.25% |
$39.3K - $44K
|
185
$56.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.15K- 48.42% |
$268K - $299K
|
1.23K
$373K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
442+ 12.19% |
$103K - $115K
|
4.07K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-7- 0.13% |
$1.63K - $1.82K
|
5.4K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-32.8K- 89.62% |
$7.63M - $8.53M
|
3.8K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
320New |
$74.5K - $83.2K
|
320
$97.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-157- 79.29% |
$36.5K - $40.8K
|
41
$12.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
31.7K+ 10.43% |
$7.39M - $8.26M
|
336K
$102M
|