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 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-910- 21.66% |
$185K - $217K
|
3.29K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-112- 5.59% |
$22.7K - $26.7K
|
1.89K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
494New |
$100K - $118K
|
494
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.68KNew |
$545K - $639K
|
2.68K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14+ 0.9% |
$2.84K - $3.34K
|
1.58K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.07KNew |
$218K - $255K
|
1.07K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
865New |
$176K - $206K
|
865
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.46% |
$2.55M - $2.99M
|
375K
$114M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-144- 9.9% |
$29.2K - $34.3K
|
1.31K
$399K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
175+ 4.96% |
$35.5K - $41.7K
|
3.7K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-318- 46.15% |
$64.6K - $75.8K
|
371
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 6.3% |
$599K - $703K
|
43.9K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.6K- 19.18% |
$2.15M - $2.53M
|
44.7K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-712- 40.36% |
$145K - $170K
|
1.05K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 10.11% |
$40.2K - $47.2K
|
2.16K
$657K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-10- 1.04% |
$2.03K - $2.38K
|
951
$290K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.01% |
$203 - $238
|
15.8K
$4.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.44% |
$203 - $238
|
42
$12.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-725- 30.18% |
$147K - $173K
|
1.68K
$511K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
855New |
$174K - $204K
|
855
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 9.73% |
$234K - $275K
|
10.7K
$3.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-740- 2.39% |
$150K - $176K
|
30.2K
$9.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-99- 9.87% |
$20.1K - $23.6K
|
904
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-21.8K- 11.22% |
$4.43M - $5.2M
|
173K
$52.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
915New |
$186K - $218K
|
915
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
854New |
$173K - $203K
|
854
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
316+ 15.19% |
$64.2K - $75.3K
|
2.4K
$730K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5- 0.52% |
$1.02K - $1.19K
|
964
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.8KNew |
$569K - $667K
|
2.8K
$853K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$203 - $238
|
1.44K
$440K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.12% |
$406 - $477
|
1.73K
$527K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-152- 11.51% |
$30.9K - $36.2K
|
1.17K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.07K+ 71.48% |
$216K - $254K
|
2.56K
$779K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
6.19KNew |
$1.26M - $1.47M
|
6.19K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-42- 0.88% |
$8.53K - $10K
|
4.71K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.72KNew |
$350K - $410K
|
1.72K
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14K- 17.24% |
$435K - $511K
|
10.3K
$3.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.49K- 28.55% |
$303K - $355K
|
3.73K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$203 - $238
|
1.66K
$507K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50- 20.83% |
$10.2K - $11.9K
|
190
$57.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
879New |
$179K - $209K
|
879
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.85KNew |
$579K - $679K
|
2.85K
$869K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 45.18% |
$2.37M - $2.77M
|
37.4K
$11.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$382K - $448K
|
1.88K
$573K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-373- 1.26% |
$75.8K - $88.9K
|
29.3K
$8.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
403+ 0.26% |
$81.9K - $96K
|
153K
$46.6M
|
|
| Q3 2023 | |||||||
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 0.37% |
$11K - $11.9K
|
14K
$4.27M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.19KNew |
$252K - $272K
|
1.19K
$363K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.04K- 46.15% |
$1.91M - $2.07M
|
10.6K
$3.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
75New |
$15.9K - $17.1K
|
75
$22.9K
|
|