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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-211- 2.19% |
$42.4K - $46.5K
|
9.42K
$2.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
460+ 10.09% |
$92.3K - $101K
|
5.02K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.17KNew |
$235K - $258K
|
1.17K
$357K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
39+ 0.67% |
$7.83K - $8.59K
|
5.83K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
39+ 0.67% |
$7.83K - $8.59K
|
5.83K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.04K- 69.11% |
$410K - $449K
|
912
$278K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
578+ 25.97% |
$116K - $127K
|
2.8K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.0% |
$402 - $441
|
40.6K
$12.4M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-49- 0.88% |
$9.84K - $10.8K
|
5.52K
$1.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
3.91KNew |
$784K - $860K
|
3.91K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-8.06K- 8.08% |
$1.62M - $1.78M
|
91.7K
$28M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-593- 31.63% |
$119K - $131K
|
1.28K
$391K
|
|
| Q1 2023 | |||||||
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
11+ 0.39% |
$2.09K - $2.31K
|
2.8K
$853K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-298Closed |
$56.6K - $62.6K
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
25.8K+ 5.75% |
$4.9M - $5.42M
|
474K
$145M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.43K- 18.77% |
$271K - $300K
|
6.18K
$1.88M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-168- 70.0% |
$31.9K - $35.3K
|
72
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-23- 50.0% |
$4.37K - $4.83K
|
23
$7.01K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$263K - $291K
|
1.39K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 98.04% |
$9.49K - $10.5K
|
1
$305
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-29.8K- 64.37% |
$5.66M - $6.26M
|
16.5K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
1.3KNew |
$247K - $273K
|
1.3K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-24K- 6.61% |
$4.56M - $5.04M
|
339K
$103M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-67- 3.01% |
$12.7K - $14.1K
|
2.16K
$658K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
307+ 18.45% |
$58.3K - $64.5K
|
1.97K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Hernani LP
St. Helier, Y9 |
SELL
|
- |
-15.9K- 1.51% |
$3.01M - $3.33M
|
1.04M
$316M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-820- 99.88% |
$156K - $172K
|
1
$305
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-153- 0.76% |
$29K - $32.1K
|
20K
$6.08M
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.85K+ 5.37% |
$1.68M - $1.86M
|
174K
$52.9M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-47.5K- 97.33% |
$9.02M - $9.98M
|
1.3K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
70New |
$13.3K - $14.7K
|
70
$21.3K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.99% |
$19K - $21K
|
10K
$3.05M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-138- 15.12% |
$26.2K - $29K
|
775
$236K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1KNew |
$190K - $210K
|
1K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
903New |
$171K - $190K
|
903
$275K
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-153- 10.71% |
$29K - $32.1K
|
1.28K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
25.8K+ 5.75% |
$4.9M - $5.42M
|
474K
$145M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14+ 0.25% |
$2.66K - $2.94K
|
5.51K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
995New |
$189K - $209K
|
995
$303K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-549- 6.64% |
$104K - $115K
|
7.72K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
32+ 0.5% |
$6.08K - $6.72K
|
6.42K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
29+ 4.87% |
$5.51K - $6.09K
|
625
$191K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
461New |
$87.5K - $96.8K
|
461
$141K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
73+ 0.36% |
$13.9K - $15.3K
|
20.3K
$6.19M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$190 - $210
|
5.04K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-149- 50.17% |
$28.3K - $31.3K
|
148
$45.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.59KNew |
$301K - $333K
|
1.59K
$483K
|
|