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 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.44KNew |
$1.69M - $1.93M
|
9.44K
$2.88M
|
|
Feb 10, 2023
Q4 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-7.25K- 11.82% |
$1.3M - $1.48M
|
54.1K
$16.5M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
307+ 167.76% |
$55K - $62.7K
|
490
$149K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.06KNew |
$189K - $216K
|
1.06K
$322K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
870New |
$156K - $178K
|
870
$265K
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.28K+ 14.86% |
$229K - $261K
|
9.88K
$3.01M
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
356+ 27.58% |
$63.8K - $72.7K
|
1.65K
$502K
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.7KNew |
$305K - $347K
|
1.7K
$518K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
373New |
$66.9K - $76.2K
|
373
$114K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
62+ 33.51% |
$11.1K - $12.7K
|
247
$75.3K
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.18KNew |
$571K - $650K
|
3.18K
$970K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
214+ 76.7% |
$38.4K - $43.7K
|
493
$150K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
71+ 7.83% |
$12.7K - $14.5K
|
978
$298K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.5KNew |
$1.88M - $2.14M
|
10.5K
$3.2M
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.09KNew |
$195K - $222K
|
1.09K
$332K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$334K - $381K
|
1.86K
$568K
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.9KNew |
$341K - $389K
|
1.9K
$580K
|
|
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
227K+ 122.9% |
$40.6M - $46.2M
|
411K
$125M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.72K+ 60.56% |
$667K - $759K
|
9.86K
$3.01M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
145+ 0.52% |
$26K - $29.6K
|
28.3K
$8.62M
|
|
Feb 06, 2023
Q4 2022
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-30.1K- 13.4% |
$5.39M - $6.14M
|
194K
$59.2M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-218K- 19.55% |
$39.1M - $44.6M
|
899K
$274M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
180KNew |
$32.3M - $36.8M
|
180K
$54.9M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.74KNew |
$1.57M - $1.79M
|
8.74K
$2.67M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-189- 94.5% |
$33.9K - $38.6K
|
11
$3.35K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.86K- 0.87% |
$692K - $788K
|
442K
$135M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.6KNew |
$6.93M - $7.89M
|
38.6K
$11.8M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.63K- 20.86% |
$292K - $333K
|
6.19K
$1.89M
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
5.64KNew |
$1.01M - $1.15M
|
5.64K
$1.72M
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
18.6KNew |
$3.34M - $3.8M
|
18.6K
$5.68M
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
80.8KNew |
$14.5M - $16.5M
|
80.8K
$24.6M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.95% |
$179 - $204
|
106
$32.3K
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-54- 2.67% |
$9.68K - $11K
|
1.97K
$600K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.15KNew |
$1.46M - $1.66M
|
8.15K
$2.48M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 67.17% |
$182K - $207K
|
2.53K
$770K
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-740- 15.03% |
$133K - $151K
|
4.19K
$1.28M
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
7+ 0.44% |
$1.26K - $1.43K
|
1.6K
$488K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-321- 4.65% |
$57.6K - $65.5K
|
6.58K
$2.01M
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-19- 1.12% |
$3.41K - $3.88K
|
1.67K
$510K
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
1.5KNew |
$269K - $306K
|
1.5K
$457K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-853- 1.11% |
$153K - $174K
|
75.8K
$23.1M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-194- 0.94% |
$34.8K - $39.6K
|
20.5K
$6.24M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
600+ 44.51% |
$108K - $123K
|
1.95K
$594K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
3.97K+ 3.06% |
$712K - $811K
|
134K
$40.8M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-131- 10.69% |
$23.5K - $26.7K
|
1.09K
$333K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-27- 0.74% |
$4.84K - $5.51K
|
3.61K
$1.1M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.07KNew |
$372K - $423K
|
2.07K
$632K
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.59K- 48.33% |
$285K - $325K
|
1.7K
$518K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$495K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.41KNew |
$611K - $695K
|
3.41K
$1.04M
|