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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.37K+ 9.79% |
$245K - $279K
|
15.3K
$4.67M
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
3.1K+ 15.44% |
$556K - $633K
|
23.2K
$7.07M
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
27+ 0.65% |
$4.84K - $5.51K
|
4.15K
$1.27M
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
12New |
$2.15K - $2.45K
|
12
$3.66K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-855- 1.86% |
$153K - $175K
|
45.1K
$13.7M
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.97KNew |
$533K - $607K
|
2.97K
$906K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-617- 9.04% |
$111K - $126K
|
6.21K
$1.89M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
658New |
$118K - $134K
|
658
$201K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
65New |
$11.7K - $13.3K
|
65
$19.8K
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.1KNew |
$556K - $633K
|
3.1K
$945K
|
|
Q3 2022 | |||||||
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-161K- 57.92% |
$28.9M - $34.8M
|
117K
$35.7M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-549- 5.62% |
$98.5K - $119K
|
9.22K
$2.81M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-13- 0.15% |
$2.33K - $2.81K
|
8.42K
$2.57M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-922- 41.12% |
$165K - $199K
|
1.32K
$402K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.92K+ 36.8% |
$524K - $631K
|
10.9K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.94K+ 12.43% |
$1.43M - $1.72M
|
71.9K
$21.9M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.12% |
$1.26K - $1.51K
|
5.72K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-155- 3.92% |
$27.8K - $33.5K
|
3.8K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.25KNew |
$224K - $270K
|
1.25K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$862K - $1.04M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-361- 4.06% |
$64.8K - $78.1K
|
8.54K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
180+ 0.66% |
$32.3K - $38.9K
|
27.5K
$8.38M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
67.3K+ 548.81% |
$12.1M - $14.6M
|
79.6K
$24.3M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
60.6K+ 46.36% |
$10.9M - $13.1M
|
191K
$58.3M
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
19+ 0.41% |
$3.41K - $4.11K
|
4.64K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
1.38KNew |
$247K - $298K
|
1.38K
$420K
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
11.3KNew |
$2.03M - $2.45M
|
11.3K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-746- 8.04% |
$134K - $161K
|
8.54K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-500- 20.83% |
$89.7K - $108K
|
1.9K
$579K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-3.06K- 2.9% |
$549K - $661K
|
102K
$31.2M
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25KNew |
$224K - $270K
|
1.25K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-33.2K- 2.07% |
$5.96M - $7.18M
|
1.57M
$479M
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
964+ 64.31% |
$173K - $208K
|
2.46K
$751K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
23.7K+ 63.08% |
$4.26M - $5.13M
|
61.3K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.46K- 15.55% |
$262K - $316K
|
7.93K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-50- 0.11% |
$8.97K - $10.8K
|
43.5K
$13.3M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$17.9K - $21.6K
|
100
$30.5K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
200+ 2.95% |
$35.9K - $43.2K
|
6.99K
$2.13M
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-3- 0.12% |
$538 - $649
|
2.51K
$765K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-422- 0.94% |
$75.7K - $91.3K
|
44.3K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.38K- 4.07% |
$785K - $946K
|
103K
$31.4M
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
280+ 25.97% |
$50.3K - $60.5K
|
1.36K
$414K
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
1.85K+ 1163.52% |
$332K - $400K
|
2.01K
$612K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
708+ 1416.0% |
$127K - $153K
|
758
$231K
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.37KNew |
$245K - $295K
|
1.37K
$416K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.29% |
$179 - $216
|
348
$106K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-32.2K- 0.61% |
$5.77M - $6.96M
|
5.21M
$1.59B
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-481- 9.24% |
$86.3K - $104K
|
4.73K
$1.44M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
972New |
$174K - $210K
|
972
$296K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
20+ 0.94% |
$3.59K - $4.32K
|
2.15K
$656K
|