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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-201- 11.1% |
$51.3K - $56.9K
|
1.61K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.6K+ 1.62% |
$408K - $453K
|
100K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
535KNew |
$136M - $151M
|
535K
$159M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.02KNew |
$259K - $288K
|
1.02K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.75K+ 21.01% |
$1.47M - $1.63M
|
33.1K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-18- 1.73% |
$4.59K - $5.1K
|
1.03K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-66- 0.89% |
$16.8K - $18.7K
|
7.32K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.9K+ 3.35% |
$9.15M - $10.2M
|
1.11M
$328M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-26- 1.26% |
$6.63K - $7.36K
|
2.04K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
300+ 67.26% |
$76.6K - $85K
|
746
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.51K- 50.07% |
$384K - $426K
|
1.5K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
314+ 7.04% |
$80.1K - $88.9K
|
4.77K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3- 0.16% |
$766 - $850
|
1.89K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 0.14% |
$55.4K - $61.5K
|
152K
$45M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6+ 0.28% |
$1.53K - $1.7K
|
2.14K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-229- 0.18% |
$58.4K - $64.9K
|
124K
$36.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67+ 3.34% |
$17.1K - $19K
|
2.07K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.05K+ 50.48% |
$267K - $297K
|
3.12K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.7K+ 103.47% |
$434K - $482K
|
3.35K
$992K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-4.88K- 9.12% |
$1.25M - $1.38M
|
48.6K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-188K- 20.93% |
$48M - $53.3M
|
711K
$211M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.84K+ 25.39% |
$979K - $1.09M
|
19K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.89K+ 49.35% |
$1.5M - $1.67M
|
17.8K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
147K+ 74.1% |
$37.6M - $41.7M
|
346K
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.75K+ 4.52% |
$2.23M - $2.48M
|
202K
$60M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.36% |
$3.32K - $3.68K
|
3.6K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1+ 0.02% |
$255 - $283
|
5.32K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.2K- 2.63% |
$306K - $340K
|
44.4K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.22K- 10.82% |
$311K - $345K
|
10K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.67K- 29.72% |
$682K - $756K
|
6.32K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206K- 3.46% |
$52.5M - $58.2M
|
5.74M
$1.7B
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.29K- 8.29% |
$1.86M - $2.06M
|
80.7K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-11- 0.16% |
$2.81K - $3.12K
|
6.95K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
161+ 4.7% |
$41.1K - $45.6K
|
3.58K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7.57K- 4.7% |
$1.93M - $2.14M
|
153K
$45.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$1.34M - $1.48M
|
5.23K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
138+ 0.37% |
$35.2K - $39.1K
|
37.5K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
18.9K+ 4.73% |
$4.83M - $5.36M
|
419K
$124M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.06K- 31.06% |
$526K - $584K
|
4.58K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.34K- 9.16% |
$1.62M - $1.79M
|
62.8K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-484- 15.4% |
$124K - $137K
|
2.66K
$788K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 3.27% |
$25.5K - $28.3K
|
2.96K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-477- 0.83% |
$122K - $135K
|
57.2K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-131K- 8.11% |
$33.4M - $37.1M
|
1.48M
$440M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
136+ 9.67% |
$34.7K - $38.5K
|
1.54K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-22.9K- 3.57% |
$5.83M - $6.47M
|
617K
$183M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-54- 0.21% |
$13.8K - $15.3K
|
25.1K
$7.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-318K- 3.23% |
$81.3M - $90.2M
|
9.53M
$2.82B
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
22.3K+ 18.11% |
$5.7M - $6.33M
|
146K
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.78K+ 0.5% |
$1.99M - $2.2M
|
1.58M
$468M
|