Latest Institutional Purchases of Vanguard Total Stock Market Et (VTI)
This list provides information on the latest institutional transactions involving Vanguard Total Stock Market Et (VTI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$698 - $780
|
7.18K
$2.1M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.59% |
$466 - $520
|
342
$100K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
248KNew |
$50.4M - $59.1M
|
248K
$72.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
180KNew |
$36.5M - $42.8M
|
180K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
179KNew |
$36.3M - $42.5M
|
179K
$52.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
133KNew |
$27.1M - $31.8M
|
133K
$39.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
82.2KNew |
$16.7M - $19.6M
|
82.2K
$24.1M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
47.5K+ 54.43% |
$9.66M - $11.3M
|
135K
$39.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.4KNew |
$8.4M - $9.85M
|
41.4K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$5.55M - $6.51M
|
27.3K
$8.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
27.3KNew |
$5.55M - $6.51M
|
27.3K
$8.01M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
16.1KNew |
$3.27M - $3.84M
|
16.1K
$4.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5KNew |
$2.73M - $3.2M
|
13.5K
$3.94M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.46% |
$2.55M - $2.99M
|
375K
$110M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 45.18% |
$2.37M - $2.77M
|
37.4K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
6.19KNew |
$1.26M - $1.47M
|
6.19K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.99KNew |
$608K - $713K
|
2.99K
$877K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.85KNew |
$579K - $679K
|
2.85K
$835K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.8KNew |
$569K - $667K
|
2.8K
$820K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.71KNew |
$550K - $645K
|
2.71K
$793K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.68KNew |
$545K - $639K
|
2.68K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
2.45KNew |
$498K - $585K
|
2.45K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.25KNew |
$457K - $537K
|
2.25K
$660K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.07K+ 68.85% |
$421K - $493K
|
5.08K
$1.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$382K - $448K
|
1.88K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.77K+ 138.79% |
$360K - $422K
|
3.05K
$893K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.72KNew |
$350K - $410K
|
1.72K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68K+ 29.68% |
$340K - $399K
|
7.32K
$2.14M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.58K+ 63.4% |
$321K - $376K
|
4.07K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.22KNew |
$247K - $290K
|
1.22K
$357K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 25.85% |
$233K - $273K
|
5.58K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.09K+ 61.43% |
$221K - $259K
|
2.85K
$836K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.07KNew |
$218K - $255K
|
1.07K
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.07K+ 71.48% |
$216K - $254K
|
2.56K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.06KNew |
$216K - $253K
|
1.06K
$311K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.04KNew |
$211K - $248K
|
1.04K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
949New |
$193K - $226K
|
949
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
915New |
$186K - $218K
|
915
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
881New |
$179K - $210K
|
881
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
879New |
$179K - $209K
|
879
$258K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
873New |
$177K - $208K
|
873
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
865New |
$176K - $206K
|
865
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
855New |
$174K - $204K
|
855
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
854New |
$173K - $203K
|
854
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
698New |
$142K - $166K
|
698
$205K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
562New |
$114K - $134K
|
562
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
494New |
$100K - $118K
|
494
$145K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
469+ 30.75% |
$95.3K - $112K
|
1.99K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
416+ 36.17% |
$84.5K - $99.1K
|
1.57K
$459K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
414New |
$84.1K - $98.6K
|
414
$121K
|
|