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 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
800New |
$186K - $208K
|
800
$241K
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
786New |
$183K - $204K
|
786
$237K
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
779New |
$181K - $203K
|
779
$235K
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
774New |
$180K - $201K
|
774
$233K
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
652+ 63.86% |
$152K - $170K
|
1.67K
$504K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
603+ 1.88% |
$140K - $157K
|
32.6K
$9.84M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
470New |
$109K - $122K
|
470
$142K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
442+ 12.19% |
$103K - $115K
|
4.07K
$1.23M
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
412+ 43.74% |
$95.9K - $107K
|
1.35K
$408K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
372+ 37200.0% |
$86.6K - $96.8K
|
373
$112K
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
340+ 24.57% |
$79.1K - $88.4K
|
1.72K
$519K
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
320New |
$74.5K - $83.2K
|
320
$96.4K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
281+ 6.2% |
$65.4K - $73.1K
|
4.82K
$1.45M
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
269+ 927.59% |
$62.6K - $70K
|
298
$89.8K
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
246+ 4.01% |
$57.3K - $64K
|
6.39K
$1.92M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
237New |
$55.2K - $61.7K
|
237
$71.4K
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
229+ 6.29% |
$53.3K - $59.6K
|
3.87K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
193+ 2.24% |
$44.9K - $50.2K
|
8.81K
$2.65M
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
169+ 1056.25% |
$39.3K - $44K
|
185
$55.7K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
162+ 8.48% |
$37.7K - $42.1K
|
2.07K
$625K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$34.9K - $39K
|
150
$45.2K
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 0.58% |
$34.9K - $39K
|
26.1K
$7.88M
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
146+ 18.43% |
$34K - $38K
|
938
$283K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
124+ 12400.0% |
$28.9K - $32.3K
|
125
$37.7K
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
91+ 4.18% |
$21.2K - $23.7K
|
2.27K
$683K
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
91+ 0.74% |
$21.2K - $23.7K
|
12.4K
$3.73M
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
84+ 6.32% |
$19.6K - $21.9K
|
1.41K
$426K
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
75+ 4.63% |
$17.5K - $19.5K
|
1.69K
$510K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 186.49% |
$16.1K - $17.9K
|
106
$31.9K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
59+ 58.42% |
$13.7K - $15.3K
|
160
$48.2K
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
57+ 4.25% |
$13.3K - $14.8K
|
1.4K
$421K
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
57New |
$13.3K - $14.8K
|
57
$17.2K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
36New |
$8.38K - $9.37K
|
36
$10.8K
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
36+ 2.01% |
$8.38K - $9.37K
|
1.83K
$551K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
36+ 1.37% |
$8.38K - $9.37K
|
2.66K
$802K
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 3.2% |
$8.15K - $9.1K
|
1.13K
$340K
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 2.89% |
$5.82K - $6.5K
|
890
$268K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.63% |
$3.96K - $4.42K
|
2.74K
$825K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$3.03K - $3.38K
|
13
$3.92K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 3.69% |
$2.56K - $2.86K
|
309
$93.1K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
10+ 0.73% |
$2.33K - $2.6K
|
1.39K
$419K
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10+ 0.34% |
$2.33K - $2.6K
|
2.94K
$886K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 2.62% |
$2.09K - $2.34K
|
352
$106K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9+ 0.51% |
$2.09K - $2.34K
|
1.78K
$536K
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
8+ 0.18% |
$1.86K - $2.08K
|
4.42K
$1.33M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8+ 0.13% |
$1.86K - $2.08K
|
6.37K
$1.92M
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6+ 0.17% |
$1.4K - $1.56K
|
3.48K
$1.05M
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.35% |
$1.16K - $1.3K
|
1.43K
$430K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.15% |
$931 - $1.04K
|
2.6K
$783K
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4+ 0.3% |
$931 - $1.04K
|
1.34K
$404K
|