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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
915New |
$186K - $218K
|
915
$279K
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
881New |
$179K - $210K
|
881
$269K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
879New |
$179K - $209K
|
879
$268K
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
873New |
$177K - $208K
|
873
$266K
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
865New |
$176K - $206K
|
865
$264K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
855New |
$174K - $204K
|
855
$261K
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
854New |
$173K - $203K
|
854
$260K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
698New |
$142K - $166K
|
698
$213K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
562New |
$114K - $134K
|
562
$171K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
494New |
$100K - $118K
|
494
$151K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
416+ 36.17% |
$84.5K - $99.1K
|
1.57K
$477K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
403+ 0.26% |
$81.9K - $96K
|
153K
$46.6M
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
367New |
$74.5K - $87.4K
|
367
$112K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
316+ 15.19% |
$64.2K - $75.3K
|
2.4K
$730K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
235+ 0.78% |
$47.7K - $56K
|
30.5K
$9.29M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 10.11% |
$40.2K - $47.2K
|
2.16K
$657K
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
175+ 4.96% |
$35.5K - $41.7K
|
3.7K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
52+ 3.16% |
$10.6K - $12.4K
|
1.7K
$517K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
50New |
$10.2K - $11.9K
|
50
$15.2K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22New |
$4.47K - $5.24K
|
22
$6.71K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14+ 0.9% |
$2.84K - $3.34K
|
1.58K
$480K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.21% |
$203 - $238
|
468
$143K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$203 - $238
|
16.2K
$4.92M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.01% |
$203 - $238
|
15.8K
$4.82M
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.44% |
$203 - $238
|
42
$12.8K
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$203 - $238
|
1.44K
$440K
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
52.7KNew |
$11.1M - $12M
|
52.7K
$16.1M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.2KNew |
$7.87M - $8.51M
|
37.2K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.8KNew |
$7.78M - $8.4M
|
36.8K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
35.5K+ 7.72% |
$7.5M - $8.1M
|
495K
$151M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
25.1KNew |
$5.31M - $5.74M
|
25.1K
$7.66M
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
6.64K+ 47.65% |
$1.4M - $1.52M
|
20.6K
$6.27M
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.55KNew |
$1.17M - $1.27M
|
5.55K
$1.69M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
5.44K+ 1.5% |
$1.15M - $1.24M
|
367K
$112M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.33K+ 5.43% |
$1.13M - $1.22M
|
104K
$31.6M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4K+ 82.93% |
$719K - $776K
|
7.5K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
PUT |
3.2KNew |
$677K - $731K
|
3.2K
$975K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.64KNew |
$557K - $602K
|
2.64K
$804K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.34KNew |
$494K - $534K
|
2.34K
$713K
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.28KNew |
$271K - $293K
|
1.28K
$391K
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$255K - $275K
|
1.21K
$368K
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.19KNew |
$252K - $272K
|
1.19K
$363K
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
888+ 77.55% |
$188K - $203K
|
2.03K
$620K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
740+ 4352.94% |
$156K - $169K
|
757
$231K
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
605New |
$128K - $138K
|
605
$184K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
396+ 0.09% |
$83.7K - $90.4K
|
430K
$131M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
317+ 28.79% |
$67K - $72.4K
|
1.42K
$432K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
166+ 7.66% |
$35.1K - $37.9K
|
2.33K
$711K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
160New |
$33.8K - $36.5K
|
160
$48.8K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
75New |
$15.9K - $17.1K
|
75
$22.9K
|