Purchases and Sales Made in Q1 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL STOCK MARKET ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 5.32% |
$312K - $349K
|
26.6K
$7.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.34K+ 5.35% |
$312K - $349K
|
26.4K
$7.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.34K+ 9.0% |
$311K - $347K
|
16.2K
$4.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.34K+ 21.63% |
$311K - $347K
|
7.51K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.33KNew |
$310K - $347K
|
1.33K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
1.32K+ 125.14% |
$307K - $343K
|
2.37K
$704K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.31KNew |
$305K - $341K
|
1.31K
$388K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.3KNew |
$303K - $338K
|
1.3K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.29K+ 98.85% |
$301K - $336K
|
2.6K
$771K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 40.11% |
$299K - $335K
|
4.49K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.28K+ 4.98% |
$298K - $333K
|
27.1K
$8.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.28K+ 3.0% |
$297K - $332K
|
43.9K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 3.02% |
$296K - $331K
|
43.5K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.27K+ 1.63% |
$294K - $329K
|
78.9K
$23.4M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.26K+ 4.62% |
$294K - $328K
|
28.6K
$8.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
1.26K+ 0.57% |
$293K - $328K
|
222K
$65.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.25KNew |
$291K - $325K
|
1.25K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.23K+ 8.17% |
$287K - $320K
|
16.3K
$4.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.23K+ 2.05% |
$286K - $320K
|
61.1K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.23K+ 6.0% |
$286K - $320K
|
21.7K
$6.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.22K+ 1.52% |
$285K - $318K
|
81.7K
$24.2M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.2K+ 0.77% |
$280K - $313K
|
158K
$46.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.2K+ 41.1% |
$279K - $312K
|
4.12K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.19K+ 47.34% |
$278K - $310K
|
3.71K
$1.1M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 18.58% |
$277K - $309K
|
7.59K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.18KNew |
$276K - $308K
|
1.18K
$351K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 16.27% |
$275K - $308K
|
8.45K
$2.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.18K+ 17.58% |
$275K - $307K
|
7.91K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.15K+ 67.21% |
$267K - $299K
|
2.86K
$847K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.14KNew |
$266K - $297K
|
1.14K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 16.81% |
$263K - $294K
|
7.87K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.13K+ 3.17% |
$263K - $294K
|
36.7K
$10.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$262K - $293K
|
1.13K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.12K+ 1.21% |
$260K - $291K
|
93.7K
$27.8M
|
|
|
May 14, 2024
Q1 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.12K+ 32.8% |
$260K - $291K
|
4.52K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.12K+ 6.24% |
$260K - $290K
|
19K
$5.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.11KNew |
$259K - $289K
|
1.11K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.11KNew |
$258K - $288K
|
1.11K
$329K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.11K+ 14.97% |
$258K - $288K
|
8.5K
$2.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.1K+ 18.18% |
$255K - $285K
|
7.13K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
1.08KNew |
$251K - $281K
|
1.08K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
1.07K+ 11.69% |
$250K - $279K
|
10.3K
$3.04M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
1.07KNew |
$250K - $279K
|
1.07K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.07K+ 13.47% |
$250K - $279K
|
9.03K
$2.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.07K+ 8.51% |
$248K - $277K
|
13.6K
$4.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.06K+ 1.45% |
$247K - $277K
|
74.2K
$22M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.06K+ 4.49% |
$246K - $275K
|
24.6K
$7.3M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.05K+ 7.26% |
$244K - $273K
|
15.5K
$4.6M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.04KNew |
$243K - $272K
|
1.04K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.04K+ 0.92% |
$242K - $271K
|
115K
$34M
|