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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
785New |
$183K - $204K
|
785
$233K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
784New |
$182K - $204K
|
784
$232K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
782+ 9.37% |
$182K - $203K
|
9.13K
$2.71M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
781+ 2.51% |
$182K - $203K
|
31.9K
$9.44M
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
781New |
$182K - $203K
|
781
$232K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
781New |
$182K - $203K
|
781
$232K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
781New |
$182K - $203K
|
781
$232K
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
780New |
$182K - $203K
|
780
$231K
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
779New |
$181K - $203K
|
779
$231K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
777+ 0.98% |
$181K - $202K
|
79.7K
$23.6M
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
777New |
$181K - $202K
|
777
$230K
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
775New |
$180K - $202K
|
775
$230K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
775New |
$180K - $202K
|
775
$230K
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
774+ 4.87% |
$180K - $201K
|
16.7K
$4.94M
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
774New |
$180K - $201K
|
774
$229K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
773+ 2.6% |
$180K - $201K
|
30.6K
$9.06M
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
773New |
$180K - $201K
|
773
$229K
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
771New |
$179K - $201K
|
771
$229K
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
766+ 0.53% |
$178K - $199K
|
146K
$43.3M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
759+ 5.35% |
$177K - $197K
|
15K
$4.43M
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
754+ 10.29% |
$176K - $196K
|
8.08K
$2.4M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
751+ 1.39% |
$175K - $195K
|
54.9K
$16.3M
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
750+ 4.89% |
$175K - $195K
|
16.1K
$4.77M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
745+ 8.83% |
$173K - $194K
|
9.18K
$2.72M
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
739+ 6.46% |
$172K - $192K
|
12.2K
$3.61M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
738+ 31.7% |
$172K - $192K
|
3.07K
$909K
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
737+ 17.38% |
$172K - $192K
|
4.98K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
736+ 3.07% |
$171K - $191K
|
24.7K
$7.32M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
728+ 41.91% |
$169K - $189K
|
2.47K
$731K
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
727+ 65.73% |
$169K - $189K
|
1.83K
$544K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
723+ 132.66% |
$168K - $188K
|
1.27K
$376K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
706+ 3.97% |
$164K - $184K
|
18.5K
$5.48M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
704+ 2.91% |
$164K - $183K
|
24.9K
$7.38M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
703+ 16.97% |
$164K - $183K
|
4.85K
$1.44M
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
702+ 3.89% |
$163K - $183K
|
18.8K
$5.56M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
692+ 6.13% |
$161K - $180K
|
12K
$3.55M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
689+ 32.15% |
$160K - $179K
|
2.83K
$840K
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
684+ 19.9% |
$159K - $178K
|
4.12K
$1.22M
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
684+ 40.38% |
$159K - $178K
|
2.38K
$705K
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
683+ 1.49% |
$159K - $178K
|
46.5K
$13.8M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
680+ 17.24% |
$158K - $177K
|
4.63K
$1.37M
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
677+ 5.91% |
$158K - $176K
|
12.1K
$3.6M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
673+ 5.32% |
$157K - $175K
|
13.3K
$3.95M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
669+ 53.1% |
$156K - $174K
|
1.93K
$572K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
668+ 18.56% |
$155K - $174K
|
4.27K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
666+ 123.11% |
$155K - $173K
|
1.21K
$358K
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
662+ 12.74% |
$154K - $172K
|
5.86K
$1.74M
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
659+ 6.62% |
$153K - $171K
|
10.6K
$3.15M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
653+ 2.32% |
$152K - $170K
|
28.8K
$8.53M
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
652+ 63.86% |
$152K - $170K
|
1.67K
$496K
|