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 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
25+ 1.33% |
$5.82K - $6.5K
|
1.9K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25+ 1.39% |
$5.82K - $6.5K
|
1.83K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 0.21% |
$5.59K - $6.24K
|
11.4K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.27% |
$5.59K - $6.24K
|
9.05K
$2.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
23+ 0.52% |
$5.35K - $5.98K
|
4.42K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
23+ 2.03% |
$5.35K - $5.98K
|
1.16K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.34% |
$5.12K - $5.72K
|
6.45K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
22+ 0.15% |
$5.12K - $5.72K
|
14.7K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
22+ 0.6% |
$5.12K - $5.72K
|
3.67K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
21+ 0.34% |
$4.89K - $5.46K
|
6.28K
$1.72M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.19% |
$4.66K - $5.2K
|
10.8K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
20+ 0.47% |
$4.66K - $5.2K
|
4.26K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$4.66K - $5.2K
|
16.5K
$4.52M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20+ 0.19% |
$4.66K - $5.2K
|
10.8K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 0.45% |
$4.66K - $5.2K
|
4.46K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19+ 1.91% |
$4.42K - $4.94K
|
1.01K
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 3.78% |
$4.42K - $4.94K
|
521
$142K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
19+ 0.29% |
$4.42K - $4.94K
|
6.47K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
19+ 0.12% |
$4.42K - $4.94K
|
16.1K
$4.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
18+ 0.08% |
$4.19K - $4.68K
|
23.6K
$6.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.77% |
$4.19K - $4.68K
|
2.35K
$643K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
18+ 0.4% |
$4.19K - $4.68K
|
4.49K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.63% |
$3.96K - $4.42K
|
2.74K
$748K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.28% |
$3.96K - $4.42K
|
6.06K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
17+ 0.06% |
$3.96K - $4.42K
|
28.1K
$7.69M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
16+ 0.97% |
$3.72K - $4.16K
|
1.66K
$455K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
16+ 0.06% |
$3.72K - $4.16K
|
26.5K
$7.24M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.35% |
$3.72K - $4.16K
|
4.53K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 10.96% |
$3.72K - $4.16K
|
162
$44.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15+ 0.35% |
$3.49K - $3.9K
|
4.28K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.54% |
$3.49K - $3.9K
|
2.77K
$758K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.32% |
$3.49K - $3.9K
|
4.73K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
15+ 0.79% |
$3.49K - $3.9K
|
1.91K
$523K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
15+ 0.27% |
$3.49K - $3.9K
|
5.52K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
14+ 0.2% |
$3.26K - $3.64K
|
7.17K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
14+ 0.06% |
$3.26K - $3.64K
|
22.2K
$6.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
14+ 0.34% |
$3.26K - $3.64K
|
4.18K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
14+ 0.38% |
$3.26K - $3.64K
|
3.66K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.36% |
$3.26K - $3.64K
|
3.89K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
13+ 0.36% |
$3.03K - $3.38K
|
3.62K
$991K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
13+ 0.34% |
$3.03K - $3.38K
|
3.89K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
13+ 6.47% |
$3.03K - $3.38K
|
214
$58.5K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.05% |
$3.03K - $3.38K
|
24.9K
$6.81M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$3.03K - $3.38K
|
13
$3.55K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.36% |
$3.03K - $3.38K
|
3.58K
$979K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
12+ 0.93% |
$2.79K - $3.12K
|
1.31K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
11+ 1.4% |
$2.56K - $2.86K
|
798
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$2.56K - $2.86K
|
10.1K
$2.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.45% |
$2.56K - $2.86K
|
2.48K
$677K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$2.56K - $2.86K
|
17.5K
$4.78M
|