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 |
|---|---|---|---|---|---|---|---|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.25% |
$1.16K - $1.3K
|
1.99K
$545K
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
5+ 0.32% |
$1.16K - $1.3K
|
1.58K
$431K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.79% |
$931 - $1.04K
|
228
$62.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.33% |
$931 - $1.04K
|
1.21K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4+ 0.36% |
$931 - $1.04K
|
1.11K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4+ 0.3% |
$931 - $1.04K
|
1.34K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.15% |
$931 - $1.04K
|
2.6K
$710K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4+ 0.38% |
$931 - $1.04K
|
1.05K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.42% |
$931 - $1.04K
|
955
$261K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.24% |
$931 - $1.04K
|
1.68K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.07% |
$931 - $1.04K
|
5.42K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4+ 0.05% |
$931 - $1.04K
|
8.34K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$931 - $1.04K
|
1.11K
$302K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4+ 0.41% |
$931 - $1.04K
|
972
$266K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$698 - $780
|
646
$177K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3+ 0.1% |
$698 - $780
|
3.13K
$856K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3+ 0.29% |
$698 - $780
|
1.02K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.23% |
$698 - $780
|
1.32K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3+ 0.11% |
$698 - $780
|
2.78K
$761K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$698 - $780
|
2.56K
$699K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.23% |
$698 - $780
|
1.28K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.22% |
$698 - $780
|
1.37K
$373K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.33% |
$698 - $780
|
912
$249K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$698 - $780
|
7.18K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.17% |
$698 - $780
|
1.81K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$698 - $780
|
1.39K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.03% |
$698 - $780
|
10.9K
$2.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$466 - $520
|
970
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.08% |
$466 - $520
|
2.54K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.09% |
$466 - $520
|
2.17K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.18% |
$466 - $520
|
1.1K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$466 - $520
|
8.8K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2+ 0.01% |
$466 - $520
|
16.4K
$4.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.17% |
$466 - $520
|
1.21K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2+ 0.21% |
$466 - $520
|
959
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.38% |
$466 - $520
|
528
$144K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2+ 0.18% |
$466 - $520
|
1.14K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2+ 0.04% |
$466 - $520
|
5.32K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.05% |
$466 - $520
|
3.79K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$466 - $520
|
1.93K
$527K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$466 - $520
|
1.64K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2+ 0.02% |
$466 - $520
|
12K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
2+ 0.01% |
$466 - $520
|
26.6K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.12% |
$466 - $520
|
1.67K
$457K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.59% |
$466 - $520
|
342
$93.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.12% |
$233 - $260
|
847
$232K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$233 - $260
|
1.02K
$278K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
1+ 0.08% |
$233 - $260
|
1.33K
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.04% |
$233 - $260
|
2.81K
$769K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$233 - $260
|
5.22K
$1.43M
|