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 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
33.1K+ 139.46% |
$7.71M - $8.62M
|
56.9K
$16.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
32.9KNew |
$7.67M - $8.57M
|
32.9K
$9.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
32.7K+ 8.87% |
$7.61M - $8.51M
|
402K
$118M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
32.5KNew |
$7.56M - $8.45M
|
32.5K
$9.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
32K+ 18.04% |
$7.46M - $8.33M
|
210K
$61.4M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
31.9K+ 5413.24% |
$7.42M - $8.29M
|
32.5K
$9.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
31.7K+ 10.43% |
$7.39M - $8.26M
|
336K
$98.5M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
31.5KNew |
$7.32M - $8.18M
|
31.5K
$9.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.3KNew |
$7.29M - $8.14M
|
31.3K
$9.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
31.3K+ 25.33% |
$7.28M - $8.14M
|
155K
$45.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
31.2K+ 215.26% |
$7.26M - $8.11M
|
45.7K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31K+ 728.99% |
$7.21M - $8.05M
|
35.2K
$10.3M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
30.7K+ 31.34% |
$7.14M - $7.98M
|
129K
$37.7M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
29.9K+ 5.38% |
$6.96M - $7.78M
|
586K
$172M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
29.3K+ 150.51% |
$6.82M - $7.62M
|
48.7K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
29K+ 2564.96% |
$6.75M - $7.54M
|
30.1K
$8.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
28.2K+ 15.26% |
$6.56M - $7.33M
|
213K
$62.4M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
28.1K+ 16.98% |
$6.53M - $7.3M
|
193K
$56.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
27.7KNew |
$6.44M - $7.2M
|
27.7K
$8.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.7K+ 7.66% |
$6.22M - $6.95M
|
375K
$110M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.4K+ 113.43% |
$6.14M - $6.87M
|
49.7K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.9K+ 72.31% |
$6.03M - $6.74M
|
61.8K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
24.5K+ 12.92% |
$5.71M - $6.38M
|
214K
$62.8M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
24.3K+ 27.39% |
$5.66M - $6.33M
|
113K
$33.1M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
24.3K+ 10.58% |
$5.65M - $6.31M
|
254K
$74.3M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24.1KNew |
$5.61M - $6.26M
|
24.1K
$7.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24K+ 292.07% |
$5.57M - $6.23M
|
32.2K
$9.42M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
23.6K+ 11.28% |
$5.5M - $6.14M
|
233K
$68.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
23.6K+ 8.41% |
$5.49M - $6.13M
|
304K
$89.1M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.1K+ 15.01% |
$5.37M - $6M
|
177K
$51.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23K+ 194.2% |
$5.35M - $5.98M
|
34.8K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.9K+ 16.82% |
$5.32M - $5.95M
|
159K
$46.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 0.74% |
$5.1M - $5.7M
|
2.98M
$872M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
21.2KNew |
$4.94M - $5.52M
|
21.2K
$6.22M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
21.2KNew |
$4.94M - $5.52M
|
21.2K
$6.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20.9K+ 104.71% |
$4.88M - $5.45M
|
40.9K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 11.59% |
$4.87M - $5.45M
|
202K
$59.1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 46.43% |
$4.84M - $5.41M
|
65.6K
$19.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 0.56% |
$4.84M - $5.41M
|
3.76M
$1.1B
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 1203.97% |
$4.73M - $5.29M
|
22K
$6.45M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
20.3K+ 5.87% |
$4.73M - $5.28M
|
366K
$107M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.7K+ 4.07% |
$4.58M - $5.12M
|
503K
$147M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19K+ 12.36% |
$4.42M - $4.94M
|
173K
$50.6M
|
|
|
May 13, 2024
Q1 2024
|
Oikos Holdings LLC
|
BUY
|
- |
18.8K+ 5.17% |
$4.38M - $4.89M
|
382K
$112M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.4K+ 10.95% |
$4.29M - $4.79M
|
187K
$54.7M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.4K+ 57.72% |
$4.28M - $4.78M
|
50.2K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.4K+ 735.67% |
$4.27M - $4.77M
|
20.9K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3K+ 9.92% |
$4.25M - $4.75M
|
202K
$59.3M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 18.29% |
$4.12M - $4.6M
|
115K
$33.5M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17.5K+ 46.48% |
$4.07M - $4.55M
|
55.2K
$16.2M
|