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 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-61- 18.43% |
$14.2K - $15.9K
|
270
$80.1K
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-61- 3.55% |
$14.2K - $15.9K
|
1.66K
$492K
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-64- 6.26% |
$14.9K - $16.6K
|
959
$284K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-64- 2.63% |
$14.9K - $16.6K
|
2.37K
$701K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 3.25% |
$14.9K - $16.6K
|
1.91K
$565K
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-64- 0.05% |
$14.9K - $16.6K
|
121K
$35.8M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-67- 2.13% |
$15.6K - $17.4K
|
3.08K
$914K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-68- 0.63% |
$15.8K - $17.7K
|
10.8K
$3.2M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-68- 0.5% |
$15.8K - $17.7K
|
13.6K
$4.03M
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-68- 4.05% |
$15.8K - $17.7K
|
1.61K
$478K
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-68- 5.64% |
$15.8K - $17.7K
|
1.14K
$337K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-69- 0.47% |
$16.1K - $17.9K
|
14.6K
$4.32M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-69- 1.97% |
$16.1K - $17.9K
|
3.44K
$1.02M
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 0.34% |
$16.3K - $18.2K
|
20.6K
$6.11M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-71- 0.52% |
$16.5K - $18.5K
|
13.7K
$4.06M
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-72- 1.67% |
$16.8K - $18.7K
|
4.23K
$1.25M
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-72- 0.57% |
$16.8K - $18.7K
|
12.7K
$3.75M
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-72- 0.76% |
$16.8K - $18.7K
|
9.44K
$2.8M
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-73- 3.29% |
$17K - $19K
|
2.15K
$637K
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-75- 0.38% |
$17.5K - $19.5K
|
19.7K
$5.83M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-75- 0.6% |
$17.5K - $19.5K
|
12.4K
$3.66M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-75- 0.84% |
$17.5K - $19.5K
|
8.87K
$2.63M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-75- 1.35% |
$17.5K - $19.5K
|
5.5K
$1.63M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-76- 4.23% |
$17.7K - $19.8K
|
1.72K
$510K
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-76- 2.19% |
$17.7K - $19.8K
|
3.39K
$1.01M
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-78- 0.2% |
$18.2K - $20.3K
|
38.7K
$11.5M
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-78- 5.95% |
$18.2K - $20.3K
|
1.23K
$365K
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-79- 7.87% |
$18.4K - $20.6K
|
925
$274K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 3.98% |
$18.6K - $20.8K
|
1.93K
$572K
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-80- 8.26% |
$18.6K - $20.8K
|
888
$263K
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-80- 8.65% |
$18.6K - $20.8K
|
845
$251K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.18% |
$18.6K - $20.8K
|
43.8K
$13M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-81- 4.33% |
$18.9K - $21.1K
|
1.79K
$530K
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-81- 3.39% |
$18.9K - $21.1K
|
2.31K
$685K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-81- 1.53% |
$18.9K - $21.1K
|
5.22K
$1.55M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-83- 0.97% |
$19.3K - $21.6K
|
8.47K
$2.51M
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-83- 8.32% |
$19.3K - $21.6K
|
914
$271K
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-84- 1.43% |
$19.6K - $21.9K
|
5.81K
$1.72M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-84- 2.57% |
$19.6K - $21.9K
|
3.19K
$946K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-84- 8.87% |
$19.6K - $21.9K
|
863
$256K
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-85- 7.56% |
$19.8K - $22.1K
|
1.04K
$308K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-85- 1.25% |
$19.8K - $22.1K
|
6.73K
$1.99M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-88- 10.22% |
$20.5K - $22.9K
|
773
$229K
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-88- 3.97% |
$20.5K - $22.9K
|
2.13K
$631K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-89- 0.68% |
$20.7K - $23.2K
|
13.1K
$3.87M
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-89- 1.1% |
$20.7K - $23.2K
|
8K
$2.37M
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-90- 3.83% |
$20.9K - $23.4K
|
2.26K
$670K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-90- 1.56% |
$20.9K - $23.4K
|
5.67K
$1.68M
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-90- 7.74% |
$20.9K - $23.4K
|
1.07K
$318K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-91- 8.91% |
$21.2K - $23.7K
|
930
$276K
|