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 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-43- 3.92% |
$10K - $11.2K
|
1.05K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-43- 9.75% |
$10K - $11.2K
|
398
$115K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-43- 4.6% |
$10K - $11.2K
|
891
$258K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-44- 3.2% |
$10.2K - $11.4K
|
1.33K
$386K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-45- 9.2% |
$10.5K - $11.7K
|
444
$129K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45- 0.14% |
$10.5K - $11.7K
|
31.9K
$9.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-45- 0.83% |
$10.5K - $11.7K
|
5.38K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-45- 1.58% |
$10.5K - $11.7K
|
2.8K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-45- 5.03% |
$10.5K - $11.7K
|
850
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 0.51% |
$10.7K - $12K
|
9.01K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-47- 6.49% |
$10.9K - $12.2K
|
677
$196K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-48- 0.93% |
$11.2K - $12.5K
|
5.11K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-49- 1.0% |
$11.4K - $12.7K
|
4.86K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-49- 0.49% |
$11.4K - $12.7K
|
9.91K
$2.87M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-49- 3.76% |
$11.4K - $12.7K
|
1.25K
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-50- 1.99% |
$11.6K - $13K
|
2.46K
$714K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-50- 6.67% |
$11.6K - $13K
|
700
$203K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-50- 0.47% |
$11.6K - $13K
|
10.7K
$3.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-53- 0.83% |
$12.3K - $13.8K
|
6.33K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-53- 1.5% |
$12.3K - $13.8K
|
3.47K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-54- 3.09% |
$12.6K - $14K
|
1.69K
$491K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-55- 1.82% |
$12.8K - $14.3K
|
2.96K
$858K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-55- 1.61% |
$12.8K - $14.3K
|
3.36K
$975K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-56- 0.93% |
$13K - $14.6K
|
5.98K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-56- 2.6% |
$13K - $14.6K
|
2.1K
$607K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-58- 4.06% |
$13.5K - $15.1K
|
1.37K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-60- 2.11% |
$14K - $15.6K
|
2.78K
$806K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-60- 1.22% |
$14K - $15.6K
|
4.85K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-60- 44.44% |
$14K - $15.6K
|
75
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-60- 1.34% |
$14K - $15.6K
|
4.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 0.1% |
$14K - $15.6K
|
57.5K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-61- 18.43% |
$14.2K - $15.9K
|
270
$78.3K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-61- 3.55% |
$14.2K - $15.9K
|
1.66K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-64- 6.26% |
$14.9K - $16.6K
|
959
$278K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-64- 2.63% |
$14.9K - $16.6K
|
2.37K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 3.25% |
$14.9K - $16.6K
|
1.91K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-64- 0.05% |
$14.9K - $16.6K
|
121K
$35M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-67- 2.13% |
$15.6K - $17.4K
|
3.08K
$894K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-68- 0.63% |
$15.8K - $17.7K
|
10.8K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-68- 0.5% |
$15.8K - $17.7K
|
13.6K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-68- 4.05% |
$15.8K - $17.7K
|
1.61K
$467K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-68- 5.64% |
$15.8K - $17.7K
|
1.14K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-69- 0.47% |
$16.1K - $17.9K
|
14.6K
$4.22M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-69- 1.97% |
$16.1K - $17.9K
|
3.44K
$996K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 0.34% |
$16.3K - $18.2K
|
20.6K
$5.98M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-71- 0.52% |
$16.5K - $18.5K
|
13.7K
$3.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-72- 1.67% |
$16.8K - $18.7K
|
4.23K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-72- 0.57% |
$16.8K - $18.7K
|
12.7K
$3.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-72- 0.76% |
$16.8K - $18.7K
|
9.44K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-73- 3.29% |
$17K - $19K
|
2.15K
$623K
|