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 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-293- 15.32% |
$68.2K - $76.2K
|
1.62K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-293- 1.09% |
$68.2K - $76.2K
|
26.6K
$7.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-296- 16.63% |
$68.9K - $77K
|
1.48K
$435K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-297- 0.94% |
$69.1K - $77.3K
|
31.4K
$9.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-300- 4.52% |
$69.8K - $78K
|
6.34K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-301- 24.45% |
$70.1K - $78.3K
|
930
$272K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-301- 24.45% |
$70.1K - $78.3K
|
930
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-302- 1.79% |
$70.3K - $78.6K
|
16.6K
$4.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-302- 8.59% |
$70.3K - $78.6K
|
3.21K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-306- 1.22% |
$71.2K - $79.6K
|
24.8K
$7.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-307- 7.46% |
$71.5K - $79.9K
|
3.81K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-308- 2.19% |
$71.7K - $80.1K
|
13.8K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-309- 1.5% |
$71.9K - $80.4K
|
20.4K
$5.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-310- 1.61% |
$72.2K - $80.6K
|
18.9K
$5.54M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-310- 5.56% |
$72.2K - $80.6K
|
5.26K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-310- 4.45% |
$72.2K - $80.6K
|
6.66K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-315- 13.94% |
$73.3K - $81.9K
|
1.95K
$570K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-318- 1.79% |
$74K - $82.7K
|
17.4K
$5.11M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-320- 1.3% |
$74.5K - $83.2K
|
24.4K
$7.14M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-320- 17.9% |
$74.5K - $83.2K
|
1.47K
$430K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-322- 0.35% |
$75K - $83.8K
|
92K
$26.9M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-324- 2.48% |
$75.4K - $84.3K
|
12.7K
$3.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-325- 16.94% |
$75.7K - $84.5K
|
1.59K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-326- 18.46% |
$75.9K - $84.8K
|
1.44K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-329- 21.7% |
$76.6K - $85.6K
|
1.19K
$348K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-333- 8.88% |
$77.5K - $86.6K
|
3.42K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-335- 3.64% |
$78K - $87.1K
|
8.86K
$2.6M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-335- 7.47% |
$78K - $87.1K
|
4.15K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-336- 16.06% |
$78.2K - $87.4K
|
1.76K
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-336- 12.82% |
$78.2K - $87.4K
|
2.29K
$670K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-338- 7.9% |
$78.7K - $87.9K
|
3.94K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-340- 0.38% |
$79.1K - $88.4K
|
89.4K
$26.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-343- 0.53% |
$79.8K - $89.2K
|
64.4K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-345- 0.58% |
$80.3K - $89.7K
|
58.7K
$17.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-350- 0.15% |
$81.5K - $91K
|
230K
$67.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-351- 0.58% |
$81.7K - $91.3K
|
60.7K
$17.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-351- 1.11% |
$81.7K - $91.3K
|
31.2K
$9.14M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-351- 1.62% |
$81.7K - $91.3K
|
21.3K
$6.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-352- 6.23% |
$81.9K - $91.6K
|
5.3K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 5.8% |
$82.4K - $92.1K
|
5.75K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-357- 3.68% |
$83.1K - $92.9K
|
9.34K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-358- 13.12% |
$83.3K - $93.1K
|
2.37K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-358- 3.76% |
$83.3K - $93.1K
|
9.16K
$2.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-359- 7.94% |
$83.6K - $93.4K
|
4.17K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-360- 18.62% |
$83.8K - $93.7K
|
1.57K
$461K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-363- 7.24% |
$84.5K - $94.4K
|
4.65K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-365- 3.67% |
$85K - $95K
|
9.58K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-367- 0.27% |
$85.4K - $95.5K
|
134K
$39.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-369- 1.58% |
$85.9K - $96K
|
23K
$6.75M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-370- 7.71% |
$86.1K - $96.3K
|
4.43K
$1.3M
|