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 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-419- 4.75% |
$97.5K - $109K
|
8.39K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-420- 10.01% |
$97.8K - $109K
|
3.78K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-425- 3.68% |
$98.9K - $111K
|
11.1K
$3.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-428- 1.79% |
$99.6K - $111K
|
23.5K
$6.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-430- 8.46% |
$100K - $112K
|
4.65K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-432- 5.65% |
$101K - $112K
|
7.22K
$1.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-439- 5.74% |
$102K - $114K
|
7.21K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-440- 1.32% |
$102K - $114K
|
32.8K
$8.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-442- 33.06% |
$103K - $115K
|
895
$245K
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-442- 63.32% |
$103K - $115K
|
256
$70K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-450- 1.21% |
$105K - $117K
|
36.8K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-450- 8.22% |
$105K - $117K
|
5.02K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-451- 3.44% |
$105K - $117K
|
12.7K
$3.46M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-457- 28.07% |
$106K - $119K
|
1.17K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-464- 8.2% |
$108K - $121K
|
5.19K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-465- 8.19% |
$108K - $121K
|
5.22K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-469- 2.58% |
$109K - $122K
|
17.7K
$4.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-470- 5.0% |
$109K - $122K
|
8.92K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-470- 17.99% |
$109K - $122K
|
2.14K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-473- 1.79% |
$110K - $123K
|
25.9K
$7.09M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-477- 1.25% |
$111K - $124K
|
37.7K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-481- 5.75% |
$112K - $125K
|
7.88K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-481- 18.84% |
$112K - $125K
|
2.07K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-485- 2.19% |
$113K - $126K
|
21.7K
$5.92M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-485- 5.85% |
$113K - $126K
|
7.81K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-486- 28.5% |
$113K - $126K
|
1.22K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-495- 0.22% |
$115K - $129K
|
221K
$60.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-496- 6.8% |
$115K - $129K
|
6.8K
$1.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-497- 1.74% |
$116K - $129K
|
28K
$7.65M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-499- 64.06% |
$116K - $130K
|
280
$76.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-500- 10.08% |
$116K - $130K
|
4.46K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-501- 50.05% |
$117K - $130K
|
500
$137K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-506- 2.0% |
$118K - $132K
|
24.8K
$6.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-508- 1.67% |
$118K - $132K
|
29.8K
$8.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-510- 6.31% |
$119K - $133K
|
7.57K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-510- 0.81% |
$119K - $133K
|
62.5K
$17.1M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-515- 13.09% |
$120K - $134K
|
3.42K
$935K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-516- 3.88% |
$120K - $134K
|
12.8K
$3.49M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-517- 0.99% |
$120K - $134K
|
51.6K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-518- 17.72% |
$121K - $135K
|
2.41K
$658K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-524- 38.59% |
$122K - $136K
|
834
$228K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-524- 10.53% |
$122K - $136K
|
4.45K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-526- 39.25% |
$122K - $137K
|
814
$223K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-541- 6.89% |
$126K - $141K
|
7.31K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-541- 1.83% |
$126K - $141K
|
28.9K
$7.91M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-542- 8.25% |
$126K - $141K
|
6.03K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-544- 2.15% |
$127K - $142K
|
24.8K
$6.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-548- 34.62% |
$128K - $143K
|
1.04K
$283K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-549- 3.31% |
$128K - $143K
|
16K
$4.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-550- 7.51% |
$128K - $143K
|
6.78K
$1.85M
|