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 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.3K+ 2.82% |
$4.02M - $4.49M
|
630K
$185M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
17.2K+ 1.38% |
$4.01M - $4.48M
|
1.27M
$371M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17K+ 7.04% |
$3.95M - $4.41M
|
258K
$75.6M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.7K+ 7.39% |
$3.9M - $4.36M
|
243K
$71.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.5K+ 3.14% |
$3.84M - $4.3M
|
543K
$159M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.4KNew |
$3.82M - $4.27M
|
16.4K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16K+ 7.92% |
$3.73M - $4.16M
|
218K
$63.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 6.55% |
$3.68M - $4.11M
|
257K
$75.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15.6K+ 37.75% |
$3.63M - $4.06M
|
56.9K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
15.5K+ 2.38% |
$3.6M - $4.02M
|
664K
$194M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.4KNew |
$3.57M - $3.99M
|
15.4K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
15.3K+ 7.65% |
$3.57M - $3.99M
|
216K
$63.2M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15K+ 9.46% |
$3.5M - $3.91M
|
174K
$51M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15K+ 45.28% |
$3.5M - $3.91M
|
48.2K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
15K+ 4.07% |
$3.48M - $3.89M
|
383K
$112M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14.9K+ 28.98% |
$3.46M - $3.87M
|
66.1K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.6K+ 282.84% |
$3.41M - $3.81M
|
19.8K
$5.8M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
14.5KNew |
$3.37M - $3.77M
|
14.5K
$4.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
14.3KNew |
$3.33M - $3.73M
|
14.3K
$4.2M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
14.3KNew |
$3.32M - $3.71M
|
14.3K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14.2K+ 12.25% |
$3.3M - $3.69M
|
130K
$38.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
13.8K+ 2.82% |
$3.21M - $3.59M
|
502K
$147M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.8KNew |
$3.21M - $3.58M
|
13.8K
$4.04M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$3.18M - $3.55M
|
13.7K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.6K+ 4.04% |
$3.17M - $3.54M
|
350K
$103M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.5K+ 407.02% |
$3.15M - $3.52M
|
16.8K
$4.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
13.5K+ 6.13% |
$3.14M - $3.51M
|
234K
$68.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.4K+ 13.84% |
$3.11M - $3.47M
|
110K
$32.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
13.3K+ 2.88% |
$3.1M - $3.46M
|
476K
$139M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.9K+ 163.9% |
$3M - $3.36M
|
20.8K
$6.08M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.8KNew |
$2.98M - $3.33M
|
12.8K
$3.75M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 10.01% |
$2.98M - $3.33M
|
141K
$41.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12.7K+ 15.92% |
$2.96M - $3.31M
|
92.7K
$27.2M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.4K+ 137.91% |
$2.9M - $3.24M
|
21.5K
$6.29M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
12.3KNew |
$2.87M - $3.21M
|
12.3K
$3.61M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12.3K+ 11.85% |
$2.87M - $3.21M
|
116K
$34.1M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12.2K+ 24.11% |
$2.83M - $3.16M
|
62.6K
$18.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1K+ 76.27% |
$2.82M - $3.15M
|
28K
$8.21M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
12.1K+ 3.75% |
$2.82M - $3.15M
|
335K
$98.1M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12K+ 10.43% |
$2.79M - $3.12M
|
127K
$37.2M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.9K+ 510.79% |
$2.78M - $3.1M
|
14.3K
$4.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
11.9K+ 10.84% |
$2.77M - $3.1M
|
122K
$35.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.7K+ 40.34% |
$2.73M - $3.05M
|
40.8K
$12M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.5K+ 39.2% |
$2.69M - $3M
|
41K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.5K+ 496.02% |
$2.67M - $2.98M
|
13.8K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
11.4K+ 5.28% |
$2.66M - $2.98M
|
228K
$66.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.4K+ 10.2% |
$2.65M - $2.96M
|
123K
$36M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.2K+ 353.81% |
$2.61M - $2.92M
|
14.4K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.2K+ 412.35% |
$2.61M - $2.92M
|
13.9K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.1KNew |
$2.59M - $2.9M
|
11.1K
$3.26M
|