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 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 46.23% |
$348K - $389K
|
1.74K
$516K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.5K- 6.1% |
$350K - $391K
|
23.1K
$6.86M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.93% |
$350K - $392K
|
17.5K
$5.18M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 3.38% |
$353K - $394K
|
43.4K
$12.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.52K- 1.43% |
$353K - $395K
|
105K
$31.1M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-1.52K- 1.28% |
$354K - $395K
|
117K
$34.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.56K- 7.34% |
$364K - $407K
|
19.8K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.57K- 0.54% |
$364K - $407K
|
287K
$85.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.57K- 2.09% |
$366K - $409K
|
73.6K
$21.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.63K- 1.29% |
$379K - $424K
|
125K
$37M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 1.79% |
$380K - $425K
|
89.5K
$26.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.66K- 10.68% |
$386K - $431K
|
13.9K
$4.11M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.68K- 36.31% |
$390K - $436K
|
2.94K
$871K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.69K- 2.82% |
$394K - $440K
|
58.4K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 12.83% |
$395K - $442K
|
11.5K
$3.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.74K- 29.33% |
$404K - $452K
|
4.18K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.75K- 6.34% |
$407K - $455K
|
25.8K
$7.66M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.75K- 47.5% |
$407K - $455K
|
1.93K
$573K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.8K- 10.11% |
$419K - $468K
|
16K
$4.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.81K- 2.77% |
$421K - $470K
|
63.4K
$18.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.81K- 3.95% |
$422K - $471K
|
44K
$13.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.86K- 0.9% |
$433K - $484K
|
205K
$60.7M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.89K- 3.19% |
$440K - $492K
|
57.4K
$17M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.91K- 50.07% |
$444K - $497K
|
1.9K
$565K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.93K- 9.26% |
$450K - $503K
|
18.9K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.94K- 13.27% |
$451K - $504K
|
12.7K
$3.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.95K- 6.75% |
$454K - $508K
|
27K
$8M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.96K- 15.32% |
$456K - $509K
|
10.8K
$3.21M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.97K- 30.09% |
$459K - $512K
|
4.58K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.98K- 7.44% |
$460K - $514K
|
24.6K
$7.28M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-2K- 5.88% |
$465K - $520K
|
32K
$9.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.02K- 21.97% |
$469K - $524K
|
7.16K
$2.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.04K- 2.39% |
$475K - $531K
|
83.5K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.07K- 32.37% |
$481K - $537K
|
4.31K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.08K- 14.53% |
$484K - $541K
|
12.2K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-2.09K- 27.18% |
$486K - $543K
|
5.59K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.09K- 35.33% |
$486K - $543K
|
3.82K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.09K- 4.46% |
$486K - $543K
|
44.7K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.11K- 10.88% |
$490K - $548K
|
17.3K
$5.12M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.14K- 69.16% |
$497K - $556K
|
953
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.14K- 2.85% |
$498K - $557K
|
72.9K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.14K- 0.62% |
$498K - $557K
|
341K
$101M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 4.12% |
$505K - $565K
|
50.5K
$15M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.18K- 1.25% |
$507K - $567K
|
173K
$51.2M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 1.37% |
$508K - $567K
|
157K
$46.4M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.19K- 22.61% |
$510K - $570K
|
7.51K
$2.23M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-2.23K- 7.03% |
$520K - $581K
|
29.5K
$8.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.26K- 0.23% |
$527K - $588K
|
963K
$285M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.26K- 0.46% |
$527K - $589K
|
489K
$145M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.28K- 10.0% |
$531K - $593K
|
20.5K
$6.08M
|