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 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.56K- 26.88% |
$595K - $665K
|
6.95K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.56K- 17.13% |
$597K - $667K
|
12.4K
$3.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 3.09% |
$605K - $676K
|
81.5K
$23.6M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.65K- 41.58% |
$616K - $689K
|
3.72K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.68K- 0.33% |
$624K - $697K
|
816K
$237M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.68K- 9.88% |
$624K - $697K
|
24.4K
$7.09M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.72K- 1.5% |
$634K - $708K
|
179K
$51.8M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.72K- 4.13% |
$634K - $709K
|
63.2K
$18.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.75K- 1.7% |
$639K - $714K
|
159K
$46.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.76K- 22.45% |
$642K - $717K
|
9.52K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.77K- 9.38% |
$645K - $721K
|
26.8K
$7.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.81K- 11.72% |
$653K - $730K
|
21.1K
$6.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.82K- 11.78% |
$656K - $734K
|
21.1K
$6.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.83K- 9.65% |
$658K - $735K
|
26.5K
$7.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.84K- 49.1% |
$661K - $739K
|
2.94K
$853K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.88K- 9.15% |
$670K - $749K
|
28.6K
$8.28M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.95K- 27.13% |
$687K - $768K
|
7.93K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.05K- 7.25% |
$709K - $793K
|
39K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.06K- 4.71% |
$712K - $796K
|
61.9K
$17.9M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.17K- 37.99% |
$737K - $824K
|
5.17K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.18K- 2.03% |
$740K - $828K
|
154K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.22K- 36.39% |
$748K - $836K
|
5.62K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 49.1% |
$752K - $841K
|
3.35K
$971K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.24K- 1.81% |
$755K - $843K
|
176K
$51M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.27K- 0.58% |
$762K - $851K
|
557K
$161M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.28K- 2.97% |
$764K - $854K
|
107K
$31.1M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.3K- 8.67% |
$768K - $858K
|
34.8K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 2.7% |
$768K - $859K
|
119K
$34.5M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.32K- 0.67% |
$772K - $863K
|
493K
$143M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.34K- 5.65% |
$776K - $868K
|
55.7K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.34K- 9.82% |
$778K - $870K
|
30.7K
$8.9M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.35K- 3.62% |
$780K - $871K
|
89.3K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.35K- 3.08% |
$781K - $873K
|
106K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3.4K- 3.68% |
$790K - $883K
|
88.9K
$25.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.43K- 0.65% |
$799K - $893K
|
528K
$153M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.44K- 69.41% |
$800K - $894K
|
1.51K
$439K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.52K- 18.87% |
$819K - $916K
|
15.1K
$4.39M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3.53K- 5.36% |
$821K - $918K
|
62.3K
$18M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.53K- 2.53% |
$822K - $919K
|
136K
$39.4M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.55K- 5.37% |
$827K - $924K
|
62.6K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.62K- 20.5% |
$844K - $943K
|
14.1K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.65K- 3.18% |
$850K - $950K
|
111K
$32.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.69K- 21.94% |
$858K - $959K
|
13.1K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.74K- 64.44% |
$871K - $973K
|
2.06K
$598K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.81K- 1.5% |
$887K - $991K
|
250K
$72.4M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.86K- 31.11% |
$898K - $1M
|
8.55K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.89K- 1.54% |
$905K - $1.01M
|
248K
$71.9M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.99K- 51.02% |
$928K - $1.04M
|
3.83K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-3.99K- 3.83% |
$929K - $1.04M
|
100K
$29.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-4.02K- 5.8% |
$935K - $1.04M
|
65.2K
$18.9M
|