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 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.69K- 21.94% |
$858K - $959K
|
13.1K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.74K- 64.44% |
$871K - $973K
|
2.06K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.81K- 1.5% |
$887K - $991K
|
250K
$82.6M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.86K- 31.11% |
$898K - $1M
|
8.55K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.89K- 1.54% |
$905K - $1.01M
|
248K
$82.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.99K- 51.02% |
$928K - $1.04M
|
3.83K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-3.99K- 3.83% |
$929K - $1.04M
|
100K
$33.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-4.02K- 5.8% |
$935K - $1.04M
|
65.2K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.05K- 1.98% |
$943K - $1.05M
|
201K
$66.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.08K- 11.41% |
$950K - $1.06M
|
31.7K
$10.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.12K- 11.19% |
$959K - $1.07M
|
32.7K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.13K- 11.06% |
$961K - $1.07M
|
33.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-4.14K- 7.85% |
$963K - $1.08M
|
48.6K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.17K- 4.34% |
$971K - $1.09M
|
92K
$30.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
SELL
|
- |
-4.23K- 0.91% |
$985K - $1.1M
|
462K
$153M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.25K- 9.8% |
$990K - $1.11M
|
39.1K
$12.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.32K- 1.77% |
$1M - $1.12M
|
240K
$79.4M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.34K- 19.3% |
$1.01M - $1.13M
|
18.1K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.39K- 9.11% |
$1.02M - $1.14M
|
43.8K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.52K- 5.81% |
$1.05M - $1.18M
|
73.3K
$24.3M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.59K- 1.57% |
$1.07M - $1.2M
|
288K
$95.2M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.73K- 59.95% |
$1.1M - $1.23M
|
3.16K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-4.73K- 5.57% |
$1.1M - $1.23M
|
80.2K
$26.6M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.74K- 14.6% |
$1.1M - $1.23M
|
27.7K
$9.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-4.88K- 2.7% |
$1.14M - $1.27M
|
176K
$58.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.91K- 14.83% |
$1.14M - $1.28M
|
28.2K
$9.33M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.96K- 1.24% |
$1.15M - $1.29M
|
396K
$131M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.02K- 5.32% |
$1.17M - $1.31M
|
89.3K
$29.6M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.09K- 0.24% |
$1.18M - $1.32M
|
2.13M
$706M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.09K- 0.24% |
$1.18M - $1.32M
|
2.13M
$706M
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-5.14K- 1.57% |
$1.2M - $1.34M
|
322K
$106M
|
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-5.18K- 0.69% |
$1.21M - $1.35M
|
743K
$246M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.2K- 53.04% |
$1.21M - $1.35M
|
4.6K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.21K- 95.89% |
$1.21M - $1.35M
|
223
$73.8K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 53.58% |
$1.21M - $1.36M
|
4.52K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.23K- 3.75% |
$1.22M - $1.36M
|
134K
$44.4M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5.25K- 9.24% |
$1.22M - $1.37M
|
51.6K
$17.1M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5.26K- 3.06% |
$1.22M - $1.37M
|
167K
$55.1M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-5.27K- 8.69% |
$1.23M - $1.37M
|
55.4K
$18.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.29K- 21.76% |
$1.23M - $1.37M
|
19K
$6.29M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.29K- 5.46% |
$1.23M - $1.38M
|
91.7K
$30.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.32K- 45.59% |
$1.24M - $1.38M
|
6.35K
$2.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-5.36K- 6.56% |
$1.25M - $1.39M
|
76.3K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-5.37K- 60.26% |
$1.25M - $1.4M
|
3.54K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.41K- 35.16% |
$1.26M - $1.41M
|
9.98K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.47K- 15.01% |
$1.27M - $1.42M
|
31K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.72K- 86.74% |
$1.33M - $1.49M
|
874
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 0.67% |
$1.34M - $1.5M
|
849K
$281M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5.86K- 82.38% |
$1.36M - $1.52M
|
1.25K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.89K- 7.19% |
$1.37M - $1.53M
|
76K
$25.2M
|