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 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.79K- 5.91% |
$1.81M - $2.03M
|
124K
$34.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.82K- 5.12% |
$1.82M - $2.04M
|
145K
$40.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.89K- 61.08% |
$1.84M - $2.05M
|
5.03K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-7.93K- 3.24% |
$1.85M - $2.06M
|
237K
$66M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-8.19K- 27.66% |
$1.91M - $2.13M
|
21.4K
$5.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8.22K- 4.48% |
$1.91M - $2.14M
|
175K
$48.9M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-8.31K- 12.28% |
$1.94M - $2.16M
|
59.4K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-8.7K- 4.08% |
$2.03M - $2.26M
|
205K
$57.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.85K- 25.64% |
$2.06M - $2.3M
|
25.7K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.93K- 5.1% |
$2.08M - $2.32M
|
166K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-9.08K- 2.2% |
$2.11M - $2.36M
|
404K
$113M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.13K- 5.73% |
$2.13M - $2.38M
|
150K
$41.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-9.2K- 36.14% |
$2.14M - $2.39M
|
16.3K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.55K- 0.58% |
$2.22M - $2.48M
|
1.63M
$455M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.72K- 3.08% |
$2.26M - $2.53M
|
306K
$85.4M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.72K- 16.25% |
$2.26M - $2.53M
|
50.1K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-10K- 55.63% |
$2.34M - $2.61M
|
8.01K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.4K- 18.61% |
$2.42M - $2.7M
|
45.5K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10.6K- 16.53% |
$2.47M - $2.76M
|
53.6K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.6K- 1.63% |
$2.47M - $2.76M
|
641K
$179M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.8K- 19.64% |
$2.51M - $2.8M
|
44.1K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.9K- 3.18% |
$2.55M - $2.85M
|
333K
$93M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.1K- 19.17% |
$2.58M - $2.88M
|
46.7K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-11.1K- 35.84% |
$2.59M - $2.89M
|
19.9K
$5.55M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.3K- 5.12% |
$2.63M - $2.94M
|
210K
$58.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-11.5K- 12.57% |
$2.68M - $3M
|
80.1K
$22.3M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.5K- 21.02% |
$2.68M - $3M
|
43.3K
$12.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-11.6K- 7.19% |
$2.69M - $3.01M
|
149K
$41.7M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 7.87% |
$2.74M - $3.06M
|
138K
$38.4M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-11.8K- 78.1% |
$2.75M - $3.08M
|
3.32K
$925K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.3K- 4.68% |
$2.87M - $3.2M
|
251K
$70M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 3.68% |
$2.88M - $3.22M
|
324K
$90.4M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12.5K- 26.08% |
$2.92M - $3.26M
|
35.5K
$9.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.5K- 47.07% |
$2.92M - $3.26M
|
14.1K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-12.8K- 20.24% |
$2.98M - $3.33M
|
50.4K
$14.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-12.8K- 5.36% |
$2.98M - $3.33M
|
226K
$63.1M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-13K- 2.62% |
$3.04M - $3.39M
|
484K
$135M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-13.3K- 1.55% |
$3.09M - $3.45M
|
844K
$235M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 72.14% |
$3.1M - $3.46M
|
5.14K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.4K- 7.79% |
$3.13M - $3.5M
|
159K
$44.4M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13.9K- 5.99% |
$3.23M - $3.61M
|
218K
$60.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-14.5K- 1.04% |
$3.37M - $3.77M
|
1.38M
$385M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.6K- 59.44% |
$3.39M - $3.79M
|
9.93K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-14.6K- 3.39% |
$3.4M - $3.8M
|
416K
$116M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.9K- 20.54% |
$3.47M - $3.88M
|
57.6K
$16.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.2K- 11.43% |
$3.54M - $3.96M
|
118K
$32.9M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15.3K- 22.42% |
$3.55M - $3.97M
|
52.8K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-15.4K- 98.3% |
$3.58M - $4.01M
|
267
$74.5K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15.5K- 37.81% |
$3.6M - $4.02M
|
25.4K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.6K- 5.56% |
$3.63M - $4.05M
|
265K
$73.9M
|