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
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 72.14% |
$3.1M - $3.46M
|
5.14K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.4K- 7.79% |
$3.13M - $3.5M
|
159K
$46.1M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13.9K- 5.99% |
$3.23M - $3.61M
|
218K
$63.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-14.5K- 1.04% |
$3.37M - $3.77M
|
1.38M
$400M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.6K- 59.44% |
$3.39M - $3.79M
|
9.93K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-14.6K- 3.39% |
$3.4M - $3.8M
|
416K
$120M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.9K- 20.54% |
$3.47M - $3.88M
|
57.6K
$16.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.2K- 11.43% |
$3.54M - $3.96M
|
118K
$34.2M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15.3K- 22.42% |
$3.55M - $3.97M
|
52.8K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-15.4K- 98.3% |
$3.58M - $4.01M
|
267
$77.4K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15.5K- 37.81% |
$3.6M - $4.02M
|
25.4K
$7.37M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.6K- 5.56% |
$3.63M - $4.05M
|
265K
$76.8M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 3.3% |
$3.63M - $4.06M
|
458K
$133M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15.9K- 10.48% |
$3.7M - $4.14M
|
136K
$39.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.6K- 4.49% |
$3.87M - $4.32M
|
354K
$103M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-16.9K- 23.82% |
$3.93M - $4.39M
|
54K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.1K- 2.04% |
$3.99M - $4.46M
|
821K
$238M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-17.2K- 50.54% |
$4.01M - $4.49M
|
16.9K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-17.6K- 6.77% |
$4.1M - $4.58M
|
242K
$70.2M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17.6K- 6.77% |
$4.1M - $4.58M
|
242K
$70.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-17.7K- 3.67% |
$4.12M - $4.6M
|
465K
$135M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.2K- 17.28% |
$4.24M - $4.74M
|
87.2K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-18.6K- 98.98% |
$4.32M - $4.83M
|
192
$55.7K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-18.7K- 55.89% |
$4.36M - $4.87M
|
14.8K
$4.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-19.4K- 88.15% |
$4.52M - $5.05M
|
2.61K
$757K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-20K- 1.47% |
$4.65M - $5.2M
|
1.34M
$389M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-20.5K- 1.54% |
$4.78M - $5.34M
|
1.31M
$380M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-21.7K- 6.74% |
$5.05M - $5.64M
|
300K
$87M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-21.7K- 3.07% |
$5.06M - $5.65M
|
686K
$199M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-22.3K- 56.02% |
$5.18M - $5.79M
|
17.5K
$5.06M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-22.3K- 17.09% |
$5.2M - $5.81M
|
108K
$31.4M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22.9K- 23.24% |
$5.32M - $5.95M
|
75.5K
$21.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-22.9K- 23.55% |
$5.33M - $5.95M
|
74.3K
$21.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-23.3K- 68.83% |
$5.42M - $6.06M
|
10.5K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-24.7K- 15.2% |
$5.75M - $6.42M
|
138K
$39.9M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.9K- 9.51% |
$5.79M - $6.47M
|
237K
$68.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 1.0% |
$5.82M - $6.51M
|
2.49M
$721M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25.6K- 3.17% |
$5.95M - $6.65M
|
781K
$226M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-28.3K- 89.63% |
$6.59M - $7.37M
|
3.28K
$950K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-28.8K- 88.88% |
$6.7M - $7.49M
|
3.6K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.5K- 2.75% |
$6.86M - $7.67M
|
1.04M
$302M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.3K- 0.71% |
$7.28M - $8.14M
|
4.37M
$1.27B
|
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
SELL
|
- |
-32.4K- 0.31% |
$7.55M - $8.43M
|
10.6M
$3.06B
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-41.4K- 2.42% |
$9.63M - $10.8M
|
1.67M
$483M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-41.6K- 15.71% |
$9.69M - $10.8M
|
223K
$64.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.9K- 3.44% |
$10.2M - $11.4M
|
1.23M
$357M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.1K- 6.97% |
$10.3M - $11.5M
|
589K
$171M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-47.8K- 8.72% |
$11.1M - $12.4M
|
501K
$145M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-48.7K- 90.86% |
$11.3M - $12.7M
|
4.9K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-48.8K- 10.39% |
$11.4M - $12.7M
|
421K
$122M
|