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 01, 2024
Q1 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
11K+ 5.32% |
$2.55M - $2.85M
|
217K
$65.2M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.9K+ 45.97% |
$2.54M - $2.84M
|
34.7K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
10.6K+ 13.17% |
$2.48M - $2.77M
|
91.5K
$27.4M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.5K+ 21.38% |
$2.46M - $2.74M
|
59.9K
$18M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10.5K+ 104.62% |
$2.46M - $2.74M
|
20.6K
$6.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
10.5K+ 4.68% |
$2.45M - $2.74M
|
236K
$70.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10.5KNew |
$2.45M - $2.74M
|
10.5K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
10.4K+ 1.51% |
$2.42M - $2.71M
|
701K
$210M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4K+ 5.78% |
$2.42M - $2.7M
|
190K
$57.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2K+ 2.48% |
$2.38M - $2.66M
|
424K
$127M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
10.1K+ 103.32% |
$2.36M - $2.63M
|
19.9K
$5.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
10.1K+ 37.13% |
$2.35M - $2.62M
|
37.2K
$11.2M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10K+ 5.11% |
$2.34M - $2.61M
|
206K
$61.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.87K+ 1.93% |
$2.3M - $2.57M
|
520K
$156M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
9.71KNew |
$2.26M - $2.53M
|
9.71K
$2.91M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
9.66K+ 7.99% |
$2.25M - $2.51M
|
131K
$39.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.64K+ 2.34% |
$2.24M - $2.51M
|
421K
$126M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.57K+ 16.74% |
$2.23M - $2.49M
|
66.7K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.52K+ 1.85% |
$2.22M - $2.48M
|
525K
$157M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
9.38KNew |
$2.18M - $2.44M
|
9.38K
$2.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
9.32K+ 19.82% |
$2.17M - $2.42M
|
56.3K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.3K+ 2.71% |
$2.17M - $2.42M
|
352K
$106M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.22K+ 162.81% |
$2.14M - $2.4M
|
14.9K
$4.46M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
9.11K+ 1.65% |
$2.12M - $2.37M
|
561K
$168M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.08K+ 6.19% |
$2.11M - $2.36M
|
156K
$46.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
9.07K+ 33.58% |
$2.11M - $2.36M
|
36.1K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.86K+ 18.65% |
$2.06M - $2.3M
|
56.3K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.85K+ 22.9% |
$2.06M - $2.3M
|
47.5K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8.83K+ 1.02% |
$2.06M - $2.3M
|
873K
$262M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
8.65K+ 11.15% |
$2.01M - $2.25M
|
86.2K
$25.9M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.51K+ 123.64% |
$1.98M - $2.21M
|
15.4K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.37K+ 3.13% |
$1.95M - $2.18M
|
276K
$82.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.34K+ 6.67% |
$1.94M - $2.17M
|
133K
$40M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.13K+ 19.04% |
$1.89M - $2.11M
|
50.8K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
8.11KNew |
$1.89M - $2.11M
|
8.11K
$2.43M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.1K+ 135.39% |
$1.89M - $2.11M
|
14.1K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.05K+ 6.66% |
$1.87M - $2.09M
|
129K
$38.7M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.98K+ 18.74% |
$1.86M - $2.08M
|
50.6K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.97K+ 7.5% |
$1.86M - $2.07M
|
114K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.95K+ 0.95% |
$1.85M - $2.07M
|
844K
$253M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.89K+ 17.33% |
$1.84M - $2.05M
|
53.4K
$16M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
7.81K+ 9.51% |
$1.82M - $2.03M
|
89.9K
$27M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
7.79KNew |
$1.81M - $2.03M
|
7.79K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.7K+ 485.14% |
$1.79M - $2M
|
9.29K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.62K+ 4.82% |
$1.77M - $1.98M
|
166K
$49.6M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.61K+ 21.66% |
$1.77M - $1.98M
|
42.7K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
7.53KNew |
$1.75M - $1.96M
|
7.53K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.42K+ 3.7% |
$1.73M - $1.93M
|
208K
$62.5M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.42K+ 11.96% |
$1.73M - $1.93M
|
69.5K
$20.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.34K+ 303.81% |
$1.71M - $1.91M
|
9.75K
$2.92M
|