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 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.32K+ 5.36% |
$1.7M - $1.9M
|
144K
$42.2M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.29K+ 2.57% |
$1.7M - $1.9M
|
291K
$85.1M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.24K+ 3.2% |
$1.69M - $1.88M
|
234K
$68.4M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.24K+ 3.48% |
$1.68M - $1.88M
|
215K
$63.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.13KNew |
$1.66M - $1.85M
|
7.13K
$2.09M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.13K+ 0.12% |
$1.66M - $1.85M
|
6.18M
$1.81B
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.12K+ 286.95% |
$1.66M - $1.85M
|
9.6K
$2.81M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7K+ 1.96% |
$1.63M - $1.82M
|
365K
$107M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.98K+ 16.61% |
$1.62M - $1.82M
|
49K
$14.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
6.93K+ 772.05% |
$1.61M - $1.8M
|
7.83K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.9K+ 33.97% |
$1.61M - $1.79M
|
27.2K
$7.97M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.86K+ 63.63% |
$1.6M - $1.78M
|
17.6K
$5.17M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.84K+ 2.4% |
$1.59M - $1.78M
|
291K
$85.4M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.72K+ 14.64% |
$1.56M - $1.75M
|
52.6K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.62K+ 7.83% |
$1.54M - $1.72M
|
91.2K
$26.7M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.6K+ 0.88% |
$1.54M - $1.72M
|
758K
$222M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
6.58K+ 3.59% |
$1.53M - $1.71M
|
190K
$55.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.57K+ 149.73% |
$1.53M - $1.71M
|
11K
$3.21M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.46K+ 2.88% |
$1.5M - $1.68M
|
231K
$67.7M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.39K+ 24.03% |
$1.49M - $1.66M
|
33K
$9.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
6.37K+ 0.5% |
$1.48M - $1.66M
|
1.29M
$378M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.35K+ 11.33% |
$1.48M - $1.65M
|
62.4K
$18.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.33K+ 2.21% |
$1.47M - $1.65M
|
293K
$85.9M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
6.33K+ 7.61% |
$1.47M - $1.65M
|
89.5K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.27KNew |
$1.46M - $1.63M
|
6.27K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.16K+ 7.2% |
$1.43M - $1.6M
|
91.7K
$26.9M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.08K+ 34.63% |
$1.42M - $1.58M
|
23.6K
$6.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
6.02K+ 16.59% |
$1.4M - $1.57M
|
42.3K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.01K+ 32.79% |
$1.4M - $1.56M
|
24.3K
$7.13M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.97K+ 834.36% |
$1.39M - $1.55M
|
6.69K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.95K+ 12.05% |
$1.38M - $1.55M
|
55.3K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.87K+ 4.29% |
$1.37M - $1.53M
|
143K
$41.8M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.76K+ 99.24% |
$1.34M - $1.5M
|
11.6K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.76K+ 0.64% |
$1.34M - $1.5M
|
905K
$265M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5.75K+ 7.14% |
$1.34M - $1.5M
|
86.3K
$25.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.63KNew |
$1.31M - $1.47M
|
5.63K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 15.64% |
$1.3M - $1.45M
|
41.2K
$12.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
5.56K+ 43.85% |
$1.29M - $1.45M
|
18.2K
$5.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
5.5K+ 42.71% |
$1.28M - $1.43M
|
18.4K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
5.42K+ 23.1% |
$1.26M - $1.41M
|
28.9K
$8.46M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
5.41K+ 32.84% |
$1.26M - $1.41M
|
21.9K
$6.41M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5.39K+ 14.57% |
$1.25M - $1.4M
|
42.4K
$12.4M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.38K+ 77.25% |
$1.25M - $1.4M
|
12.4K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.02K+ 318.38% |
$1.17M - $1.31M
|
6.6K
$1.93M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.98K+ 3.78% |
$1.16M - $1.3M
|
137K
$40.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.96K+ 169.6% |
$1.15M - $1.29M
|
7.88K
$2.31M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.89K+ 6.61% |
$1.14M - $1.27M
|
78.7K
$23.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
4.88K+ 28.12% |
$1.14M - $1.27M
|
22.2K
$6.52M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.79KNew |
$1.12M - $1.25M
|
4.79K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.79K+ 8.48% |
$1.11M - $1.25M
|
61.2K
$17.9M
|