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 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.67K+ 56.82% |
$621K - $694K
|
7.36K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.65K+ 25.99% |
$618K - $690K
|
12.9K
$3.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.65K+ 14.33% |
$616K - $688K
|
21.1K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.65K+ 5.68% |
$616K - $688K
|
49.2K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$614K - $686K
|
2.64K
$791K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.63K+ 3.18% |
$612K - $684K
|
85.5K
$25.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.63K+ 88.93% |
$612K - $684K
|
5.58K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.56K+ 14.0% |
$597K - $667K
|
20.9K
$6.26M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.55K+ 0.61% |
$594K - $664K
|
420K
$126M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.55K+ 8.19% |
$593K - $663K
|
33.6K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.54K+ 2.35% |
$591K - $660K
|
110K
$33.1M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.52K+ 15.31% |
$588K - $657K
|
19K
$5.7M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.52K+ 195.95% |
$586K - $655K
|
3.8K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.5K+ 448.83% |
$582K - $650K
|
3.06K
$917K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.48K+ 12.95% |
$577K - $645K
|
21.6K
$6.48M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.48K+ 53.58% |
$577K - $645K
|
7.1K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.45KNew |
$570K - $637K
|
2.45K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.45KNew |
$570K - $637K
|
2.45K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.44K+ 60.46% |
$568K - $635K
|
6.48K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.43KNew |
$564K - $631K
|
2.43K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.42K+ 0.16% |
$564K - $630K
|
1.5M
$451M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.42K+ 2.4% |
$562K - $628K
|
103K
$30.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.41K+ 42.33% |
$561K - $627K
|
8.1K
$2.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.4K+ 37.91% |
$560K - $625K
|
8.75K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.4K+ 16.59% |
$558K - $624K
|
16.9K
$5.05M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.39K+ 4.14% |
$556K - $621K
|
60.1K
$18M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.38K+ 46.75% |
$553K - $618K
|
7.46K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.37K+ 2.68% |
$552K - $617K
|
90.7K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.35K+ 68.55% |
$548K - $612K
|
5.79K
$1.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.32K+ 41.29% |
$539K - $603K
|
7.93K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.3K+ 15.05% |
$536K - $599K
|
17.6K
$5.28M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29K+ 5.99% |
$534K - $597K
|
40.6K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.28K+ 6.28% |
$531K - $593K
|
38.6K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 26.02% |
$522K - $583K
|
10.9K
$3.26M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.24K+ 2.25% |
$520K - $582K
|
102K
$30.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.24K+ 6.02% |
$520K - $581K
|
39.4K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.23K+ 70.64% |
$520K - $581K
|
5.39K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.22K+ 28.73% |
$516K - $576K
|
9.93K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.21K+ 2.82% |
$514K - $575K
|
80.7K
$24.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 7.99% |
$513K - $573K
|
29.8K
$8.93M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.19KNew |
$510K - $570K
|
2.19K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.16K+ 0.18% |
$502K - $561K
|
1.17M
$352M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 4.73% |
$501K - $560K
|
47.6K
$14.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.13K+ 44.36% |
$495K - $553K
|
6.92K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.09K+ 39.11% |
$485K - $542K
|
7.42K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.08K+ 8.62% |
$484K - $541K
|
26.2K
$7.85M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 4.61% |
$482K - $539K
|
47K
$14.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
2.07K+ 4.97% |
$481K - $538K
|
43.6K
$13.1M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.06K+ 14.24% |
$480K - $536K
|
16.5K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.06K+ 33.33% |
$479K - $535K
|
8.23K
$2.47M
|