Purchases and Sales Made in Q2 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
385+ 23.77% |
$94.4K - $104K
|
2.01K
$560K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
384+ 1.55% |
$94.2K - $103K
|
25.2K
$7.05M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
383+ 15.53% |
$93.9K - $103K
|
2.85K
$796K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
382+ 16.84% |
$93.7K - $103K
|
2.65K
$741K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
381+ 3.86% |
$93.4K - $103K
|
10.3K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
379+ 20.34% |
$92.9K - $102K
|
2.24K
$626K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
377+ 2.03% |
$92.5K - $102K
|
18.9K
$5.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
377+ 7.18% |
$92.5K - $102K
|
5.63K
$1.57M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
375+ 14.68% |
$92K - $101K
|
2.93K
$818K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
373+ 1.76% |
$91.5K - $100K
|
21.5K
$6.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
369+ 1.0% |
$90.5K - $99.4K
|
37.4K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
369+ 1.6% |
$90.5K - $99.4K
|
23.4K
$6.54M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
367+ 11.97% |
$90K - $98.9K
|
3.43K
$959K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
366+ 8.15% |
$89.8K - $98.6K
|
4.86K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
365+ 4.07% |
$89.5K - $98.3K
|
9.34K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
361+ 7.43% |
$88.5K - $97.3K
|
5.22K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
360+ 5.01% |
$88.3K - $97K
|
7.54K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
357+ 2.02% |
$87.5K - $96.2K
|
18.1K
$5.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
355New |
$87.1K - $95.6K
|
355
$99.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
347+ 0.34% |
$85.1K - $93.5K
|
103K
$28.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
345+ 8.12% |
$84.6K - $92.9K
|
4.6K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
345+ 2.94% |
$84.6K - $92.9K
|
12.1K
$3.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
338+ 19.94% |
$82.9K - $91.1K
|
2.03K
$568K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
336+ 3.76% |
$82.4K - $90.5K
|
9.28K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
336+ 4.71% |
$82.4K - $90.5K
|
7.47K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
330+ 8.21% |
$80.9K - $88.9K
|
4.35K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
330+ 70.97% |
$80.9K - $88.9K
|
795
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
329+ 6.31% |
$80.7K - $88.6K
|
5.55K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
325+ 30.04% |
$79.7K - $87.6K
|
1.41K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
325+ 35.48% |
$79.7K - $87.6K
|
1.24K
$347K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
320+ 0.51% |
$78.5K - $86.2K
|
62.5K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
320+ 1.44% |
$78.5K - $86.2K
|
22.5K
$6.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
319+ 1.74% |
$78.2K - $85.9K
|
18.6K
$5.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
319+ 24.37% |
$78.2K - $85.9K
|
1.63K
$455K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
317+ 6.83% |
$77.7K - $85.4K
|
4.96K
$1.39M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
317+ 2.98% |
$77.7K - $85.4K
|
10.9K
$3.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
316New |
$77.5K - $85.1K
|
316
$88.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
315+ 18.23% |
$77.2K - $84.9K
|
2.04K
$571K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
312+ 0.88% |
$76.5K - $84.1K
|
35.7K
$9.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
312+ 25.96% |
$76.5K - $84.1K
|
1.51K
$423K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
310+ 6.95% |
$76K - $83.5K
|
4.77K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
308+ 0.6% |
$75.5K - $83K
|
51.9K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
307+ 3.79% |
$75.3K - $82.7K
|
8.41K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
305+ 3.66% |
$74.8K - $82.2K
|
8.65K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
292+ 0.17% |
$71.6K - $78.7K
|
176K
$49.2M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
290+ 1.5% |
$71.1K - $78.1K
|
19.7K
$5.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
288+ 6.26% |
$70.6K - $77.6K
|
4.89K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
288+ 26.64% |
$70.6K - $77.6K
|
1.37K
$383K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
286+ 1.75% |
$70.1K - $77K
|
16.6K
$4.64M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
286+ 6.21% |
$70.1K - $77K
|
4.89K
$1.37M
|