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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
72+ 3.55% |
$17.7K - $19.4K
|
2.1K
$630K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
71+ 2.88% |
$17.4K - $19.1K
|
2.54K
$762K
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
71+ 1.72% |
$17.4K - $19.1K
|
4.19K
$1.26M
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
70+ 0.38% |
$17.2K - $18.9K
|
18.3K
$5.48M
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
70+ 0.58% |
$17.2K - $18.9K
|
12.1K
$3.62M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
69+ 0.28% |
$16.9K - $18.6K
|
24.6K
$7.39M
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
67+ 8.55% |
$16.4K - $18K
|
851
$255K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
66+ 1.73% |
$16.2K - $17.8K
|
3.88K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
66+ 1.4% |
$16.2K - $17.8K
|
4.79K
$1.44M
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
65+ 0.6% |
$15.9K - $17.5K
|
10.9K
$3.28M
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
65+ 1.56% |
$15.9K - $17.5K
|
4.22K
$1.27M
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
63+ 3.57% |
$15.4K - $17K
|
1.83K
$549K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
63+ 0.29% |
$15.4K - $17K
|
21.8K
$6.53M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
63+ 0.73% |
$15.4K - $17K
|
8.67K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
63+ 0.9% |
$15.4K - $17K
|
7.1K
$2.13M
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
63+ 2.17% |
$15.4K - $17K
|
2.96K
$888K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
63+ 1.09% |
$15.4K - $17K
|
5.86K
$1.76M
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
62+ 1.21% |
$15.2K - $16.7K
|
5.2K
$1.56M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62+ 8.02% |
$15.2K - $16.7K
|
835
$250K
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
61+ 2.34% |
$15K - $16.4K
|
2.67K
$801K
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
61+ 1.82% |
$15K - $16.4K
|
3.41K
$1.02M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60+ 3.44% |
$14.7K - $16.2K
|
1.8K
$541K
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.86% |
$14.7K - $16.2K
|
566
$170K
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
59+ 0.96% |
$14.5K - $15.9K
|
6.22K
$1.87M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
59+ 0.44% |
$14.5K - $15.9K
|
13.3K
$4M
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
58+ 1.19% |
$14.2K - $15.6K
|
4.92K
$1.48M
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
58+ 1.31% |
$14.2K - $15.6K
|
4.49K
$1.35M
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
58+ 0.42% |
$14.2K - $15.6K
|
13.9K
$4.18M
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
58+ 1.74% |
$14.2K - $15.6K
|
3.39K
$1.02M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
58+ 4.18% |
$14.2K - $15.6K
|
1.44K
$433K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
58+ 4.01% |
$14.2K - $15.6K
|
1.51K
$452K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
58+ 1.36% |
$14.2K - $15.6K
|
4.33K
$1.3M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
57+ 2.93% |
$14K - $15.4K
|
2K
$600K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
57+ 1140.0% |
$14K - $15.4K
|
62
$18.6K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
57+ 1.54% |
$14K - $15.4K
|
3.76K
$1.13M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
57+ 1.66% |
$14K - $15.4K
|
3.49K
$1.05M
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
56+ 0.34% |
$13.7K - $15.1K
|
16.6K
$4.98M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.23% |
$13.7K - $15.1K
|
1.79K
$537K
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
55+ 0.89% |
$13.5K - $14.8K
|
6.25K
$1.88M
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
55+ 0.73% |
$13.5K - $14.8K
|
7.62K
$2.29M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
55+ 3.61% |
$13.5K - $14.8K
|
1.58K
$474K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
54+ 1.28% |
$13.2K - $14.5K
|
4.27K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54+ 2.48% |
$13.2K - $14.5K
|
2.23K
$668K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
53+ 1.03% |
$13K - $14.3K
|
5.18K
$1.55M
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
53+ 4.0% |
$13K - $14.3K
|
1.38K
$414K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
52+ 3.08% |
$12.8K - $14K
|
1.74K
$522K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
52+ 1.3% |
$12.8K - $14K
|
4.06K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
52+ 23.64% |
$12.8K - $14K
|
272
$81.6K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
51+ 5.0% |
$12.5K - $13.7K
|
1.07K
$321K
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
51+ 7.79% |
$12.5K - $13.7K
|
706
$212K
|