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 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-584- 1.83% |
$143K - $157K
|
31.2K
$9.37M
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-585- 40.18% |
$143K - $158K
|
871
$261K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-585- 3.09% |
$143K - $158K
|
18.3K
$5.5M
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-585- 26.23% |
$143K - $158K
|
1.65K
$493K
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-596- 23.56% |
$146K - $161K
|
1.93K
$580K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-597- 4.26% |
$146K - $161K
|
13.4K
$4.02M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-598- 3.19% |
$147K - $161K
|
18.2K
$5.45M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-600- 10.75% |
$147K - $162K
|
4.98K
$1.49M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-601- 4.04% |
$147K - $162K
|
14.3K
$4.28M
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-601- 22.97% |
$147K - $162K
|
2.02K
$604K
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-602- 4.59% |
$148K - $162K
|
12.5K
$3.76M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-604- 1.32% |
$148K - $163K
|
45.1K
$13.5M
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-605- 2.37% |
$148K - $163K
|
25K
$7.49M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-607- 1.8% |
$149K - $164K
|
33K
$9.91M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-610- 9.12% |
$150K - $164K
|
6.08K
$1.82M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-614- 14.31% |
$151K - $165K
|
3.68K
$1.1M
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-616- 1.98% |
$151K - $166K
|
30.4K
$9.13M
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-624- 3.36% |
$153K - $168K
|
17.9K
$5.38M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-626- 27.96% |
$154K - $169K
|
1.61K
$484K
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-626- 27.96% |
$154K - $169K
|
1.61K
$484K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-654- 5.4% |
$160K - $176K
|
11.4K
$3.43M
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-658- 17.46% |
$161K - $177K
|
3.11K
$933K
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-663- 11.32% |
$163K - $179K
|
5.2K
$1.56M
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-664- 10.47% |
$163K - $179K
|
5.68K
$1.7M
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-668- 1.58% |
$164K - $180K
|
41.7K
$12.5M
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-669- 10.67% |
$164K - $180K
|
5.6K
$1.68M
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-671- 13.84% |
$165K - $181K
|
4.18K
$1.25M
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-675- 0.97% |
$166K - $182K
|
68.9K
$20.7M
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-679- 10.43% |
$167K - $183K
|
5.83K
$1.75M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-684- 8.73% |
$168K - $184K
|
7.15K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-685- 11.36% |
$168K - $185K
|
5.34K
$1.6M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-687- 15.61% |
$168K - $185K
|
3.72K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-690- 8.75% |
$169K - $186K
|
7.19K
$2.16M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-690- 14.72% |
$169K - $186K
|
4K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-703- 18.28% |
$172K - $189K
|
3.14K
$943K
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-707- 2.23% |
$173K - $190K
|
31K
$9.3M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-720- 0.62% |
$177K - $194K
|
116K
$34.7M
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-725- 0.4% |
$178K - $195K
|
180K
$53.9M
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-728- 2.1% |
$179K - $196K
|
34K
$10.2M
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-729- 1.18% |
$179K - $196K
|
60.9K
$18.3M
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-748- 0.33% |
$183K - $202K
|
229K
$68.7M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-750- 11.14% |
$184K - $202K
|
5.99K
$1.8M
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-752- 0.73% |
$184K - $203K
|
103K
$30.8M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-755- 1.21% |
$185K - $203K
|
61.8K
$18.5M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-758- 0.76% |
$186K - $204K
|
98.7K
$29.6M
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-758- 0.65% |
$186K - $204K
|
116K
$34.7M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-767- 6.75% |
$188K - $207K
|
10.6K
$3.18M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-771- 1.66% |
$189K - $208K
|
45.7K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-776- 50.1% |
$190K - $209K
|
773
$232K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-778- 11.91% |
$191K - $210K
|
5.76K
$1.73M
|