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 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-788- 3.99% |
$193K - $212K
|
19K
$5.69M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-788- 0.28% |
$193K - $212K
|
284K
$85.1M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-793- 5.45% |
$194K - $214K
|
13.8K
$4.13M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-794- 3.0% |
$195K - $214K
|
25.6K
$7.69M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-795- 4.99% |
$195K - $214K
|
15.1K
$4.54M
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-797- 0.72% |
$195K - $215K
|
111K
$33.1M
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-801- 2.06% |
$196K - $216K
|
38.1K
$11.4M
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-810- 5.2% |
$199K - $218K
|
14.8K
$4.43M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-811- 4.07% |
$199K - $218K
|
19.1K
$5.73M
|
|
Aug 14, 2024
Q2 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-812- 0.81% |
$199K - $219K
|
99.5K
$29.8M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-822- 6.61% |
$202K - $221K
|
11.6K
$3.48M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-833- 5.8% |
$204K - $224K
|
13.5K
$4.06M
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-835- 1.91% |
$205K - $225K
|
42.9K
$12.9M
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-836- 52.48% |
$205K - $225K
|
757
$227K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-838- 1.88% |
$206K - $226K
|
43.8K
$13.1M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-839- 22.31% |
$206K - $226K
|
2.92K
$876K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-851- 7.99% |
$209K - $229K
|
9.81K
$2.94M
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-860- 5.36% |
$211K - $232K
|
15.2K
$4.55M
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-866- 2.2% |
$212K - $233K
|
38.5K
$11.5M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-877- 4.95% |
$215K - $236K
|
16.8K
$5.05M
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-890- 5.41% |
$218K - $240K
|
15.6K
$4.67M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-890- 4.26% |
$218K - $240K
|
20K
$5.99M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-892- 2.32% |
$219K - $240K
|
37.6K
$11.3M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-895- 6.75% |
$219K - $241K
|
12.4K
$3.71M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-896- 13.21% |
$220K - $241K
|
5.89K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-898- 32.11% |
$220K - $242K
|
1.9K
$570K
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-899- 1.98% |
$220K - $242K
|
44.5K
$13.3M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-907- 5.19% |
$222K - $244K
|
16.6K
$4.97M
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-924- 1.9% |
$227K - $249K
|
47.8K
$14.3M
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-940- 4.3% |
$231K - $253K
|
20.9K
$6.28M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-945- 74.59% |
$232K - $255K
|
322
$96.6K
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-959- 1.15% |
$235K - $258K
|
82.6K
$24.8M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-975- 3.61% |
$239K - $263K
|
26K
$7.8M
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-978- 15.51% |
$240K - $263K
|
5.33K
$1.6M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-988- 11.7% |
$242K - $266K
|
7.46K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-991- 8.02% |
$243K - $267K
|
11.4K
$3.41M
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-996- 38.37% |
$244K - $268K
|
1.6K
$480K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-999- 3.21% |
$245K - $269K
|
30.1K
$9.02M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1K- 1.9% |
$245K - $270K
|
51.6K
$15.5M
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1K- 0.82% |
$246K - $270K
|
121K
$36.3M
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.02K- 11.46% |
$249K - $273K
|
7.84K
$2.35M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.03K- 16.47% |
$252K - $277K
|
5.21K
$1.56M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.04K- 3.75% |
$254K - $279K
|
26.6K
$7.97M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.04K- 4.49% |
$255K - $280K
|
22.1K
$6.63M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.6% |
$256K - $281K
|
64.1K
$19.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.04K- 4.21% |
$256K - $281K
|
23.8K
$7.13M
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.06K- 6.44% |
$259K - $284K
|
15.3K
$4.6M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 19.41% |
$262K - $288K
|
4.44K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.09K- 7.67% |
$268K - $295K
|
13.2K
$3.95M
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.11K- 11.47% |
$271K - $298K
|
8.53K
$2.56M
|