Purchases and Sales Made in Q3 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
441+ 3.65% |
$113K - $125K
|
12.5K
$3.72M
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
438+ 12.63% |
$112K - $124K
|
3.91K
$1.16M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
433+ 3.32% |
$110K - $123K
|
13.5K
$4M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
432+ 0.38% |
$110K - $122K
|
114K
$33.7M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
431+ 5.22% |
$110K - $122K
|
8.69K
$2.58M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
430+ 36.78% |
$110K - $122K
|
1.6K
$474K
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
430+ 0.25% |
$110K - $122K
|
172K
$51M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
427+ 6.77% |
$109K - $121K
|
6.73K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
424+ 6.94% |
$108K - $120K
|
6.54K
$1.94M
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
422+ 3.71% |
$108K - $120K
|
11.8K
$3.5M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
421+ 8.07% |
$107K - $119K
|
5.64K
$1.67M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
417+ 0.81% |
$106K - $118K
|
52K
$15.4M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
410+ 26.37% |
$105K - $116K
|
1.97K
$583K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
405+ 15.86% |
$103K - $115K
|
2.96K
$877K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
402+ 3.59% |
$103K - $114K
|
11.6K
$3.44M
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
400+ 35.03% |
$102K - $113K
|
1.54K
$457K
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
400+ 30.77% |
$102K - $113K
|
1.7K
$504K
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
397+ 6.24% |
$101K - $112K
|
6.76K
$2M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
392+ 2.27% |
$100K - $111K
|
17.7K
$5.24M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
387+ 0.03% |
$98.8K - $110K
|
1.27M
$378M
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
386+ 6.83% |
$98.5K - $109K
|
6.04K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
385+ 1.93% |
$98.2K - $109K
|
20.3K
$6.02M
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
380+ 0.85% |
$97K - $108K
|
44.9K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
378+ 4.52% |
$96.5K - $107K
|
8.74K
$2.59M
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
375+ 2.91% |
$95.7K - $106K
|
13.3K
$3.94M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
373+ 10.88% |
$95.2K - $106K
|
3.8K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
368+ 8.28% |
$93.9K - $104K
|
4.81K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
359+ 5.93% |
$91.6K - $102K
|
6.42K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
357New |
$91.1K - $101K
|
357
$106K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
354+ 2.25% |
$90.3K - $100K
|
16.1K
$4.76M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
352+ 39.51% |
$89.8K - $99.7K
|
1.24K
$369K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
348+ 0.67% |
$88.8K - $98.6K
|
52.1K
$15.5M
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
348+ 2.27% |
$88.8K - $98.6K
|
15.7K
$4.65M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
347+ 2.96% |
$88.5K - $98.3K
|
12.1K
$3.58M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
346+ 2.6% |
$88.3K - $98K
|
13.6K
$4.04M
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
339+ 1.6% |
$86.5K - $96K
|
21.5K
$6.38M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
336+ 3.97% |
$85.7K - $95.2K
|
8.81K
$2.61M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
336+ 9.96% |
$85.7K - $95.2K
|
3.71K
$1.1M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
335+ 8.95% |
$85.5K - $94.9K
|
4.08K
$1.21M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
334+ 10.41% |
$85.2K - $94.6K
|
3.54K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
333+ 0.09% |
$85K - $94.3K
|
369K
$109M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
332+ 1.03% |
$84.7K - $94K
|
32.4K
$9.61M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
326+ 5.45% |
$83.2K - $92.3K
|
6.31K
$1.87M
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
326+ 31.02% |
$83.2K - $92.3K
|
1.38K
$408K
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
326+ 0.27% |
$83.2K - $92.3K
|
119K
$35.4M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
325+ 19.73% |
$82.9K - $92K
|
1.97K
$585K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
324+ 7.68% |
$82.7K - $91.8K
|
4.54K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
324+ 27.18% |
$82.7K - $91.8K
|
1.52K
$450K
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
323+ 41.73% |
$82.4K - $91.5K
|
1.1K
$325K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
321+ 1.06% |
$81.9K - $90.9K
|
30.6K
$9.09M
|