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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
23+ 0.55% |
$5.87K - $6.51K
|
4.2K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
23+ 0.12% |
$5.87K - $6.51K
|
18.6K
$5.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
23+ 0.72% |
$5.87K - $6.51K
|
3.23K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
23+ 2.79% |
$5.87K - $6.51K
|
847
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.36% |
$5.61K - $6.23K
|
6.2K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
22+ 0.35% |
$5.61K - $6.23K
|
6.3K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
21+ 2.45% |
$5.36K - $5.95K
|
878
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
21+ 0.72% |
$5.36K - $5.95K
|
2.94K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
21+ 1.14% |
$5.36K - $5.95K
|
1.87K
$558K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20+ 2.49% |
$5.1K - $5.66K
|
823
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
20+ 0.6% |
$5.1K - $5.66K
|
3.35K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
20+ 0.15% |
$5.1K - $5.66K
|
13.5K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.86% |
$5.1K - $5.66K
|
2.36K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
20New |
$5.1K - $5.66K
|
20
$5.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.89% |
$5.1K - $5.66K
|
2.26K
$675K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19+ 4.11% |
$4.85K - $5.38K
|
481
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
19+ 0.01% |
$4.85K - $5.38K
|
145K
$43.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 0.34% |
$4.85K - $5.38K
|
5.64K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
18+ 0.3% |
$4.59K - $5.1K
|
6.08K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
18+ 0.07% |
$4.59K - $5.1K
|
26.5K
$7.9M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
18+ 0.65% |
$4.59K - $5.1K
|
2.79K
$831K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.3% |
$4.34K - $4.81K
|
5.61K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 0.36% |
$4.34K - $4.81K
|
4.77K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
17+ 0.11% |
$4.34K - $4.81K
|
15.2K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.3% |
$4.34K - $4.81K
|
5.7K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 1.65% |
$4.34K - $4.81K
|
1.05K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
17+ 6.23% |
$4.34K - $4.81K
|
290
$86.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16+ 0.01% |
$4.08K - $4.53K
|
249K
$74.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
16+ 0.21% |
$4.08K - $4.53K
|
7.52K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
16+ 0.33% |
$4.08K - $4.53K
|
4.91K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16+ 0.34% |
$4.08K - $4.53K
|
4.75K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15+ 1.12% |
$3.83K - $4.25K
|
1.36K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15+ 1.83% |
$3.83K - $4.25K
|
835
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
15+ 0.36% |
$3.83K - $4.25K
|
4.2K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
15+ 0.8% |
$3.83K - $4.25K
|
1.9K
$566K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
15+ 0.29% |
$3.83K - $4.25K
|
5.22K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
15+ 0.29% |
$3.83K - $4.25K
|
5.12K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
15+ 0.53% |
$3.83K - $4.25K
|
2.86K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
15+ 0.17% |
$3.83K - $4.25K
|
8.9K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.28% |
$3.57K - $3.96K
|
5.1K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.36% |
$3.57K - $3.96K
|
3.9K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
14+ 0.62% |
$3.57K - $3.96K
|
2.27K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
14+ 0.36% |
$3.57K - $3.96K
|
3.85K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
13+ 0.38% |
$3.32K - $3.68K
|
3.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.36% |
$3.32K - $3.68K
|
3.6K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.35% |
$3.06K - $3.4K
|
3.44K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12+ 0.28% |
$3.06K - $3.4K
|
4.28K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12+ 0.32% |
$3.06K - $3.4K
|
3.73K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
12+ 0.76% |
$3.06K - $3.4K
|
1.59K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
12+ 0.04% |
$3.06K - $3.4K
|
31.9K
$9.52M
|