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 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12+ 0.85% |
$3.06K - $3.4K
|
1.42K
$420K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12+ 0.13% |
$3.06K - $3.4K
|
9.07K
$2.69M
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
11+ 9.82% |
$2.81K - $3.12K
|
123
$36.5K
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11+ 0.69% |
$2.81K - $3.12K
|
1.61K
$478K
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
11+ 0.11% |
$2.81K - $3.12K
|
9.75K
$2.89M
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
11+ 0.36% |
$2.81K - $3.12K
|
3.08K
$913K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11New |
$2.81K - $3.12K
|
11
$3.26K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$2.55K - $2.83K
|
4.16K
$1.23M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10+ 0.99% |
$2.55K - $2.83K
|
1.02K
$301K
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10+ 1.28% |
$2.55K - $2.83K
|
792
$235K
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
10+ 0.27% |
$2.55K - $2.83K
|
3.71K
$1.1M
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
10+ 0.21% |
$2.55K - $2.83K
|
4.67K
$1.38M
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.1% |
$2.55K - $2.83K
|
10.1K
$3.01M
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
10+ 0.69% |
$2.55K - $2.83K
|
1.46K
$434K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10+ 0.19% |
$2.55K - $2.83K
|
5.25K
$1.56M
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$2.55K - $2.83K
|
2.74K
$813K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 0.04% |
$2.55K - $2.83K
|
24.6K
$7.31M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10+ 0.67% |
$2.55K - $2.83K
|
1.49K
$442K
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.44% |
$2.3K - $2.55K
|
2.05K
$606K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
9+ 1.05% |
$2.3K - $2.55K
|
865
$256K
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9+ 1.1% |
$2.3K - $2.55K
|
829
$246K
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
9+ 0.13% |
$2.3K - $2.55K
|
7.04K
$2.09M
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8+ 0.31% |
$2.04K - $2.27K
|
2.57K
$763K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8+ 0.72% |
$2.04K - $2.27K
|
1.11K
$330K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 0.75% |
$2.04K - $2.27K
|
1.08K
$320K
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8+ 0.48% |
$2.04K - $2.27K
|
1.67K
$495K
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
7+ 0.18% |
$1.79K - $1.98K
|
3.92K
$1.16M
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
7+ 0.32% |
$1.79K - $1.98K
|
2.17K
$644K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7+ 0.03% |
$1.79K - $1.98K
|
21.4K
$6.36M
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
7+ 0.43% |
$1.79K - $1.98K
|
1.62K
$480K
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
7+ 0.21% |
$1.79K - $1.98K
|
3.41K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.13% |
$1.79K - $1.98K
|
5.25K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7+ 0.39% |
$1.79K - $1.98K
|
1.79K
$531K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.07% |
$1.53K - $1.7K
|
8.12K
$2.41M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.3% |
$1.53K - $1.7K
|
1.98K
$586K
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.33% |
$1.53K - $1.7K
|
1.82K
$539K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$1.53K - $1.7K
|
3.43K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6+ 0.09% |
$1.53K - $1.7K
|
6.91K
$2.05M
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$1.53K - $1.7K
|
1.12K
$332K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6+ 0.28% |
$1.53K - $1.7K
|
2.14K
$635K
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
6+ 0.1% |
$1.53K - $1.7K
|
5.98K
$1.77M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
6+ 0.0% |
$1.53K - $1.7K
|
176K
$52.1M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5+ 0.21% |
$1.28K - $1.42K
|
2.39K
$708K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.2% |
$1.28K - $1.42K
|
2.54K
$753K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$1.28K - $1.42K
|
2.52K
$748K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.51% |
$1.28K - $1.42K
|
994
$295K
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.16% |
$1.28K - $1.42K
|
3.09K
$915K
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5+ 0.48% |
$1.28K - $1.42K
|
1.04K
$310K
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.28% |
$1.28K - $1.42K
|
1.8K
$533K
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5+ 0.37% |
$1.28K - $1.42K
|
1.36K
$402K
|