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 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.87K- 15.15% |
$733K - $814K
|
16.1K
$4.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.89K- 0.78% |
$737K - $818K
|
365K
$106M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 10.06% |
$738K - $820K
|
25.9K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.93K- 3.81% |
$747K - $829K
|
73.9K
$21.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.96K- 6.13% |
$755K - $838K
|
45.3K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.99K- 1.05% |
$762K - $846K
|
281K
$81.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 4.74% |
$770K - $855K
|
60.6K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.02K- 27.43% |
$771K - $856K
|
7.99K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.04K- 1.84% |
$775K - $860K
|
162K
$46.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.1K- 5.58% |
$791K - $877K
|
52.4K
$15.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.12K- 2.63% |
$796K - $884K
|
115K
$33.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.14K- 8.96% |
$802K - $890K
|
31.9K
$9.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 4.98% |
$805K - $893K
|
60.2K
$17.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.17K- 5.13% |
$810K - $899K
|
58.7K
$17M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.2K- 3.4% |
$816K - $905K
|
90.8K
$26.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.21K- 16.66% |
$818K - $908K
|
16K
$4.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3.21K- 0.48% |
$818K - $908K
|
666K
$193M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.23K- 0.58% |
$824K - $914K
|
557K
$161M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.3K- 0.68% |
$841K - $934K
|
482K
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.3K- 5.41% |
$843K - $935K
|
57.8K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.32K- 1.7% |
$847K - $941K
|
192K
$55.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.35K- 81.86% |
$855K - $949K
|
743
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.37K- 31.15% |
$861K - $956K
|
7.46K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.39K- 16.94% |
$866K - $961K
|
16.6K
$4.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.4K- 2.19% |
$868K - $963K
|
152K
$44.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.41K- 48.92% |
$871K - $967K
|
3.56K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.42K- 0.7% |
$873K - $969K
|
482K
$140M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.44K- 3.44% |
$878K - $974K
|
96.6K
$28M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.53K- 11.34% |
$900K - $999K
|
27.6K
$7.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.54K- 1.55% |
$902K - $1M
|
225K
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.54K- 1.92% |
$903K - $1M
|
181K
$52.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.54K- 12.21% |
$903K - $1M
|
25.5K
$7.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.56K- 18.84% |
$909K - $1.01M
|
15.3K
$4.45M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.73K- 7.25% |
$952K - $1.06M
|
47.8K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.74K- 40.89% |
$955K - $1.06M
|
5.41K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.76K- 11.31% |
$958K - $1.06M
|
29.4K
$8.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.76K- 14.61% |
$960K - $1.07M
|
22K
$6.37M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-3.77K- 3.54% |
$962K - $1.07M
|
103K
$29.7M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-3.77K- 3.54% |
$962K - $1.07M
|
103K
$29.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.96K- 38.65% |
$1.01M - $1.12M
|
6.28K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.97K- 25.18% |
$1.01M - $1.12M
|
11.8K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.03K- 25.0% |
$1.03M - $1.14M
|
12.1K
$3.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.04K- 7.68% |
$1.03M - $1.14M
|
48.6K
$14.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-4.08K- 3.0% |
$1.04M - $1.15M
|
132K
$38.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.22K- 1.86% |
$1.08M - $1.2M
|
223K
$64.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.27K- 11.35% |
$1.09M - $1.21M
|
33.4K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.36K- 5.77% |
$1.11M - $1.24M
|
71.3K
$20.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.37K- 3.08% |
$1.12M - $1.24M
|
138K
$39.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.38K- 41.24% |
$1.12M - $1.24M
|
6.25K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-4.44K- 2.87% |
$1.13M - $1.26M
|
150K
$43.6M
|