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
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.85K- 90.29% |
$2.26M - $2.51M
|
952
$279K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.36K- 8.81% |
$2.39M - $2.65M
|
96.9K
$28.4M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.45K- 2.66% |
$2.41M - $2.68M
|
346K
$101M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.61K- 66.28% |
$2.45M - $2.72M
|
4.89K
$1.43M
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.74K- 0.76% |
$2.49M - $2.76M
|
1.27M
$372M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.85K- 2.49% |
$2.51M - $2.79M
|
386K
$113M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-10.4K- 17.23% |
$2.64M - $2.93M
|
49.8K
$14.6M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.4K- 13.47% |
$2.65M - $2.94M
|
66.7K
$19.6M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.8K- 78.45% |
$2.75M - $3.05M
|
2.96K
$868K
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10.8K- 0.93% |
$2.76M - $3.07M
|
1.15M
$337M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.9K- 35.76% |
$2.77M - $3.07M
|
19.5K
$5.71M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 7.36% |
$2.9M - $3.22M
|
143K
$41.9M
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11.6K- 6.47% |
$2.97M - $3.29M
|
168K
$49.2M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.7K- 10.62% |
$2.98M - $3.3M
|
98.2K
$28.8M
|
|
Oct 25, 2024
Q3 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-11.7K- 1.63% |
$3M - $3.33M
|
711K
$208M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.2K- 3.43% |
$3.12M - $3.46M
|
344K
$101M
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-12.7K- 4.15% |
$3.23M - $3.58M
|
292K
$85.7M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12.8K- 2.8% |
$3.27M - $3.63M
|
445K
$130M
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-13K- 14.76% |
$3.32M - $3.69M
|
75.1K
$22M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13.5K- 4.07% |
$3.46M - $3.84M
|
319K
$93.4M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.8K- 8.69% |
$3.53M - $3.91M
|
145K
$42.6M
|
|
Nov 08, 2024
Q3 2024
|
Lhm, Inc.
Sandy, UT |
SELL
|
- |
-14.4K- 2.93% |
$3.68M - $4.09M
|
478K
$140M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.8K- 12.65% |
$3.78M - $4.19M
|
102K
$30M
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-15.4K- 55.56% |
$3.92M - $4.36M
|
12.3K
$3.6M
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-15.8K- 56.02% |
$4.03M - $4.47M
|
12.4K
$3.63M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-17.4K- 13.85% |
$4.44M - $4.93M
|
108K
$31.7M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-17.9K- 1.39% |
$4.56M - $5.06M
|
1.26M
$371M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-17.9K- 1.41% |
$4.58M - $5.08M
|
1.25M
$367M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.2K- 1.39% |
$4.65M - $5.16M
|
1.29M
$378M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-20.1K- 53.34% |
$5.13M - $5.7M
|
17.6K
$5.16M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-20.6K- 11.64% |
$5.26M - $5.84M
|
157K
$45.9M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 32.42% |
$5.58M - $6.19M
|
45.6K
$13.4M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-22.8K- 7.6% |
$5.82M - $6.46M
|
278K
$81.4M
|
|
Nov 13, 2024
Q3 2024
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-22.9K- 3.57% |
$5.83M - $6.47M
|
617K
$181M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-23.6K- 5.05% |
$6.02M - $6.68M
|
443K
$130M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.1K- 4.49% |
$6.39M - $7.1M
|
533K
$156M
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-26.7K- 1.25% |
$6.82M - $7.57M
|
2.11M
$619M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-26.8K- 9.33% |
$6.84M - $7.6M
|
261K
$76.4M
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-27.6K- 3.05% |
$7.04M - $7.81M
|
878K
$257M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-27.7K- 56.7% |
$7.08M - $7.86M
|
21.2K
$6.21M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.1K- 1.21% |
$7.18M - $7.97M
|
2.3M
$675M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-28.3K- 0.48% |
$7.23M - $8.02M
|
5.92M
$1.73B
|
|
Nov 12, 2024
Q3 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-29.3K- 7.7% |
$7.49M - $8.31M
|
352K
$103M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.1K- 2.95% |
$7.67M - $8.51M
|
990K
$290M
|
|
Nov 12, 2024
Q3 2024
|
Opus Investment Management Inc
|
SELL
|
- |
-30.2K- 22.66% |
$7.7M - $8.55M
|
103K
$30.2M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-30.9K- 3.65% |
$7.88M - $8.75M
|
816K
$239M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 10.89% |
$7.88M - $8.75M
|
253K
$74.1M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-31.4K- 7.39% |
$8.01M - $8.89M
|
393K
$115M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.8K- 5.43% |
$8.62M - $9.56M
|
588K
$172M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-34.7K- 10.62% |
$8.85M - $9.83M
|
292K
$85.6M
|