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 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.6K+ 204.88% |
$664K - $737K
|
3.87K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.59K+ 26.6% |
$661K - $734K
|
12.3K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.58K+ 14.84% |
$658K - $731K
|
20K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
2.55K+ 0.3% |
$651K - $722K
|
845K
$253M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.55KNew |
$650K - $722K
|
2.55K
$764K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.52K+ 0.81% |
$644K - $715K
|
313K
$94M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.52KNew |
$644K - $715K
|
2.52K
$757K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.52K+ 9.7% |
$642K - $713K
|
28.5K
$8.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.51K+ 2.46% |
$641K - $711K
|
105K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.5K+ 38.29% |
$639K - $709K
|
9.04K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.47K+ 10.3% |
$631K - $700K
|
26.5K
$7.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.47K+ 49.49% |
$629K - $698K
|
7.45K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
2.44KNew |
$624K - $692K
|
2.44K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.44K+ 0.28% |
$621K - $690K
|
871K
$261M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.43K+ 1.45% |
$621K - $689K
|
171K
$51.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.43K+ 1.28% |
$621K - $689K
|
192K
$57.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.4K+ 10.23% |
$612K - $680K
|
25.9K
$7.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 1.63% |
$611K - $678K
|
149K
$44.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.39KNew |
$611K - $678K
|
2.39K
$718K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.39K+ 3.42% |
$610K - $677K
|
72.3K
$21.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.38K+ 99.08% |
$608K - $674K
|
4.78K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.36KNew |
$601K - $667K
|
2.36K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.36K+ 5.13% |
$601K - $667K
|
48.3K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
2.34K+ 3.4% |
$598K - $664K
|
71.2K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.34K+ 6.28% |
$598K - $664K
|
39.6K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.28K+ 214.72% |
$581K - $645K
|
3.34K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.28KNew |
$581K - $644K
|
2.28K
$682K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.27K+ 52.85% |
$580K - $643K
|
6.57K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.25K+ 18.66% |
$574K - $637K
|
14.3K
$4.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.22K+ 14.31% |
$567K - $630K
|
17.8K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 2.48% |
$561K - $623K
|
91K
$27.3M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.18K+ 7.04% |
$557K - $618K
|
33.2K
$9.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.18K+ 12.66% |
$556K - $617K
|
19.4K
$5.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.18K+ 58.87% |
$556K - $617K
|
5.88K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$551K - $611K
|
2.16K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.16K+ 206.31% |
$551K - $611K
|
3.2K
$961K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.15K+ 2.19% |
$549K - $610K
|
101K
$30.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.15K+ 3.85% |
$549K - $609K
|
58K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.14KNew |
$546K - $605K
|
2.14K
$641K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 35.58% |
$542K - $602K
|
8.1K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.12KNew |
$542K - $601K
|
2.12K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 8.02% |
$540K - $599K
|
28.5K
$8.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.12K+ 2.13% |
$540K - $599K
|
102K
$30.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.1K+ 2.22% |
$535K - $594K
|
96.3K
$28.9M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
2.08K+ 7.18% |
$531K - $589K
|
31K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.07K+ 1.23% |
$528K - $587K
|
170K
$51.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.07KNew |
$527K - $585K
|
2.07K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.06KNew |
$526K - $584K
|
2.06K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.06K+ 9.88% |
$525K - $583K
|
22.9K
$6.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.05KNew |
$523K - $580K
|
2.05K
$614K
|