Purchases and Sales Made in Q1 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.02M+ 10.34% |
$937M - $1.05B
|
42.9M
$12.9B
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48M+ 158.2% |
$343M - $384M
|
2.41M
$723M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.31MNew |
$305M - $340M
|
1.31M
$393M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
648K+ 4.45% |
$151M - $169M
|
15.2M
$4.57B
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
543K+ 344.62% |
$126M - $141M
|
701K
$211M
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
472KNew |
$110M - $123M
|
472K
$142M
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
464KNew |
$108M - $121M
|
464K
$139M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
416KNew |
$96.9M - $108M
|
416K
$125M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
322K+ 96.91% |
$75M - $83.8M
|
654K
$197M
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
317K+ 8.75% |
$73.9M - $82.6M
|
3.94M
$1.18B
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
312KNew |
$72.6M - $81.1M
|
312K
$93.7M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
294K+ 4.11% |
$68.5M - $76.6M
|
7.47M
$2.24B
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
283K+ 29164.4% |
$66M - $73.7M
|
284K
$85.5M
|
|
May 07, 2024
Q1 2024
|
Symetra Investment Management CO
Farmington, CT |
BUY
|
- |
252K+ 54.96% |
$58.7M - $65.6M
|
711K
$214M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
239K+ 1891.42% |
$55.5M - $62M
|
251K
$75.4M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
225K+ 35.15% |
$52.4M - $58.5M
|
865K
$260M
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
217KNew |
$50.6M - $56.6M
|
217K
$65.3M
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
209K+ 42.71% |
$48.7M - $54.5M
|
699K
$210M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
201K+ 82.85% |
$46.7M - $52.2M
|
443K
$133M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
185K+ 182.29% |
$43.2M - $48.2M
|
287K
$86.3M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 8.39% |
$42.7M - $47.8M
|
2.37M
$712M
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
182K+ 1326.88% |
$42.3M - $47.2M
|
195K
$58.7M
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
176KNew |
$40.9M - $45.7M
|
176K
$52.8M
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
176K+ 98.39% |
$40.9M - $45.7M
|
354K
$106M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
174K+ 245.54% |
$40.4M - $45.2M
|
244K
$73.4M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.38% |
$38.3M - $42.8M
|
12.1M
$3.63B
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.38% |
$38.3M - $42.8M
|
12.1M
$3.63B
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
156K+ 8.89% |
$36.3M - $40.5M
|
1.91M
$573M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
147K+ 729.73% |
$34.3M - $38.3M
|
167K
$50.3M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
138K+ 68.54% |
$32.2M - $36M
|
341K
$102M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
125K+ 282.37% |
$29M - $32.4M
|
169K
$50.7M
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
123K+ 199.63% |
$28.7M - $32.1M
|
185K
$55.6M
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
116KNew |
$27.1M - $30.2M
|
116K
$34.9M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
115KNew |
$26.9M - $30M
|
115K
$34.7M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
114K+ 4.23% |
$26.6M - $29.8M
|
2.82M
$846M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
114K+ 1.4% |
$26.6M - $29.7M
|
8.26M
$2.48B
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
114K+ 177.18% |
$26.6M - $29.7M
|
178K
$53.6M
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
109KNew |
$25.4M - $28.4M
|
109K
$32.8M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
107KNew |
$24.8M - $27.8M
|
107K
$32.1M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
98K+ 36.79% |
$22.8M - $25.5M
|
364K
$109M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
94.5K+ 9.53% |
$22M - $24.6M
|
1.09M
$326M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
93.7K+ 57.96% |
$21.8M - $24.4M
|
256K
$76.8M
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
93.5K+ 167.3% |
$21.8M - $24.3M
|
149K
$44.9M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
91.2KNew |
$21.2M - $23.7M
|
91.2K
$27.4M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
91.1K+ 6.62% |
$21.2M - $23.7M
|
1.47M
$441M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
89.5KNew |
$20.8M - $23.3M
|
89.5K
$26.9M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.4KNew |
$20.6M - $23M
|
88.4K
$26.6M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.4K+ 4.18% |
$19.2M - $21.4M
|
2.06M
$617M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
81.2K+ 13.65% |
$18.9M - $21.1M
|
676K
$203M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
78.7KNew |
$18.3M - $20.5M
|
78.7K
$23.6M
|