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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.03K+ 0.06% |
$240K - $268K
|
1.59M
$479M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.03KNew |
$239K - $267K
|
1.03K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.02K+ 14.78% |
$238K - $266K
|
7.94K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.02K+ 37.56% |
$237K - $265K
|
3.73K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.01K+ 11.03% |
$236K - $264K
|
10.2K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1.01K+ 31.45% |
$236K - $263K
|
4.23K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 5.77% |
$236K - $263K
|
18.5K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1K+ 3.36% |
$234K - $261K
|
30.9K
$9.32M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1K+ 2.49% |
$233K - $261K
|
41.3K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1K+ 72.98% |
$233K - $261K
|
2.38K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 6.18% |
$233K - $260K
|
17.2K
$5.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
999+ 10.09% |
$233K - $260K
|
10.9K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
996+ 16.06% |
$232K - $259K
|
7.2K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
994New |
$231K - $259K
|
994
$300K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
989+ 14.45% |
$230K - $257K
|
7.83K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
989+ 5.42% |
$230K - $257K
|
19.2K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
983+ 34.6% |
$229K - $256K
|
3.82K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
963+ 2.51% |
$224K - $251K
|
39.4K
$11.9M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
959New |
$223K - $249K
|
959
$289K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
956+ 3.72% |
$223K - $249K
|
26.6K
$8.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
955+ 2.89% |
$222K - $248K
|
34K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
950+ 3.36% |
$221K - $247K
|
29.2K
$8.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
947+ 13.24% |
$220K - $246K
|
8.1K
$2.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
939+ 10.73% |
$219K - $244K
|
9.69K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
937+ 5.19% |
$218K - $244K
|
19K
$5.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
936+ 3.06% |
$218K - $243K
|
31.6K
$9.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
936+ 3.24% |
$218K - $243K
|
29.8K
$9M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
934New |
$217K - $243K
|
934
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
934New |
$217K - $243K
|
934
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
930+ 5.61% |
$216K - $242K
|
17.5K
$5.29M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
930+ 9.0% |
$216K - $242K
|
11.3K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
923+ 7.13% |
$215K - $240K
|
13.9K
$4.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
922+ 254.7% |
$215K - $240K
|
1.28K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
920+ 10.29% |
$214K - $239K
|
9.87K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
918New |
$214K - $239K
|
918
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
916+ 25.89% |
$213K - $238K
|
4.45K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
910New |
$212K - $237K
|
910
$275K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
909+ 3.26% |
$212K - $236K
|
28.8K
$8.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
903+ 5.79% |
$210K - $235K
|
16.5K
$4.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
900New |
$209K - $234K
|
900
$272K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
900New |
$209K - $234K
|
900
$272K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
899+ 6.22% |
$209K - $234K
|
15.4K
$4.63M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
898New |
$209K - $234K
|
898
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
895+ 2.09% |
$208K - $233K
|
43.6K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
891+ 1.57% |
$207K - $232K
|
57.7K
$17.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
886+ 26.75% |
$206K - $230K
|
4.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
886+ 0.97% |
$206K - $230K
|
92K
$27.8M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
883+ 28.4% |
$206K - $230K
|
3.99K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
873+ 2.45% |
$203K - $227K
|
36.6K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
872+ 3.98% |
$203K - $227K
|
22.8K
$6.87M
|