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 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
642+ 0.39% |
$149K - $167K
|
165K
$49.8M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
637+ 39.15% |
$148K - $166K
|
2.26K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
637+ 4.29% |
$148K - $166K
|
15.5K
$4.67M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
630+ 13.65% |
$147K - $164K
|
5.25K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
626+ 1.22% |
$146K - $163K
|
52K
$15.7M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
626+ 38.81% |
$146K - $163K
|
2.24K
$676K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
623+ 6.94% |
$145K - $162K
|
9.6K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
619+ 15.52% |
$144K - $161K
|
4.61K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
616+ 10.28% |
$143K - $160K
|
6.61K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
615+ 11.27% |
$143K - $160K
|
6.07K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
614+ 28.47% |
$143K - $160K
|
2.77K
$836K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
606+ 23.3% |
$141K - $158K
|
3.21K
$968K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
604+ 1.48% |
$141K - $157K
|
41.4K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
603+ 1.88% |
$140K - $157K
|
32.6K
$9.85M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
600+ 1428.57% |
$140K - $156K
|
642
$194K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
593+ 41.3% |
$138K - $154K
|
2.03K
$612K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
592+ 46.84% |
$138K - $154K
|
1.86K
$560K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
588+ 144.83% |
$137K - $153K
|
994
$300K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
586+ 10.14% |
$136K - $152K
|
6.37K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
586+ 4.62% |
$136K - $152K
|
13.3K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
583+ 3.22% |
$136K - $152K
|
18.7K
$5.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
580+ 4.98% |
$135K - $151K
|
12.2K
$3.69M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
577+ 46.87% |
$134K - $150K
|
1.81K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
577+ 9.3% |
$134K - $150K
|
6.78K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
575+ 4.16% |
$134K - $150K
|
14.4K
$4.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
574+ 7.98% |
$134K - $149K
|
7.77K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
570+ 162.86% |
$133K - $148K
|
920
$278K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
569+ 4.48% |
$132K - $148K
|
13.3K
$4M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
568+ 2.9% |
$132K - $148K
|
20.1K
$6.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
568+ 7.54% |
$132K - $148K
|
8.1K
$2.45M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
563+ 12.71% |
$131K - $146K
|
4.99K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
545+ 2.34% |
$127K - $142K
|
23.9K
$7.21M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
543+ 14.04% |
$126K - $141K
|
4.41K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
540+ 2.88% |
$126K - $140K
|
19.3K
$5.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
537+ 0.46% |
$125K - $140K
|
116K
$35M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
532+ 2.3% |
$124K - $138K
|
23.7K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
528+ 3.78% |
$123K - $137K
|
14.5K
$4.37M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
527+ 12.69% |
$123K - $137K
|
4.68K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
525+ 0.52% |
$122K - $137K
|
102K
$30.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
524+ 30.55% |
$122K - $136K
|
2.24K
$676K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
524+ 27.86% |
$122K - $136K
|
2.41K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
524+ 12.48% |
$122K - $136K
|
4.72K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
519+ 17.65% |
$121K - $135K
|
3.46K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
518+ 3.54% |
$121K - $135K
|
15.1K
$4.57M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
518+ 13.43% |
$121K - $135K
|
4.38K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
517+ 7.64% |
$120K - $134K
|
7.28K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
505+ 1.39% |
$118K - $131K
|
36.9K
$11.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
502+ 13.15% |
$117K - $131K
|
4.32K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
499+ 5.9% |
$116K - $130K
|
8.95K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
494+ 0.31% |
$115K - $129K
|
158K
$47.7M
|