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 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
491+ 0.92% |
$114K - $128K
|
53.9K
$16.3M
|
|
Apr 30, 2024
Q1 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
486+ 10.2% |
$113K - $126K
|
5.25K
$1.58M
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
484+ 4.71% |
$113K - $126K
|
10.8K
$3.25M
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
483+ 32.95% |
$112K - $126K
|
1.95K
$588K
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
482+ 5.16% |
$112K - $125K
|
9.82K
$2.96M
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
479+ 21.1% |
$111K - $125K
|
2.75K
$830K
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
476+ 14.49% |
$111K - $124K
|
3.76K
$1.14M
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
475+ 3.65% |
$111K - $124K
|
13.5K
$4.07M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
470New |
$109K - $122K
|
470
$142K
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
468+ 0.15% |
$109K - $122K
|
314K
$94.8M
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
467+ 0.78% |
$109K - $121K
|
60.5K
$18.3M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
466+ 46.65% |
$108K - $121K
|
1.47K
$442K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
465New |
$108K - $121K
|
465
$140K
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
464+ 6.34% |
$108K - $121K
|
7.78K
$2.35M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
464+ 6.04% |
$108K - $121K
|
8.14K
$2.46M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
460+ 29.73% |
$107K - $120K
|
2.01K
$606K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
458+ 1.5% |
$107K - $119K
|
31.1K
$9.38M
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
457+ 35.13% |
$106K - $119K
|
1.76K
$531K
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
453+ 18.11% |
$105K - $118K
|
2.95K
$892K
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
450+ 1.2% |
$105K - $117K
|
37.9K
$11.4M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
442+ 12.19% |
$103K - $115K
|
4.07K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
442+ 1.81% |
$103K - $115K
|
24.8K
$7.49M
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
439+ 30.74% |
$102K - $114K
|
1.87K
$563K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
434+ 3.36% |
$101K - $113K
|
13.4K
$4.03M
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
433+ 3.24% |
$101K - $113K
|
13.8K
$4.16M
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
429+ 20.33% |
$99.9K - $112K
|
2.54K
$766K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
429+ 45.3% |
$99.9K - $112K
|
1.38K
$415K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
427+ 2.77% |
$99.4K - $111K
|
15.8K
$4.78M
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
425+ 7.54% |
$98.9K - $111K
|
6.06K
$1.83M
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
424+ 28.51% |
$98.7K - $110K
|
1.91K
$577K
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
422+ 7.42% |
$98.2K - $110K
|
6.11K
$1.84M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422+ 1.24% |
$98.2K - $110K
|
34.5K
$10.4M
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
422+ 3.46% |
$98.2K - $110K
|
12.6K
$3.81M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
414+ 44.56% |
$96.4K - $108K
|
1.34K
$405K
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
412+ 43.74% |
$95.9K - $107K
|
1.35K
$409K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
409+ 3.96% |
$95.2K - $106K
|
10.7K
$3.24M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
402+ 9.32% |
$93.6K - $105K
|
4.72K
$1.42M
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
401+ 20.37% |
$93.3K - $104K
|
2.37K
$715K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
396+ 9.4% |
$92.2K - $103K
|
4.61K
$1.39M
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
392+ 157.43% |
$91.2K - $102K
|
641
$193K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
389+ 1.35% |
$90.5K - $101K
|
29.2K
$8.82M
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
383+ 0.19% |
$89.2K - $99.6K
|
204K
$61.6M
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
378+ 36.73% |
$88K - $98.3K
|
1.41K
$425K
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
378+ 3.15% |
$88K - $98.3K
|
12.4K
$3.74M
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
375+ 8.78% |
$87.3K - $97.6K
|
4.65K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
375+ 0.24% |
$87.3K - $97.6K
|
154K
$46.6M
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
375+ 9.64% |
$87.3K - $97.6K
|
4.26K
$1.29M
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
373+ 1.06% |
$86.8K - $97K
|
35.7K
$10.8M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
372+ 37200.0% |
$86.6K - $96.8K
|
373
$113K
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
370+ 0.19% |
$86.1K - $96.3K
|
199K
$59.9M
|