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 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
369+ 3.21% |
$85.9K - $96K
|
11.8K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
364+ 4.02% |
$84.7K - $94.7K
|
9.42K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
363+ 1.43% |
$84.5K - $94.4K
|
25.7K
$7.75M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
363+ 6.69% |
$84.5K - $94.4K
|
5.79K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
360+ 3.54% |
$83.8K - $93.7K
|
10.5K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
357+ 8.4% |
$83.1K - $92.9K
|
4.61K
$1.39M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
355+ 12.54% |
$82.6K - $92.3K
|
3.19K
$962K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
351+ 3.74% |
$81.7K - $91.3K
|
9.74K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
349+ 9.08% |
$81.2K - $90.8K
|
4.19K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
349+ 9.43% |
$81.2K - $90.8K
|
4.05K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
346+ 32.92% |
$80.5K - $90K
|
1.4K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
345+ 9.5% |
$80.3K - $89.7K
|
3.98K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
342+ 1.96% |
$79.6K - $89K
|
17.8K
$5.36M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
340+ 7.54% |
$79.1K - $88.4K
|
4.85K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
340+ 24.57% |
$79.1K - $88.4K
|
1.72K
$520K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
336+ 10.25% |
$78.2K - $87.4K
|
3.61K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
335+ 1.18% |
$78K - $87.1K
|
28.7K
$8.65M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
333+ 24.31% |
$77.5K - $86.6K
|
1.7K
$514K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
330+ 0.56% |
$76.8K - $85.8K
|
59.7K
$18M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
325+ 3.63% |
$75.7K - $84.5K
|
9.27K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
324+ 0.27% |
$75.4K - $84.3K
|
119K
$35.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
322+ 1.91% |
$75K - $83.8K
|
17.2K
$5.18M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
321+ 15.41% |
$74.7K - $83.5K
|
2.4K
$726K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
320New |
$74.5K - $83.2K
|
320
$96.6K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
320+ 12.42% |
$74.5K - $83.2K
|
2.9K
$874K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
319+ 5.85% |
$74.3K - $83K
|
5.77K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
315+ 2.45% |
$73.3K - $81.9K
|
13.2K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
315+ 13.61% |
$73.3K - $81.9K
|
2.63K
$794K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
314+ 0.52% |
$73.1K - $81.7K
|
60.8K
$18.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
313+ 7.87% |
$72.9K - $81.4K
|
4.29K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
313+ 4.87% |
$72.9K - $81.4K
|
6.74K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
313+ 3.1% |
$72.9K - $81.4K
|
10.4K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
313+ 2.15% |
$72.9K - $81.4K
|
14.9K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
310+ 4.66% |
$72.2K - $80.6K
|
6.97K
$2.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
306+ 12.66% |
$71.2K - $79.6K
|
2.72K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
305+ 2.35% |
$71K - $79.3K
|
13.3K
$4M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
301+ 1.53% |
$70.1K - $78.3K
|
20K
$6.03M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
301+ 32.37% |
$70.1K - $78.3K
|
1.23K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
300+ 7.59% |
$69.8K - $78K
|
4.25K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
298+ 2.49% |
$69.4K - $77.5K
|
12.3K
$3.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
296+ 3.45% |
$68.9K - $77K
|
8.87K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
296+ 2.51% |
$68.9K - $77K
|
12.1K
$3.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
295+ 8.61% |
$68.7K - $76.7K
|
3.72K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
293+ 4.71% |
$68.2K - $76.2K
|
6.51K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
292+ 10.44% |
$68K - $76K
|
3.09K
$933K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
285+ 2.67% |
$66.3K - $74.1K
|
11K
$3.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
283+ 14.78% |
$65.9K - $73.6K
|
2.2K
$663K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
283+ 1.89% |
$65.9K - $73.6K
|
15.3K
$4.61M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
283+ 7.57% |
$65.9K - $73.6K
|
4.02K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
283+ 0.51% |
$65.9K - $73.6K
|
55.8K
$16.9M
|