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 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
281+ 6.2% |
$65.4K - $73.1K
|
4.82K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
280+ 11.88% |
$65.2K - $72.8K
|
2.64K
$796K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
280+ 10.0% |
$65.2K - $72.8K
|
3.08K
$930K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
280+ 1.51% |
$65.2K - $72.8K
|
18.8K
$5.66M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
280+ 12.31% |
$65.2K - $72.8K
|
2.55K
$771K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
279+ 4.63% |
$64.9K - $72.6K
|
6.31K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
273+ 7.96% |
$63.5K - $71K
|
3.7K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
271+ 0.3% |
$63.1K - $70.5K
|
89.8K
$27.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
269+ 2.23% |
$62.6K - $70K
|
12.3K
$3.72M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
269+ 927.59% |
$62.6K - $70K
|
298
$89.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
266+ 0.35% |
$61.9K - $69.2K
|
76.5K
$23.1M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
263+ 7.33% |
$61.2K - $68.4K
|
3.85K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
263+ 13.11% |
$61.2K - $68.4K
|
2.27K
$685K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
261+ 5.43% |
$60.8K - $67.9K
|
5.07K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
255+ 9.39% |
$59.4K - $66.3K
|
2.97K
$897K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
252+ 0.15% |
$58.7K - $65.6K
|
169K
$50.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
250+ 0.92% |
$58.2K - $65K
|
27.5K
$8.29M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
248+ 0.13% |
$57.7K - $64.5K
|
188K
$56.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
246+ 14.45% |
$57.3K - $64K
|
1.95K
$588K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
246+ 1.79% |
$57.3K - $64K
|
14K
$4.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
245+ 3.41% |
$57K - $63.7K
|
7.42K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
245+ 2.02% |
$57K - $63.7K
|
12.4K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
240+ 4.1% |
$55.9K - $62.4K
|
6.1K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
240+ 0.33% |
$55.9K - $62.4K
|
72.5K
$21.9M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
238+ 10.04% |
$55.4K - $61.9K
|
2.61K
$787K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
237New |
$55.2K - $61.7K
|
237
$71.5K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
236+ 5.54% |
$54.9K - $61.4K
|
4.5K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
234+ 40.21% |
$54.5K - $60.9K
|
816
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
232+ 1.63% |
$54K - $60.4K
|
14.5K
$4.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
230+ 8.33% |
$53.5K - $59.8K
|
2.99K
$903K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
229+ 0.53% |
$53.3K - $59.6K
|
43.2K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
229+ 6.29% |
$53.3K - $59.6K
|
3.87K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
228+ 2.05% |
$53.1K - $59.3K
|
11.3K
$3.42M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
225+ 6.54% |
$52.4K - $58.5K
|
3.67K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
222+ 0.23% |
$51.7K - $57.8K
|
97.7K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
222+ 13.11% |
$51.7K - $57.8K
|
1.92K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
220New |
$51.2K - $57.2K
|
220
$66.4K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
219+ 13.9% |
$51K - $57K
|
1.79K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
218+ 1.07% |
$50.7K - $56.7K
|
20.7K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
217+ 8.53% |
$50.5K - $56.5K
|
2.76K
$833K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
216+ 0.27% |
$50.3K - $56.2K
|
79.1K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
216+ 12.43% |
$50.3K - $56.2K
|
1.95K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
215+ 2.35% |
$50K - $55.9K
|
9.35K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
215+ 0.81% |
$50K - $55.9K
|
26.9K
$8.11M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
214+ 0.25% |
$49.8K - $55.7K
|
84.6K
$25.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
212+ 13.25% |
$49.3K - $55.1K
|
1.81K
$547K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
212+ 3.04% |
$49.3K - $55.1K
|
7.18K
$2.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
BUY
|
- |
210+ 1.85% |
$48.9K - $54.6K
|
11.6K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
209+ 19.55% |
$48.6K - $54.4K
|
1.28K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
208+ 118.18% |
$48.4K - $54.1K
|
384
$116K
|