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 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
93+ 2.87% |
$21.6K - $24.2K
|
3.33K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
93+ 0.44% |
$21.6K - $24.2K
|
21.2K
$6.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
92+ 4.95% |
$21.4K - $23.9K
|
1.95K
$588K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
92+ 0.94% |
$21.4K - $23.9K
|
9.87K
$2.98M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
91+ 0.74% |
$21.2K - $23.7K
|
12.4K
$3.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
91+ 4.18% |
$21.2K - $23.7K
|
2.27K
$684K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
91+ 0.33% |
$21.2K - $23.7K
|
28.1K
$8.47M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
91+ 4.65% |
$21.2K - $23.7K
|
2.05K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
91+ 0.43% |
$21.2K - $23.7K
|
21.2K
$6.4M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
90+ 4.53% |
$20.9K - $23.4K
|
2.08K
$627K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
89+ 2.34% |
$20.7K - $23.2K
|
3.89K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
88+ 0.92% |
$20.5K - $22.9K
|
9.69K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 0.32% |
$20.5K - $22.9K
|
27.7K
$8.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
88+ 33.72% |
$20.5K - $22.9K
|
349
$105K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 0.32% |
$20.5K - $22.9K
|
27.7K
$8.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
87+ 1.88% |
$20.3K - $22.6K
|
4.72K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
84+ 2.07% |
$19.6K - $21.9K
|
4.15K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
84+ 9.22% |
$19.6K - $21.9K
|
995
$300K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
84+ 1.26% |
$19.6K - $21.9K
|
6.78K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
84+ 6.32% |
$19.6K - $21.9K
|
1.41K
$427K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
82+ 1.5% |
$19.1K - $21.3K
|
5.55K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
80+ 3.58% |
$18.6K - $20.8K
|
2.31K
$698K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
80+ 3.95% |
$18.6K - $20.8K
|
2.1K
$635K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
80+ 6.33% |
$18.6K - $20.8K
|
1.34K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
80+ 4.62% |
$18.6K - $20.8K
|
1.81K
$547K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
80New |
$18.6K - $20.8K
|
80
$24.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
78+ 0.97% |
$18.2K - $20.3K
|
8.11K
$2.45M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
77+ 7.88% |
$17.9K - $20K
|
1.05K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
76+ 0.08% |
$17.7K - $19.8K
|
92.5K
$27.9M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
76+ 0.75% |
$17.7K - $19.8K
|
10.2K
$3.07M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
76+ 0.42% |
$17.7K - $19.8K
|
18.2K
$5.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
75+ 4.63% |
$17.5K - $19.5K
|
1.69K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
75+ 0.5% |
$17.5K - $19.5K
|
15K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
74+ 7.66% |
$17.2K - $19.3K
|
1.04K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
73+ 1.79% |
$17K - $19K
|
4.16K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
71+ 2.18% |
$16.5K - $18.5K
|
3.33K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
70+ 0.24% |
$16.3K - $18.2K
|
29.6K
$8.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
70+ 1.48% |
$16.3K - $18.2K
|
4.81K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 1.0% |
$16.3K - $18.2K
|
7.1K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
70+ 0.08% |
$16.3K - $18.2K
|
91.6K
$27.6M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
70+ 4.12% |
$16.3K - $18.2K
|
1.77K
$533K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 186.49% |
$16.1K - $17.9K
|
106
$32K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
68+ 178.95% |
$15.8K - $17.7K
|
106
$32K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
68+ 1.2% |
$15.8K - $17.7K
|
5.74K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
67+ 3.57% |
$15.6K - $17.4K
|
1.95K
$587K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
66+ 1.95% |
$15.4K - $17.2K
|
3.46K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
66+ 2.32% |
$15.4K - $17.2K
|
2.92K
$880K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
66+ 1.08% |
$15.4K - $17.2K
|
6.18K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
65+ 1.21% |
$15.1K - $16.9K
|
5.43K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
65+ 0.07% |
$15.1K - $16.9K
|
97K
$29.3M
|