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 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
65+ 6.81% |
$15.1K - $16.9K
|
1.02K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
65+ 3.18% |
$15.1K - $16.9K
|
2.11K
$636K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
64+ 2.54% |
$14.9K - $16.6K
|
2.58K
$780K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
64+ 1.37% |
$14.9K - $16.6K
|
4.74K
$1.43M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
64+ 0.07% |
$14.9K - $16.6K
|
97.9K
$29.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
63+ 2.27% |
$14.7K - $16.4K
|
2.84K
$857K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
63+ 0.23% |
$14.7K - $16.4K
|
27.9K
$8.42M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
62+ 3.26% |
$14.4K - $16.1K
|
1.96K
$592K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
62+ 1.7% |
$14.4K - $16.1K
|
3.71K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
59+ 0.43% |
$13.7K - $15.3K
|
13.8K
$4.17M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
59+ 5.1% |
$13.7K - $15.3K
|
1.22K
$367K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
59+ 58.42% |
$13.7K - $15.3K
|
160
$48.3K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
59+ 6.53% |
$13.7K - $15.3K
|
963
$291K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
59+ 6.53% |
$13.7K - $15.3K
|
963
$291K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
58+ 1.12% |
$13.5K - $15.1K
|
5.24K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
57+ 1.5% |
$13.3K - $14.8K
|
3.85K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
57New |
$13.3K - $14.8K
|
57
$17.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
56+ 1.94% |
$13K - $14.6K
|
2.94K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
56+ 1.11% |
$13K - $14.6K
|
5.12K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
56+ 0.52% |
$13K - $14.6K
|
10.8K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
56+ 2.95% |
$13K - $14.6K
|
1.96K
$590K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
55+ 0.35% |
$12.8K - $14.3K
|
15.8K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
55+ 0.95% |
$12.8K - $14.3K
|
5.84K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
54+ 0.01% |
$12.6K - $14K
|
638K
$192M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
54+ 1.87% |
$12.6K - $14K
|
2.95K
$889K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
54+ 1.75% |
$12.6K - $14K
|
3.14K
$947K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54+ 1.37% |
$12.6K - $14K
|
4.01K
$1.21M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
53+ 0.08% |
$12.3K - $13.8K
|
63.4K
$19.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
52+ 1.46% |
$12.1K - $13.5K
|
3.61K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52+ 0.25% |
$12.1K - $13.5K
|
20.9K
$6.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
51+ 0.16% |
$11.9K - $13.3K
|
31.7K
$9.57M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
51+ 3.52% |
$11.9K - $13.3K
|
1.5K
$453K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.26% |
$11.6K - $13K
|
4.03K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
48+ 1.19% |
$11.2K - $12.5K
|
4.09K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
47+ 0.61% |
$10.9K - $12.2K
|
7.76K
$2.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
45+ 132.35% |
$10.5K - $11.7K
|
79
$23.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 0.89% |
$9.78K - $10.9K
|
4.76K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
42New |
$9.78K - $10.9K
|
42
$12.7K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
42+ 2.34% |
$9.78K - $10.9K
|
1.84K
$554K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
42+ 1.06% |
$9.78K - $10.9K
|
4K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
40+ 0.84% |
$9.31K - $10.4K
|
4.83K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
40+ 4.17% |
$9.31K - $10.4K
|
999
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
39+ 0.5% |
$9.08K - $10.1K
|
7.82K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
38+ 1.24% |
$8.85K - $9.89K
|
3.1K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37+ 0.32% |
$8.61K - $9.63K
|
11.7K
$3.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 0.13% |
$8.61K - $9.63K
|
27.6K
$8.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
36+ 1.37% |
$8.38K - $9.37K
|
2.66K
$804K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.62% |
$8.38K - $9.37K
|
5.81K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
36+ 1.6% |
$8.38K - $9.37K
|
2.29K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
36+ 2.01% |
$8.38K - $9.37K
|
1.83K
$552K
|