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 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
36+ 3.04% |
$8.38K - $9.37K
|
1.22K
$369K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
36New |
$8.38K - $9.37K
|
36
$10.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
35+ 0.75% |
$8.15K - $9.1K
|
4.73K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
35+ 3.2% |
$8.15K - $9.1K
|
1.13K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
35+ 1.85% |
$8.15K - $9.1K
|
1.93K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 0.76% |
$8.15K - $9.1K
|
4.64K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
34+ 1.2% |
$7.91K - $8.84K
|
2.86K
$864K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
34+ 1.82% |
$7.91K - $8.84K
|
1.9K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
32+ 2.83% |
$7.45K - $8.32K
|
1.16K
$351K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
32+ 0.2% |
$7.45K - $8.32K
|
16.2K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
32+ 0.17% |
$7.45K - $8.32K
|
18.8K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
32+ 0.4% |
$7.45K - $8.32K
|
8.1K
$2.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
30+ 2.83% |
$6.98K - $7.8K
|
1.09K
$329K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
30+ 0.35% |
$6.98K - $7.8K
|
8.71K
$2.63M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
29+ 0.64% |
$6.75K - $7.54K
|
4.53K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
29+ 4.87% |
$6.75K - $7.54K
|
625
$189K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
29+ 1.58% |
$6.75K - $7.54K
|
1.87K
$563K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
29+ 0.8% |
$6.75K - $7.54K
|
3.67K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
29+ 17.68% |
$6.75K - $7.54K
|
193
$58.2K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
29+ 0.18% |
$6.75K - $7.54K
|
15.8K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
29+ 0.56% |
$6.75K - $7.54K
|
5.2K
$1.57M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
28+ 0.46% |
$6.52K - $7.28K
|
6.16K
$1.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
28+ 0.34% |
$6.52K - $7.28K
|
8.33K
$2.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
28+ 2.24% |
$6.52K - $7.28K
|
1.28K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 2.25% |
$6.52K - $7.28K
|
1.27K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
28+ 0.76% |
$6.52K - $7.28K
|
3.72K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28+ 0.28% |
$6.52K - $7.28K
|
9.95K
$3M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.73% |
$6.28K - $7.02K
|
3.72K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
27+ 1.88% |
$6.28K - $7.02K
|
1.47K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
27+ 0.2% |
$6.28K - $7.02K
|
13.2K
$3.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
26+ 0.03% |
$6.05K - $6.76K
|
74.9K
$22.6M
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
26+ 0.36% |
$6.05K - $6.76K
|
7.26K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 2.89% |
$5.82K - $6.5K
|
890
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
25+ 1.33% |
$5.82K - $6.5K
|
1.9K
$574K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25+ 1.39% |
$5.82K - $6.5K
|
1.83K
$552K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24+ 0.21% |
$5.59K - $6.24K
|
11.4K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.27% |
$5.59K - $6.24K
|
9.05K
$2.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
23+ 0.52% |
$5.35K - $5.98K
|
4.42K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
23+ 2.03% |
$5.35K - $5.98K
|
1.16K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.34% |
$5.12K - $5.72K
|
6.45K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
22+ 0.15% |
$5.12K - $5.72K
|
14.7K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
22+ 0.6% |
$5.12K - $5.72K
|
3.67K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
21+ 0.34% |
$4.89K - $5.46K
|
6.28K
$1.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.19% |
$4.66K - $5.2K
|
10.8K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
20+ 0.47% |
$4.66K - $5.2K
|
4.26K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
20+ 0.12% |
$4.66K - $5.2K
|
16.5K
$4.99M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20+ 0.19% |
$4.66K - $5.2K
|
10.8K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 0.45% |
$4.66K - $5.2K
|
4.46K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19+ 1.91% |
$4.42K - $4.94K
|
1.01K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 3.78% |
$4.42K - $4.94K
|
521
$157K
|