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 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.22% |
$233 - $260
|
448
$134K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$233 - $260
|
4.45K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1- 0.05% |
$233 - $260
|
1.89K
$567K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1- 0.05% |
$233 - $260
|
1.83K
$549K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2- 0.06% |
$466 - $520
|
3.16K
$947K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.14% |
$466 - $520
|
1.4K
$420K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 0.45% |
$466 - $520
|
439
$132K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2- -0.0% |
$466 - $520
|
43K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2- 0.03% |
$466 - $520
|
6.96K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- -0.0% |
$466 - $520
|
856K
$257M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-3- 6.82% |
$698 - $780
|
41
$12.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.02% |
$698 - $780
|
19.1K
$5.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3- 0.32% |
$698 - $780
|
927
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3- 0.13% |
$698 - $780
|
2.22K
$666K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3- 0.03% |
$698 - $780
|
10.4K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-3- 0.15% |
$698 - $780
|
1.95K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.01% |
$698 - $780
|
46.5K
$13.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4- 0.27% |
$931 - $1.04K
|
1.48K
$443K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4- 0.16% |
$931 - $1.04K
|
2.47K
$741K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4- 0.18% |
$931 - $1.04K
|
2.18K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.25% |
$931 - $1.04K
|
1.58K
$473K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.01% |
$931 - $1.04K
|
38.9K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-5- 0.33% |
$1.16K - $1.3K
|
1.51K
$453K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.47% |
$1.16K - $1.3K
|
1.06K
$318K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-5- 0.06% |
$1.16K - $1.3K
|
7.95K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-7- 0.08% |
$1.63K - $1.82K
|
8.31K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-7- 0.13% |
$1.63K - $1.82K
|
5.4K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-7- 0.66% |
$1.63K - $1.82K
|
1.05K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-7- 3.59% |
$1.63K - $1.82K
|
188
$56.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.45% |
$1.86K - $2.08K
|
542
$163K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-8- 0.66% |
$1.86K - $2.08K
|
1.2K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-8- 0.17% |
$1.86K - $2.08K
|
4.62K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-8- 0.46% |
$1.86K - $2.08K
|
1.72K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9- 0.1% |
$2.09K - $2.34K
|
8.81K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-10- 0.76% |
$2.33K - $2.6K
|
1.3K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-10- 0.51% |
$2.33K - $2.6K
|
1.94K
$582K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-10- 0.32% |
$2.33K - $2.6K
|
3.09K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-10- 0.09% |
$2.33K - $2.6K
|
11.3K
$3.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-12- 0.05% |
$2.79K - $3.12K
|
22.7K
$6.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-12- 0.19% |
$2.79K - $3.12K
|
6.27K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-12- 0.93% |
$2.79K - $3.12K
|
1.28K
$384K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 0.31% |
$2.79K - $3.12K
|
3.88K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-13- 0.55% |
$3.03K - $3.38K
|
2.34K
$702K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-13- 0.02% |
$3.03K - $3.38K
|
52.6K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-13- 1.81% |
$3.03K - $3.38K
|
704
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14- 0.09% |
$3.26K - $3.64K
|
16.1K
$4.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-14- 0.23% |
$3.26K - $3.64K
|
6.2K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-14- 0.06% |
$3.26K - $3.64K
|
22.2K
$6.66M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-14- 1.47% |
$3.26K - $3.64K
|
940
$282K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.67% |
$3.49K - $3.9K
|
2.21K
$663K
|