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 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-168- 4.15% |
$39.1K - $43.7K
|
3.88K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-170- 1.69% |
$39.6K - $44.2K
|
9.9K
$2.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-171- 2.8% |
$39.8K - $44.5K
|
5.94K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-175- 0.81% |
$40.7K - $45.5K
|
21.4K
$6.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-176- 3.03% |
$41K - $45.8K
|
5.63K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-176- 11.16% |
$41K - $45.8K
|
1.4K
$420K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-178- 80.54% |
$41.4K - $46.3K
|
43
$12.9K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-178- 5.27% |
$41.4K - $46.3K
|
3.2K
$959K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-180- 0.26% |
$41.9K - $46.8K
|
70.4K
$21.1M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-180- 1.21% |
$41.9K - $46.8K
|
14.7K
$4.41M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 3.99% |
$41.9K - $46.8K
|
4.33K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-181- 7.26% |
$42.1K - $47.1K
|
2.31K
$694K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-181- 1.52% |
$42.1K - $47.1K
|
11.7K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-181- 7.97% |
$42.1K - $47.1K
|
2.09K
$627K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-182- 1.28% |
$42.4K - $47.3K
|
14K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-183- 0.98% |
$42.6K - $47.6K
|
18.4K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-183- 1.93% |
$42.6K - $47.6K
|
9.28K
$2.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-184- 6.29% |
$42.8K - $47.9K
|
2.74K
$822K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-185- 3.34% |
$43.1K - $48.1K
|
5.35K
$1.61M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-188- 6.88% |
$43.8K - $48.9K
|
2.54K
$763K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-188- 1.85% |
$43.8K - $48.9K
|
9.95K
$2.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
SELL
|
- |
-188- 1.46% |
$43.8K - $48.9K
|
12.7K
$3.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-190- 6.86% |
$44.2K - $49.4K
|
2.58K
$774K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-192- 0.83% |
$44.7K - $49.9K
|
22.9K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-192- 12.92% |
$44.7K - $49.9K
|
1.29K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-194- 8.02% |
$45.2K - $50.5K
|
2.22K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-195- 1.15% |
$45.4K - $50.7K
|
16.8K
$5.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-195- 0.54% |
$45.4K - $50.7K
|
35.8K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-195- 1.79% |
$45.4K - $50.7K
|
10.7K
$3.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-196- 8.27% |
$45.6K - $51K
|
2.18K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-196- 5.74% |
$45.6K - $51K
|
3.22K
$965K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-197- 1.75% |
$45.9K - $51.2K
|
11.1K
$3.31M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-198- 0.94% |
$46.1K - $51.5K
|
20.9K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-199- 4.1% |
$46.3K - $51.8K
|
4.66K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-199- 1.34% |
$46.3K - $51.8K
|
14.6K
$4.38M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-200- 8.58% |
$46.6K - $52K
|
2.13K
$639K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-200- 4.87% |
$46.6K - $52K
|
3.9K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-200- 4.04% |
$46.6K - $52K
|
4.75K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-201- 0.69% |
$46.8K - $52.3K
|
29K
$8.69M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-201- 0.2% |
$46.8K - $52.3K
|
99.5K
$29.8M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-202- 1.48% |
$47K - $52.5K
|
13.4K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-203- 20.44% |
$47.3K - $52.8K
|
790
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-207- 1.14% |
$48.2K - $53.8K
|
17.9K
$5.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-207- 3.19% |
$48.2K - $53.8K
|
6.28K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-208- 7.77% |
$48.4K - $54.1K
|
2.47K
$740K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-209- 0.06% |
$48.6K - $54.4K
|
364K
$109M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-212- 8.78% |
$49.3K - $55.1K
|
2.2K
$660K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-214- 2.28% |
$49.8K - $55.7K
|
9.15K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-215- 0.78% |
$50K - $55.9K
|
27.3K
$8.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-216- 13.81% |
$50.3K - $56.2K
|
1.35K
$404K
|