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 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-604- 10.87% |
$141K - $157K
|
4.95K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-606- 3.07% |
$141K - $158K
|
19.1K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-608- 5.5% |
$142K - $158K
|
10.4K
$3.13M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-612- 5.21% |
$142K - $159K
|
11.1K
$3.34M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-613- 4.35% |
$143K - $159K
|
13.5K
$4.04M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-621- 7.29% |
$145K - $162K
|
7.9K
$2.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-625- 5.69% |
$145K - $163K
|
10.4K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-629- 1.5% |
$146K - $164K
|
41.2K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-632- 5.89% |
$147K - $164K
|
10.1K
$3.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-637- 33.3% |
$148K - $166K
|
1.28K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-637- 2.5% |
$148K - $166K
|
24.8K
$7.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-638- 4.46% |
$149K - $166K
|
13.7K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-642- 1.52% |
$149K - $167K
|
41.5K
$12.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-649- 1.8% |
$151K - $169K
|
35.4K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-649- 5.24% |
$151K - $169K
|
11.7K
$3.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-650- 5.13% |
$151K - $169K
|
12K
$3.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-652- 16.14% |
$152K - $170K
|
3.39K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-653- 5.63% |
$152K - $170K
|
10.9K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-657- 3.08% |
$153K - $171K
|
20.7K
$6.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-666- 16.17% |
$155K - $173K
|
3.45K
$1.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-667- 3.23% |
$155K - $174K
|
20K
$5.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-676- 2.1% |
$157K - $176K
|
31.6K
$9.47M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-677- 4.99% |
$158K - $176K
|
12.9K
$3.87M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-678- 16.98% |
$158K - $176K
|
3.31K
$994K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-681- 21.74% |
$159K - $177K
|
2.45K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-681- 4.78% |
$159K - $177K
|
13.6K
$4.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-685- 3.53% |
$159K - $178K
|
18.7K
$5.61M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-692- 1.33% |
$161K - $180K
|
51.5K
$15.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-695- 1.81% |
$162K - $181K
|
37.6K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-695- 28.24% |
$162K - $181K
|
1.77K
$530K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-700- 50.95% |
$163K - $182K
|
674
$202K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-700- 23.97% |
$163K - $182K
|
2.22K
$666K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-705- 0.21% |
$164K - $183K
|
337K
$101M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-705- 9.35% |
$164K - $183K
|
6.84K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-722- 1.29% |
$168K - $188K
|
55.1K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-722- 1.91% |
$168K - $188K
|
37K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-743- 12.59% |
$173K - $193K
|
5.16K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-751- 0.34% |
$175K - $195K
|
222K
$66.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-761- 0.27% |
$177K - $198K
|
284K
$85.1M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-771- 10.68% |
$179K - $201K
|
6.45K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-775- 3.27% |
$180K - $202K
|
22.9K
$6.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-777- 2.21% |
$181K - $202K
|
34.4K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-779- 2.09% |
$181K - $203K
|
36.5K
$11M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-791- 11.36% |
$184K - $206K
|
6.18K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-793- 5.83% |
$185K - $206K
|
12.8K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-800- 0.42% |
$186K - $208K
|
191K
$57.3M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-807- 0.05% |
$188K - $210K
|
1.5M
$451M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-808- 3.89% |
$188K - $210K
|
20K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-815- 1.92% |
$190K - $212K
|
41.7K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-821- 2.63% |
$191K - $214K
|
30.4K
$9.11M
|