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 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-28.8K- 88.88% |
$6.7M - $7.49M
|
3.6K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.5K- 2.75% |
$6.86M - $7.67M
|
1.04M
$313M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.3K- 0.71% |
$7.28M - $8.14M
|
4.37M
$1.31B
|
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
SELL
|
- |
-32.4K- 0.31% |
$7.55M - $8.43M
|
10.6M
$3.17B
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-41.4K- 2.42% |
$9.63M - $10.8M
|
1.67M
$501M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-41.6K- 15.71% |
$9.69M - $10.8M
|
223K
$67.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.9K- 3.44% |
$10.2M - $11.4M
|
1.23M
$370M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.1K- 6.97% |
$10.3M - $11.5M
|
589K
$177M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-47.8K- 8.72% |
$11.1M - $12.4M
|
501K
$150M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-48.7K- 90.86% |
$11.3M - $12.7M
|
4.9K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-48.8K- 10.39% |
$11.4M - $12.7M
|
421K
$127M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.3K- 2.02% |
$11.5M - $12.8M
|
2.4M
$720M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-49.6K- 53.93% |
$11.6M - $12.9M
|
42.4K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-52.8K- 37.38% |
$12.3M - $13.7M
|
88.4K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-54.4K- 8.41% |
$12.7M - $14.2M
|
592K
$178M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.4K- 1.58% |
$12.9M - $14.4M
|
3.46M
$1.04B
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58.3K- 4.15% |
$13.6M - $15.2M
|
1.35M
$405M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-61K- 10.39% |
$14.2M - $15.9M
|
526K
$158M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64.5K- 70.9% |
$15M - $16.8M
|
26.5K
$7.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-69K- 60.77% |
$16.1M - $18M
|
44.6K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-69.3K- 8.26% |
$16.1M - $18M
|
769K
$231M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-73.2K- 8.01% |
$17M - $19M
|
841K
$253M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-73.7K- 4.66% |
$17.2M - $19.2M
|
1.51M
$454M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-73.8K- 67.61% |
$17.2M - $19.2M
|
35.4K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-76.5K- 35.2% |
$17.8M - $19.9M
|
141K
$42.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Lhm, Inc.
Sandy, UT |
SELL
|
- |
-78.2K- 17.58% |
$18.2M - $20.3M
|
367K
$110M
|
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
SELL
|
- |
-79.8K- 37.51% |
$18.6M - $20.8M
|
133K
$40M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-82K- 19.49% |
$19.1M - $21.3M
|
339K
$102M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-84.4K- 39.06% |
$19.6M - $22M
|
132K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-90.5K- 9.37% |
$21.1M - $23.6M
|
876K
$263M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-96.7K- 97.48% |
$22.5M - $25.2M
|
2.5K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 1.56% |
$24.2M - $27M
|
6.55M
$1.97B
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-107KClosed |
$25M - $27.9M
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-128K- 92.56% |
$29.8M - $33.3M
|
10.3K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-159K- 6.26% |
$37M - $41.4M
|
2.38M
$716M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-194K- 90.63% |
$45.1M - $50.4M
|
20K
$6.02M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-213K- 63.14% |
$49.6M - $55.4M
|
124K
$37.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-218K- 95.77% |
$50.8M - $56.8M
|
9.63K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-220K- 36.67% |
$51.2M - $57.2M
|
380K
$114M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-230K- 83.58% |
$53.6M - $59.9M
|
45.2K
$13.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-233K- 62.08% |
$54.3M - $60.7M
|
142K
$42.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-236K- 61.71% |
$54.9M - $61.4M
|
146K
$44M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-248K- 2.56% |
$57.7M - $64.5M
|
9.44M
$2.84B
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-279K- 2.25% |
$64.9M - $72.5M
|
12.1M
$3.63B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-285K- 2.15% |
$66.3M - $74.1M
|
13M
$3.9B
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-296K- 67.55% |
$68.9M - $77M
|
142K
$42.7M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-305K- 95.53% |
$71M - $79.4M
|
14.3K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-342K- 26.81% |
$79.5M - $88.9M
|
933K
$280M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-382K- 46.21% |
$88.8M - $99.2M
|
444K
$133M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-481K- 93.09% |
$112M - $125M
|
35.7K
$10.7M
|