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 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-382K- 46.21% |
$88.8M - $99.2M
|
444K
$134M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-481K- 93.09% |
$112M - $125M
|
35.7K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-498K- 37.4% |
$116M - $130M
|
834K
$252M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-586K- 7.33% |
$136M - $152M
|
7.41M
$2.24B
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-616K- 43.26% |
$143M - $160M
|
808K
$244M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-642K- 2.17% |
$149M - $167M
|
28.9M
$8.72B
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-725K- 3.82% |
$169M - $189M
|
18.2M
$5.51B
|
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-863K- 19.42% |
$201M - $225M
|
3.58M
$1.08B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-906K- 32.47% |
$211M - $236M
|
1.88M
$568M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.53M- 10.92% |
$357M - $399M
|
12.5M
$3.77B
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.18M- 48.46% |
$741M - $828M
|
3.39M
$1.02B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.44M- 80.66% |
$1.03B - $1.16B
|
1.07M
$322M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-6.79M- 98.02% |
$1.58B - $1.77B
|
137K
$41.5M
|