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 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4.72K+ 3.96% |
$1.1M - $1.23M
|
124K
$37.3M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.72K+ 4.2% |
$1.1M - $1.23M
|
117K
$35.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.7K+ 18.08% |
$1.09M - $1.22M
|
30.7K
$9.23M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.68K+ 15.47% |
$1.09M - $1.22M
|
34.9K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.67K+ 3.38% |
$1.09M - $1.22M
|
143K
$42.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.66K+ 271.03% |
$1.08M - $1.21M
|
6.38K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.62K+ 1.29% |
$1.07M - $1.2M
|
364K
$109M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.61K+ 2.31% |
$1.07M - $1.2M
|
204K
$61.4M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.58K+ 12.91% |
$1.07M - $1.19M
|
40.1K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.55K+ 7.24% |
$1.06M - $1.18M
|
67.4K
$20.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.53K+ 138.96% |
$1.06M - $1.18M
|
7.8K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.4K+ 0.58% |
$1.03M - $1.15M
|
761K
$229M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.33KNew |
$1.01M - $1.13M
|
4.33K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.32K+ 0.69% |
$1.01M - $1.12M
|
626K
$188M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
4.3K+ 288.09% |
$1M - $1.12M
|
5.8K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.29K+ 37.8% |
$998K - $1.12M
|
15.6K
$4.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.25K+ 1.97% |
$988K - $1.1M
|
220K
$66.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.17K+ 0.93% |
$972K - $1.09M
|
455K
$137M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.15K+ 243.03% |
$966K - $1.08M
|
5.86K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.11K+ 2.73% |
$956K - $1.07M
|
154K
$46.3M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.03K+ 275.34% |
$938K - $1.05M
|
5.5K
$1.65M
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
4.02K+ 2.44% |
$936K - $1.05M
|
169K
$50.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
3.96K+ 1.43% |
$923K - $1.03M
|
281K
$84.5M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.96K+ 6.12% |
$923K - $1.03M
|
68.7K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.95K+ 10.9% |
$919K - $1.03M
|
40.1K
$12.1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.91K+ 16.45% |
$911K - $1.02M
|
27.7K
$8.32M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.9K+ 4.34% |
$907K - $1.01M
|
93.7K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.87K+ 33.24% |
$901K - $1.01M
|
15.5K
$4.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.84K+ 12.14% |
$895K - $1M
|
35.5K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
3.78KNew |
$879K - $983K
|
3.78K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.75K+ 2.1% |
$873K - $976K
|
182K
$54.8M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.73K+ 13.67% |
$869K - $971K
|
31K
$9.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.69K+ 3.49% |
$859K - $960K
|
110K
$32.9M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.66K+ 34.24% |
$853K - $953K
|
14.4K
$4.32M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
3.65K+ 5.55% |
$849K - $948K
|
69.4K
$20.8M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3.6K+ 31.4% |
$839K - $937K
|
15.1K
$4.53M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.6KNew |
$838K - $937K
|
3.6K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
3.6KNew |
$837K - $936K
|
3.6K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.57K+ 21.45% |
$830K - $928K
|
20.2K
$6.07M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.55K+ 4.49% |
$825K - $922K
|
82.6K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.47K+ 267.77% |
$808K - $903K
|
4.77K
$1.43M
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
3.47KNew |
$807K - $902K
|
3.47K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.46K+ 7.19% |
$806K - $900K
|
51.6K
$15.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.45K+ 105.69% |
$804K - $899K
|
6.72K
$2.02M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.45K+ 8.48% |
$803K - $898K
|
44.2K
$13.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.45K+ 7.33% |
$803K - $897K
|
50.5K
$15.2M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.45K+ 21.03% |
$802K - $896K
|
19.8K
$5.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.4K+ 5.43% |
$790K - $883K
|
65.9K
$19.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.39K+ 1.2% |
$790K - $883K
|
285K
$85.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.39K+ 10.66% |
$789K - $881K
|
35.2K
$10.6M
|