Purchases and Sales Made in Q2 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.57K+ 34.71% |
$385K - $423K
|
6.09K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.56KNew |
$381K - $419K
|
1.56K
$470K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.55K+ 4.86% |
$381K - $418K
|
33.5K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.54K+ 1.03% |
$378K - $415K
|
151K
$45.7M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.54K+ 104.77% |
$377K - $414K
|
3.01K
$909K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.54K+ 12.47% |
$377K - $414K
|
13.9K
$4.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.53KNew |
$375K - $412K
|
1.53K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.53K+ 21.26% |
$374K - $411K
|
8.71K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 0.53% |
$374K - $411K
|
289K
$87.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.52KNew |
$373K - $410K
|
1.52K
$461K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.5K+ 6.36% |
$369K - $405K
|
25.1K
$7.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.5K+ 4.28% |
$368K - $404K
|
36.5K
$11M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.5K+ 12.39% |
$367K - $404K
|
13.6K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 0.31% |
$367K - $403K
|
485K
$147M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 4.83% |
$364K - $400K
|
32.2K
$9.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.47K+ 12.13% |
$361K - $397K
|
13.6K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.46K+ 4.11% |
$357K - $392K
|
36.9K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.46K+ 55.53% |
$357K - $392K
|
4.08K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 45.37% |
$355K - $390K
|
4.63K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.44K+ 7.27% |
$354K - $389K
|
21.3K
$6.44M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.42K+ 110.63% |
$347K - $381K
|
2.69K
$815K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 4.62% |
$346K - $380K
|
32K
$9.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 24.24% |
$346K - $380K
|
7.23K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$345K - $379K
|
1.41K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.4KNew |
$344K - $378K
|
1.4K
$424K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
1.4K+ 167.71% |
$343K - $376K
|
2.23K
$674K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.4K+ 31.26% |
$342K - $376K
|
5.86K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
1.39K+ 25.56% |
$342K - $375K
|
6.84K
$2.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.39KNew |
$341K - $375K
|
1.39K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.39K+ 2.47% |
$341K - $374K
|
57.7K
$17.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 163.94% |
$339K - $372K
|
2.23K
$673K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.37K+ 3.48% |
$336K - $369K
|
40.7K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.37K+ 26.56% |
$336K - $369K
|
6.53K
$1.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
1.37KNew |
$335K - $369K
|
1.37K
$414K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.35KNew |
$332K - $364K
|
1.35K
$409K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.35K+ 29.85% |
$332K - $364K
|
5.88K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.35K+ 36.97% |
$332K - $364K
|
5.01K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.35K+ 5.96% |
$331K - $364K
|
24K
$7.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.34K+ 1.43% |
$328K - $360K
|
95K
$28.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
1.34K+ 37.09% |
$328K - $360K
|
4.94K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.34K+ 82.88% |
$328K - $360K
|
2.95K
$892K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.32K+ 20.68% |
$323K - $355K
|
7.7K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.32KNew |
$323K - $355K
|
1.32K
$399K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.31K+ 0.58% |
$322K - $354K
|
227K
$68.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.31K+ 3.22% |
$321K - $352K
|
41.9K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.3K+ 16.03% |
$318K - $350K
|
9.4K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.29K+ 2.2% |
$316K - $347K
|
59.7K
$18.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.28K+ 7.92% |
$313K - $344K
|
17.4K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1.27K+ 16.6% |
$312K - $343K
|
8.94K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.27K+ 0.51% |
$312K - $342K
|
249K
$75.4M
|