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 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-2.75K- 0.56% |
$675K - $742K
|
491K
$148M
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-2.79K- 0.6% |
$685K - $752K
|
460K
$139M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-2.8K- 20.34% |
$687K - $755K
|
11K
$3.32M
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.82K- 35.2% |
$691K - $759K
|
5.19K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.82K- 7.74% |
$691K - $759K
|
33.6K
$10.2M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.88K- 0.51% |
$706K - $776K
|
558K
$169M
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-2.91K- 1.63% |
$714K - $784K
|
176K
$53.2M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.92K- 7.5% |
$717K - $788K
|
36K
$10.9M
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.95K- 19.82% |
$723K - $794K
|
11.9K
$3.61M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.98K- 3.33% |
$730K - $801K
|
86.3K
$26.1M
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.99K- 5.16% |
$733K - $805K
|
54.9K
$16.6M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.99K- 3.73% |
$733K - $806K
|
77.1K
$23.3M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 7.33% |
$737K - $809K
|
38K
$11.5M
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.04K- 19.29% |
$746K - $819K
|
12.7K
$3.85M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.05K- 4.98% |
$748K - $822K
|
58.2K
$17.6M
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.12K- 1.09% |
$765K - $840K
|
284K
$85.8M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.16K- 1.77% |
$774K - $850K
|
176K
$53.1M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.25K- 6.39% |
$796K - $874K
|
47.6K
$14.4M
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.32K- 23.08% |
$814K - $895K
|
11.1K
$3.35M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.36K- 2.36% |
$824K - $905K
|
139K
$42M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.36K- 2.52% |
$824K - $905K
|
130K
$39.3M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.42K- 4.26% |
$838K - $921K
|
76.8K
$23.2M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.48K- 5.81% |
$854K - $938K
|
56.4K
$17.1M
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.52K- 5.99% |
$862K - $947K
|
55.2K
$16.7M
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.55K- 28.62% |
$869K - $955K
|
8.84K
$2.67M
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 5.3% |
$873K - $959K
|
63.6K
$19.2M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.59K- 1.65% |
$880K - $967K
|
214K
$64.7M
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.61K- 2.32% |
$886K - $974K
|
152K
$46M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.62K- 12.91% |
$887K - $975K
|
24.4K
$7.38M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.63K- 20.45% |
$890K - $978K
|
14.1K
$4.27M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.68K- 4.02% |
$903K - $992K
|
88K
$26.6M
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.73K- 18.67% |
$914K - $1M
|
16.2K
$4.91M
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3.74K- 5.66% |
$918K - $1.01M
|
62.4K
$18.9M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.75K- 14.76% |
$919K - $1.01M
|
21.6K
$6.54M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.8KClosed |
$932K - $1.02M
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-3.82K- 3.16% |
$937K - $1.03M
|
117K
$35.4M
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-3.82K- 1.92% |
$937K - $1.03M
|
195K
$58.9M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.87K- 14.57% |
$950K - $1.04M
|
22.7K
$6.86M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.89K- 9.94% |
$954K - $1.05M
|
35.2K
$10.7M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.9K- 2.22% |
$956K - $1.05M
|
171K
$51.9M
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-3.91K- 1.25% |
$960K - $1.05M
|
310K
$93.8M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.01K- 2.43% |
$984K - $1.08M
|
161K
$48.7M
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.18K- 4.28% |
$1.02M - $1.13M
|
93.4K
$28.2M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.27K- 13.49% |
$1.05M - $1.15M
|
27.4K
$8.28M
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-4.35K- 10.84% |
$1.07M - $1.17M
|
35.8K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.4K- 0.99% |
$1.08M - $1.18M
|
440K
$133M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4.45K- 1.14% |
$1.09M - $1.2M
|
386K
$117M
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.47K- 29.63% |
$1.1M - $1.2M
|
10.6K
$3.21M
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.48K- 15.85% |
$1.1M - $1.21M
|
23.8K
$7.19M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.48K- 3.86% |
$1.1M - $1.21M
|
112K
$33.7M
|