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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Gp Brinson Investments LLC
|
SELL
|
- |
-25.9K- 7.43% |
$6.34M - $6.97M
|
322K
$96.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.3K- 51.01% |
$6.69M - $7.35M
|
26.2K
$7.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-28.3K- 25.91% |
$6.94M - $7.63M
|
81K
$24.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-29.7K- 4.38% |
$7.27M - $7.99M
|
647K
$194M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30K- 39.67% |
$7.35M - $8.07M
|
45.6K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31.2K- 5.29% |
$7.64M - $8.4M
|
558K
$168M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-32K- 0.53% |
$7.85M - $8.62M
|
5.95M
$1.79B
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.3K- 12.56% |
$7.92M - $8.7M
|
225K
$67.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-33.6K- 3.84% |
$8.24M - $9.05M
|
842K
$253M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-39.6K- 4.11% |
$9.71M - $10.7M
|
923K
$277M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40.3K- 2.99% |
$9.89M - $10.9M
|
1.31M
$393M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-40.3K- 22.6% |
$9.89M - $10.9M
|
138K
$41.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40.4K- 10.55% |
$9.9M - $10.9M
|
342K
$103M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.4K- 5.26% |
$9.92M - $10.9M
|
729K
$219M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-41.6K- 75.43% |
$10.2M - $11.2M
|
13.6K
$4.07M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.1K- 1.75% |
$10.3M - $11.3M
|
2.37M
$711M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-43.5K- 26.15% |
$10.7M - $11.7M
|
123K
$36.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-44K- 85.95% |
$10.8M - $11.8M
|
7.19K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Wind River Trust CO
|
SELL
|
- |
-45.1K- 50.17% |
$11.1M - $12.1M
|
44.8K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-53.2K- 92.23% |
$13M - $14.3M
|
4.48K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54K- 0.82% |
$13.2M - $14.5M
|
6.49M
$1.95B
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-54.8K- 85.05% |
$13.4M - $14.8M
|
9.62K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55.4K- 3.49% |
$13.6M - $14.9M
|
1.53M
$460M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-59.2K- 4.41% |
$14.5M - $15.9M
|
1.28M
$385M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-62.6K- 32.37% |
$15.3M - $16.9M
|
131K
$39.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-67.1K- 8.59% |
$16.4M - $18.1M
|
714K
$214M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-70.5K- 4.67% |
$17.3M - $19M
|
1.44M
$432M
|
|
|
Jul 29, 2024
Q2 2024
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-71.3K- 10.02% |
$17.5M - $19.2M
|
640K
$192M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-74.9K- 76.62% |
$18.4M - $20.2M
|
22.9K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-82.6K- 93.46% |
$20.3M - $22.3M
|
5.79K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-88.2K- 98.55% |
$21.6M - $23.8M
|
1.3K
$389K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-89.9K- 11.13% |
$22M - $24.2M
|
718K
$216M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-90K- 61.45% |
$22.1M - $24.2M
|
56.4K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-93.4K- 2.76% |
$22.9M - $25.2M
|
3.29M
$989M
|
|
|
Aug 14, 2024
Q2 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-94.6K- 46.24% |
$23.2M - $25.5M
|
110K
$33M
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-98.5K- 7.14% |
$24.2M - $26.5M
|
1.28M
$385M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-118K- 85.79% |
$29M - $31.8M
|
19.6K
$5.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-157K- 99.51% |
$38.5M - $42.3M
|
767
$230K
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-163K- 92.24% |
$39.9M - $43.8M
|
13.7K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166K- 2.72% |
$40.8M - $44.8M
|
5.94M
$1.78B
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-176K- 49.58% |
$43.1M - $47.3M
|
179K
$53.7M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-182K- 92.99% |
$44.5M - $48.9M
|
13.7K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-190K- 50.0% |
$46.6M - $51.2M
|
190K
$57.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-239K- 95.25% |
$58.7M - $64.4M
|
11.9K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-263K- 1.73% |
$64.4M - $70.8M
|
15M
$4.49B
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269K- 14.29% |
$66M - $72.5M
|
1.61M
$485M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-300K- 24.07% |
$73.6M - $80.8M
|
946K
$284M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-302K- 97.4% |
$74.1M - $81.4M
|
8.08K
$2.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-345K- 4.66% |
$84.7M - $93M
|
7.06M
$2.12B
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-544K- 77.7% |
$134M - $147M
|
156K
$47M
|