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
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.21KNew |
$788K - $866K
|
3.21K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.21K+ 193.08% |
$786K - $864K
|
4.87K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.18K+ 5.24% |
$780K - $857K
|
63.9K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
3.14KNew |
$769K - $845K
|
3.14K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.08K+ 2.05% |
$756K - $830K
|
153K
$46.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
3.07KNew |
$752K - $826K
|
3.07K
$926K
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
3.02K+ 5.73% |
$740K - $813K
|
55.7K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.99KNew |
$732K - $804K
|
2.99K
$901K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$726K - $798K
|
2.96K
$894K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 9.3% |
$720K - $790K
|
34.5K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.9K+ 1.87% |
$710K - $780K
|
158K
$47.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.89K+ 0.17% |
$709K - $779K
|
1.67M
$504M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.88KNew |
$707K - $776K
|
2.88K
$869K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.87K+ 7.55% |
$703K - $773K
|
40.9K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.86K+ 5.55% |
$701K - $770K
|
54.4K
$16.4M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.85K+ 16.71% |
$699K - $768K
|
19.9K
$6.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 11.0% |
$699K - $768K
|
28.8K
$8.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.84KNew |
$697K - $766K
|
2.84K
$858K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.8K+ 10.39% |
$687K - $754K
|
29.8K
$8.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.76KNew |
$678K - $744K
|
2.76K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.76K+ 39.23% |
$677K - $744K
|
9.8K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.73K+ 18.49% |
$669K - $735K
|
17.5K
$5.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.71K+ 52.3% |
$665K - $731K
|
7.9K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.7K+ 7.54% |
$662K - $728K
|
38.5K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.7K+ 1.63% |
$662K - $728K
|
168K
$50.8M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.68KNew |
$656K - $721K
|
2.68K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.67K+ 123.97% |
$655K - $719K
|
4.82K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 71.2% |
$649K - $713K
|
6.37K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.64KNew |
$648K - $712K
|
2.64K
$798K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.63K+ 1.93% |
$645K - $709K
|
139K
$41.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.63K+ 87.19% |
$644K - $708K
|
5.64K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.62K+ 6090.7% |
$642K - $706K
|
2.66K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.62K+ 18.6% |
$642K - $706K
|
16.7K
$5.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.61K+ 6.33% |
$641K - $704K
|
43.9K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.61KNew |
$640K - $703K
|
2.61K
$787K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.6K+ 143.64% |
$637K - $700K
|
4.41K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.57K+ 2.22% |
$631K - $693K
|
119K
$35.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.57K+ 220.79% |
$630K - $692K
|
3.73K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.57K+ 1.01% |
$630K - $692K
|
258K
$77.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.57KNew |
$629K - $691K
|
2.57K
$774K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
2.56KNew |
$628K - $690K
|
2.56K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.53KNew |
$619K - $680K
|
2.53K
$762K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.51K+ 3.11% |
$615K - $676K
|
83.2K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.5K+ 3.18% |
$614K - $675K
|
81.2K
$24.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.49K+ 10.09% |
$610K - $670K
|
27.1K
$8.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.48K+ 1.9% |
$609K - $669K
|
133K
$40.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.48K+ 42.45% |
$607K - $667K
|
8.31K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.48K+ 2.75% |
$607K - $667K
|
92.3K
$27.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
2.47K+ 212.27% |
$606K - $666K
|
3.64K
$1.1M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.46K+ 56.8% |
$603K - $662K
|
6.79K
$2.05M
|