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 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.45K+ 15.48% |
$602K - $661K
|
18.3K
$5.5M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.44K+ 13.84% |
$598K - $657K
|
20.1K
$6.03M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.42K+ 10.57% |
$594K - $653K
|
25.3K
$7.61M
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
2.42K+ 12.73% |
$592K - $651K
|
21.4K
$6.43M
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.39K+ 1.11% |
$587K - $644K
|
218K
$65.4M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 83.77% |
$582K - $640K
|
5.21K
$1.56M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.37K+ 19.1% |
$581K - $638K
|
14.8K
$4.44M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.36KNew |
$579K - $636K
|
2.36K
$709K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.35K+ 61.94% |
$577K - $634K
|
6.15K
$1.85M
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.35K+ 43.55% |
$576K - $633K
|
7.74K
$2.33M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33K+ 1.25% |
$572K - $629K
|
189K
$56.8M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.32K+ 1.8% |
$570K - $626K
|
131K
$39.5M
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.32K+ 27.81% |
$570K - $626K
|
10.7K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.3KNew |
$563K - $618K
|
2.3K
$689K
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.27K+ 58.57% |
$557K - $612K
|
6.15K
$1.85M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.26KNew |
$554K - $609K
|
2.26K
$679K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.24K+ 28.43% |
$550K - $604K
|
10.1K
$3.04M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.23K+ 2.43% |
$547K - $601K
|
94.3K
$28.3M
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.23K+ 11.45% |
$546K - $600K
|
21.7K
$6.51M
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.22KNew |
$545K - $599K
|
2.22K
$668K
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.22K+ 1.12% |
$545K - $599K
|
201K
$60.5M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.22K+ 27.97% |
$544K - $598K
|
10.1K
$3.05M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.21K+ 2.43% |
$542K - $596K
|
93.4K
$28.1M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 1.86% |
$542K - $595K
|
121K
$36.4M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.21K+ 46.07% |
$541K - $595K
|
7K
$2.1M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.19K+ 14.22% |
$537K - $590K
|
17.6K
$5.28M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.19K+ 0.13% |
$536K - $589K
|
1.64M
$492M
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.17K+ 5.82% |
$531K - $583K
|
39.4K
$11.8M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.16KNew |
$528K - $581K
|
2.16K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.15K+ 0.59% |
$527K - $579K
|
366K
$110M
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.14K+ 61.92% |
$524K - $576K
|
5.59K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.12K+ 3.47% |
$521K - $572K
|
63.3K
$19M
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
2.11K+ 161.16% |
$517K - $568K
|
3.42K
$1.03M
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
2.07KNew |
$508K - $558K
|
2.07K
$622K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.06K+ 0.58% |
$506K - $556K
|
356K
$107M
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.06K+ 3.12% |
$504K - $554K
|
68K
$20.4M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.06K+ 19.67% |
$504K - $554K
|
12.5K
$3.76M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.02K+ 3.39% |
$496K - $545K
|
61.7K
$18.5M
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.02K+ 2.19% |
$494K - $543K
|
94K
$28.2M
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.01KNew |
$494K - $543K
|
2.01K
$605K
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2K+ 35.98% |
$490K - $538K
|
7.55K
$2.27M
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.99K+ 1.63% |
$488K - $536K
|
124K
$37.2M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.99K+ 5.89% |
$487K - $535K
|
35.7K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.99K+ 2.67% |
$487K - $535K
|
76.4K
$23M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.99K+ 9.25% |
$487K - $535K
|
23.5K
$7.05M
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.98K+ 9.39% |
$487K - $534K
|
23.1K
$6.94M
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.98K+ 0.76% |
$487K - $534K
|
263K
$78.9M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.98K+ 1.09% |
$486K - $533K
|
184K
$55.4M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.97KNew |
$484K - $532K
|
1.97K
$593K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.94K+ 1.68% |
$477K - $524K
|
117K
$35.3M
|