Purchases and Sales Made in Q3 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
496+ 4.67% |
$127K - $140K
|
11.1K
$3.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
495+ 14.74% |
$126K - $140K
|
3.85K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
494+ 0.27% |
$126K - $140K
|
185K
$56.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
494+ 7.92% |
$126K - $140K
|
6.73K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
493+ 7.55% |
$126K - $140K
|
7.02K
$2.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
491+ 61.38% |
$125K - $139K
|
1.29K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
491+ 2.3% |
$125K - $139K
|
21.8K
$6.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
487+ 6.38% |
$124K - $138K
|
8.12K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
482+ 2.45% |
$123K - $137K
|
20.2K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
480New |
$122K - $136K
|
480
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
477+ 41.44% |
$122K - $135K
|
1.63K
$496K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
476+ 0.35% |
$121K - $135K
|
137K
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
474+ 1.31% |
$121K - $134K
|
36.5K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
469+ 13.73% |
$120K - $133K
|
3.89K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
467+ 2.33% |
$119K - $132K
|
20.5K
$6.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
464+ 4.88% |
$118K - $131K
|
9.98K
$3.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
463+ 0.23% |
$118K - $131K
|
205K
$62.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
463+ 6.88% |
$118K - $131K
|
7.19K
$2.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
459+ 1.62% |
$117K - $130K
|
28.8K
$8.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
456New |
$116K - $129K
|
456
$139K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
453+ 3.55% |
$116K - $128K
|
13.2K
$4.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
452+ 30.58% |
$115K - $128K
|
1.93K
$588K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
450+ 0.86% |
$115K - $127K
|
53.1K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
449+ 5.3% |
$115K - $127K
|
8.92K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
448+ 13.64% |
$114K - $127K
|
3.73K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
447+ 16.86% |
$114K - $127K
|
3.1K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
444+ 3.89% |
$113K - $126K
|
11.9K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
442+ 34.26% |
$113K - $125K
|
1.73K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
441+ 3.65% |
$113K - $125K
|
12.5K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
438+ 12.63% |
$112K - $124K
|
3.91K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
433+ 3.32% |
$110K - $123K
|
13.5K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
432+ 0.38% |
$110K - $122K
|
114K
$34.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
431+ 5.22% |
$110K - $122K
|
8.69K
$2.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
430+ 36.78% |
$110K - $122K
|
1.6K
$487K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
430+ 0.25% |
$110K - $122K
|
172K
$52.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
427+ 6.77% |
$109K - $121K
|
6.73K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
424+ 6.94% |
$108K - $120K
|
6.54K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
422+ 3.71% |
$108K - $120K
|
11.8K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
421+ 8.07% |
$107K - $119K
|
5.64K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
417+ 0.81% |
$106K - $118K
|
52K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
410+ 26.37% |
$105K - $116K
|
1.97K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
405+ 15.86% |
$103K - $115K
|
2.96K
$902K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
402+ 3.59% |
$103K - $114K
|
11.6K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
400+ 35.03% |
$102K - $113K
|
1.54K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
400+ 30.77% |
$102K - $113K
|
1.7K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
397+ 6.24% |
$101K - $112K
|
6.76K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
392+ 2.27% |
$100K - $111K
|
17.7K
$5.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
387+ 0.03% |
$98.8K - $110K
|
1.27M
$388M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
386+ 6.83% |
$98.5K - $109K
|
6.04K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
385+ 1.93% |
$98.2K - $109K
|
20.3K
$6.19M
|