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 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.33K+ 13.17% |
$849K - $942K
|
28.6K
$8.63M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.32KNew |
$846K - $939K
|
3.32K
$1M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.31K+ 9.06% |
$844K - $937K
|
39.8K
$12M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.28K+ 53.98% |
$837K - $929K
|
9.35K
$2.82M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.25K+ 187.59% |
$830K - $921K
|
4.98K
$1.5M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.19K+ 170.06% |
$813K - $903K
|
5.06K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.19K+ 422.97% |
$813K - $902K
|
3.94K
$1.19M
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.17K+ 54.73% |
$808K - $897K
|
8.95K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.15KNew |
$805K - $893K
|
3.15K
$952K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.15K+ 17.84% |
$804K - $892K
|
20.8K
$6.28M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.15K+ 30.03% |
$803K - $892K
|
13.6K
$4.11M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.1K+ 36.87% |
$791K - $878K
|
11.5K
$3.47M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.1K+ 100.19% |
$791K - $877K
|
6.19K
$1.87M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.08K+ 22.92% |
$786K - $872K
|
16.5K
$4.98M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.04K+ 16.59% |
$777K - $862K
|
21.4K
$6.45M
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.03K+ 212.76% |
$774K - $859K
|
4.46K
$1.35M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.03K+ 4.29% |
$772K - $857K
|
73.5K
$22.2M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.02K+ 6.86% |
$769K - $854K
|
47K
$14.2M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.01K+ 4.01% |
$769K - $853K
|
78.1K
$23.6M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.01K+ 13.81% |
$768K - $852K
|
24.8K
$7.48M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3KNew |
$765K - $848K
|
3K
$904K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3KNew |
$765K - $848K
|
3K
$904K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.98K+ 7.02% |
$761K - $845K
|
45.5K
$13.7M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.95KNew |
$752K - $835K
|
2.95K
$889K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.91K+ 85.42% |
$743K - $825K
|
6.32K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.9K+ 3.14% |
$740K - $821K
|
95.2K
$28.7M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.9K+ 3.08% |
$740K - $821K
|
97K
$29.3M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.86K+ 13.81% |
$729K - $809K
|
23.5K
$7.1M
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.85K+ 4.13% |
$727K - $807K
|
71.8K
$21.7M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
2.82K+ 6.6% |
$721K - $800K
|
45.6K
$13.8M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.78K+ 10.57% |
$710K - $788K
|
29.1K
$8.78M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.78K+ 13.37% |
$710K - $788K
|
23.6K
$7.12M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 92.83% |
$707K - $785K
|
5.76K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.77K+ 306.64% |
$707K - $784K
|
3.67K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.77K+ 4.37% |
$706K - $783K
|
66K
$19.9M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.75K+ 5.01% |
$701K - $778K
|
57.6K
$17.4M
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.75K+ 0.43% |
$701K - $778K
|
635K
$191M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.74K+ 17.42% |
$698K - $775K
|
18.4K
$5.56M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73K+ 6.12% |
$697K - $773K
|
47.4K
$14.3M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.72K+ 65.96% |
$694K - $770K
|
6.84K
$2.06M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.71K+ 10.1% |
$693K - $769K
|
29.6K
$8.93M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.71K+ 156.59% |
$691K - $767K
|
4.44K
$1.34M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.7K+ 2.72% |
$689K - $765K
|
102K
$30.8M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.7K+ 37.23% |
$689K - $765K
|
9.95K
$3M
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
2.66K+ 3.92% |
$680K - $754K
|
70.5K
$21.3M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.66KNew |
$680K - $754K
|
2.66K
$804K
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.65K+ 1.22% |
$676K - $750K
|
220K
$66.5M
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.64KNew |
$673K - $747K
|
2.64K
$796K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.63K+ 15.84% |
$671K - $745K
|
19.2K
$5.8M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.61K+ 5.17% |
$666K - $739K
|
53.1K
$16M
|