Purchases and Sales Made in Q1 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15.9K- 10.48% |
$3.7M - $4.14M
|
136K
$37.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.6K- 4.49% |
$3.87M - $4.32M
|
354K
$98.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-16.9K- 23.82% |
$3.93M - $4.39M
|
54K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.1K- 2.04% |
$3.99M - $4.46M
|
821K
$229M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-17.2K- 50.54% |
$4.01M - $4.49M
|
16.9K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-17.6K- 6.77% |
$4.1M - $4.58M
|
242K
$67.5M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17.6K- 6.77% |
$4.1M - $4.58M
|
242K
$67.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-17.7K- 3.67% |
$4.12M - $4.6M
|
465K
$130M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.2K- 17.28% |
$4.24M - $4.74M
|
87.2K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-18.6K- 98.98% |
$4.32M - $4.83M
|
192
$53.5K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-18.7K- 55.89% |
$4.36M - $4.87M
|
14.8K
$4.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-19.4K- 88.15% |
$4.52M - $5.05M
|
2.61K
$728K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-20K- 1.47% |
$4.65M - $5.2M
|
1.34M
$374M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-20.5K- 1.54% |
$4.78M - $5.34M
|
1.31M
$366M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-21.7K- 6.74% |
$5.05M - $5.64M
|
300K
$83.7M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-21.7K- 3.07% |
$5.06M - $5.65M
|
686K
$191M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-22.3K- 56.02% |
$5.18M - $5.79M
|
17.5K
$4.87M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-22.3K- 17.09% |
$5.2M - $5.81M
|
108K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22.9K- 23.24% |
$5.32M - $5.95M
|
75.5K
$21.1M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-22.9K- 23.55% |
$5.33M - $5.95M
|
74.3K
$20.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-23.3K- 68.83% |
$5.42M - $6.06M
|
10.5K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-24.7K- 15.2% |
$5.75M - $6.42M
|
138K
$38.4M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24.9K- 9.51% |
$5.79M - $6.47M
|
237K
$66M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 1.0% |
$5.82M - $6.51M
|
2.49M
$693M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25.6K- 3.17% |
$5.95M - $6.65M
|
781K
$218M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-28.3K- 89.63% |
$6.59M - $7.37M
|
3.28K
$914K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-28.8K- 88.88% |
$6.7M - $7.49M
|
3.6K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.5K- 2.75% |
$6.86M - $7.67M
|
1.04M
$291M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.3K- 0.71% |
$7.28M - $8.14M
|
4.37M
$1.22B
|
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
SELL
|
- |
-32.4K- 0.31% |
$7.55M - $8.43M
|
10.6M
$2.94B
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-41.4K- 2.42% |
$9.63M - $10.8M
|
1.67M
$465M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-41.6K- 15.71% |
$9.69M - $10.8M
|
223K
$62.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.9K- 3.44% |
$10.2M - $11.4M
|
1.23M
$344M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44.1K- 6.97% |
$10.3M - $11.5M
|
589K
$164M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-47.8K- 8.72% |
$11.1M - $12.4M
|
501K
$140M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-48.7K- 90.86% |
$11.3M - $12.7M
|
4.9K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-48.8K- 10.39% |
$11.4M - $12.7M
|
421K
$117M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.3K- 2.02% |
$11.5M - $12.8M
|
2.4M
$668M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-49.6K- 53.93% |
$11.6M - $12.9M
|
42.4K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-52.8K- 37.38% |
$12.3M - $13.7M
|
88.4K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-54.4K- 8.41% |
$12.7M - $14.2M
|
592K
$165M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.4K- 1.58% |
$12.9M - $14.4M
|
3.46M
$965M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58.3K- 4.15% |
$13.6M - $15.2M
|
1.35M
$376M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-61K- 10.39% |
$14.2M - $15.9M
|
526K
$147M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64.5K- 70.9% |
$15M - $16.8M
|
26.5K
$7.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-69K- 60.77% |
$16.1M - $18M
|
44.6K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-69.3K- 8.26% |
$16.1M - $18M
|
769K
$215M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-73.2K- 8.01% |
$17M - $19M
|
841K
$234M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-73.7K- 4.66% |
$17.2M - $19.2M
|
1.51M
$421M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-73.8K- 67.61% |
$17.2M - $19.2M
|
35.4K
$9.86M
|