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 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.09K+ 39.11% |
$485K - $542K
|
7.42K
$2.03M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.08K+ 8.62% |
$484K - $541K
|
26.2K
$7.17M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 4.61% |
$482K - $539K
|
47K
$12.9M
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
2.07K+ 4.97% |
$481K - $538K
|
43.6K
$11.9M
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.06K+ 14.24% |
$480K - $536K
|
16.5K
$4.53M
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.06K+ 33.33% |
$479K - $535K
|
8.23K
$2.25M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.05K+ 180.7% |
$477K - $534K
|
3.19K
$872K
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 2.29% |
$473K - $529K
|
90.8K
$24.9M
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.02KNew |
$470K - $525K
|
2.02K
$553K
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.02K+ 18.42% |
$470K - $525K
|
13K
$3.55M
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.01K+ 8.11% |
$467K - $522K
|
26.8K
$7.33M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 5.61% |
$466K - $520K
|
37.7K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2K+ 44.91% |
$465K - $519K
|
6.44K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.99K+ 4.34% |
$463K - $517K
|
47.9K
$13.1M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.98K+ 312.62% |
$461K - $516K
|
2.62K
$716K
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.98K+ 16.69% |
$460K - $514K
|
13.8K
$3.78M
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.98K+ 26.29% |
$460K - $514K
|
9.49K
$2.6M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.95K+ 63.13% |
$455K - $508K
|
5.05K
$1.38M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.95KNew |
$454K - $508K
|
1.95K
$534K
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.95K+ 2.26% |
$453K - $506K
|
88.1K
$24.1M
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1.94K+ 2.95% |
$453K - $506K
|
67.8K
$18.6M
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.94K+ 2.69% |
$451K - $504K
|
74.1K
$20.3M
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.93K+ 138.66% |
$448K - $501K
|
3.32K
$907K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.89K+ 7.98% |
$440K - $492K
|
25.6K
$7.01M
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.88KNew |
$438K - $490K
|
1.88K
$515K
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.88KNew |
$438K - $490K
|
1.88K
$515K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.88K+ 12.07% |
$438K - $490K
|
17.5K
$4.78M
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.88KNew |
$437K - $488K
|
1.88K
$514K
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.88K+ 11.39% |
$436K - $488K
|
18.3K
$5.02M
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.86K+ 1.82% |
$434K - $485K
|
104K
$28.5M
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.86K+ 11.78% |
$433K - $484K
|
17.6K
$4.83M
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.85KNew |
$430K - $481K
|
1.85K
$506K
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.85K+ 3.54% |
$430K - $481K
|
54K
$14.8M
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.85K+ 1.2% |
$429K - $480K
|
155K
$42.5M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84K+ 8.86% |
$428K - $478K
|
22.6K
$6.18M
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.83K+ 5.46% |
$427K - $477K
|
35.4K
$9.69M
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.82K+ 7.65% |
$424K - $474K
|
25.6K
$7.02M
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.82K+ 12.07% |
$423K - $473K
|
16.9K
$4.62M
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.82KNew |
$422K - $472K
|
1.82K
$497K
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.81K+ 5.01% |
$422K - $472K
|
38K
$10.4M
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.81K+ 1.89% |
$422K - $472K
|
97.5K
$26.7M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.81K+ 48.88% |
$421K - $470K
|
5.51K
$1.51M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.8K+ 1.18% |
$419K - $469K
|
154K
$42.2M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.8K+ 12.73% |
$419K - $468K
|
15.9K
$4.36M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.8K+ 20.81% |
$419K - $468K
|
10.4K
$2.86M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.79KNew |
$417K - $466K
|
1.79K
$491K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 4.64% |
$413K - $461K
|
40K
$10.9M
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 3.89% |
$410K - $459K
|
47.1K
$12.9M
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.76K+ 0.36% |
$409K - $457K
|
490K
$134M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 0.9% |
$405K - $453K
|
195K
$53.4M
|