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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73K+ 495.42% |
$402K - $450K
|
2.08K
$569K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.73K+ 1.81% |
$402K - $449K
|
96.9K
$26.5M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.72K+ 32.43% |
$401K - $448K
|
7.03K
$1.92M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.72K+ 69.05% |
$400K - $447K
|
4.21K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
1.72K+ 91.19% |
$400K - $447K
|
3.6K
$986K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.68KNew |
$392K - $438K
|
1.68K
$460K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.67K+ 8.84% |
$390K - $435K
|
20.6K
$5.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$389K - $435K
|
1.67K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.66KNew |
$387K - $432K
|
1.66K
$455K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.65K+ 10.73% |
$385K - $430K
|
17.1K
$4.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.65K+ 14.11% |
$384K - $429K
|
13.3K
$3.65M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.64K+ 31.28% |
$383K - $428K
|
6.9K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.64K+ 30.47% |
$383K - $428K
|
7.04K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.64K+ 2.33% |
$381K - $426K
|
71.7K
$19.6M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.63K+ 15.76% |
$379K - $424K
|
12K
$3.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.62K+ 13.58% |
$377K - $421K
|
13.5K
$3.71M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
1.61K+ 41.93% |
$375K - $419K
|
5.45K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.61K+ 3.16% |
$374K - $418K
|
52.5K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.59K+ 15.13% |
$371K - $415K
|
12.1K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.59K+ 63.54% |
$371K - $414K
|
4.1K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.59KNew |
$370K - $414K
|
1.59K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.59K+ 0.9% |
$370K - $413K
|
178K
$48.7M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.58K+ 10.12% |
$368K - $412K
|
17.2K
$4.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.56KNew |
$364K - $407K
|
1.56K
$428K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.55K+ 11.21% |
$361K - $404K
|
15.4K
$4.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.55KNew |
$361K - $403K
|
1.55K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.55KNew |
$361K - $403K
|
1.55K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.55K+ 6.41% |
$360K - $402K
|
25.7K
$7.03M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1.55KNew |
$360K - $402K
|
1.55K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.53K+ 8.35% |
$356K - $398K
|
19.9K
$5.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 3.84% |
$356K - $397K
|
41.3K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.52KNew |
$355K - $396K
|
1.52K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.51K+ 18.82% |
$351K - $393K
|
9.53K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.51K+ 95.5% |
$351K - $392K
|
3.08K
$844K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.5KNew |
$349K - $390K
|
1.5K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.5K+ 814.67% |
$349K - $390K
|
1.68K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.49K+ 16.25% |
$347K - $387K
|
10.7K
$2.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
1.48K+ 2.93% |
$345K - $386K
|
52.2K
$14.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.48K+ 10.86% |
$344K - $385K
|
15.1K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.48K+ 10.54% |
$344K - $384K
|
15.5K
$4.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.48K+ 1.6% |
$344K - $384K
|
93.9K
$25.7M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.47K+ 16.91% |
$343K - $383K
|
10.2K
$2.79M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.46K+ 7.33% |
$341K - $381K
|
21.4K
$5.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.46KNew |
$339K - $379K
|
1.46K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.45K+ 70.24% |
$338K - $378K
|
3.52K
$964K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.45KNew |
$338K - $378K
|
1.45K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.44K+ 4.44% |
$334K - $373K
|
33.8K
$9.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.42K+ 13.11% |
$331K - $370K
|
12.3K
$3.36M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.4KNew |
$325K - $364K
|
1.4K
$383K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.4KNew |
$325K - $363K
|
1.4K
$382K
|