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 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-10- 0.76% |
$2.33K - $2.6K
|
1.3K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-10- 0.51% |
$2.33K - $2.6K
|
1.94K
$534K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-10- 0.32% |
$2.33K - $2.6K
|
3.09K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-10- 0.09% |
$2.33K - $2.6K
|
11.3K
$3.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-12- 0.05% |
$2.79K - $3.12K
|
22.7K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-12- 0.19% |
$2.79K - $3.12K
|
6.27K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-12- 0.93% |
$2.79K - $3.12K
|
1.28K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 0.31% |
$2.79K - $3.12K
|
3.88K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-13- 0.55% |
$3.03K - $3.38K
|
2.34K
$644K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-13- 0.02% |
$3.03K - $3.38K
|
52.6K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-13- 1.81% |
$3.03K - $3.38K
|
704
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-14- 0.09% |
$3.26K - $3.64K
|
16.1K
$4.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-14- 0.23% |
$3.26K - $3.64K
|
6.2K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-14- 0.06% |
$3.26K - $3.64K
|
22.2K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-14- 1.47% |
$3.26K - $3.64K
|
940
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.67% |
$3.49K - $3.9K
|
2.21K
$608K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-15- 0.05% |
$3.49K - $3.9K
|
29.2K
$8.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-15- 0.29% |
$3.49K - $3.9K
|
5.2K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 0.84% |
$3.49K - $3.9K
|
1.78K
$488K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-15- 0.32% |
$3.49K - $3.9K
|
4.6K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-15- 1.64% |
$3.49K - $3.9K
|
901
$248K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 3.05% |
$3.49K - $3.9K
|
477
$131K
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-15- 1.32% |
$3.49K - $3.9K
|
1.12K
$309K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-16- 1.09% |
$3.72K - $4.16K
|
1.45K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-16- 0.13% |
$3.72K - $4.16K
|
12.7K
$3.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-17- 0.19% |
$3.96K - $4.42K
|
8.94K
$2.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-17- 0.27% |
$3.96K - $4.42K
|
6.31K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-18- 0.4% |
$4.19K - $4.68K
|
4.46K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-18- 0.17% |
$4.19K - $4.68K
|
10.7K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-18- 0.63% |
$4.19K - $4.68K
|
2.83K
$779K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-18- 0.63% |
$4.19K - $4.68K
|
2.83K
$779K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-18- 0.98% |
$4.19K - $4.68K
|
1.81K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-18- 1.06% |
$4.19K - $4.68K
|
1.67K
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-19- 1.93% |
$4.42K - $4.94K
|
966
$266K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-19- 0.78% |
$4.42K - $4.94K
|
2.42K
$667K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-19- 0.03% |
$4.42K - $4.94K
|
54.9K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 3.71% |
$4.66K - $5.2K
|
519
$143K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-20- 0.18% |
$4.66K - $5.2K
|
11.1K
$3.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.34% |
$4.66K - $5.2K
|
5.82K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-20- 0.46% |
$4.66K - $5.2K
|
4.38K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20- 0.63% |
$4.66K - $5.2K
|
3.17K
$873K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-21- 1.23% |
$4.89K - $5.46K
|
1.69K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21- 0.17% |
$4.89K - $5.46K
|
12K
$3.31M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-21- 4.96% |
$4.89K - $5.46K
|
402
$111K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21- 0.15% |
$4.89K - $5.46K
|
14.2K
$3.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-22- 0.72% |
$5.12K - $5.72K
|
3.01K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-23- 0.6% |
$5.35K - $5.98K
|
3.8K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-24- 0.07% |
$5.59K - $6.24K
|
33.9K
$9.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 5.91% |
$5.82K - $6.5K
|
398
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-25- 0.23% |
$5.82K - $6.5K
|
10.8K
$2.98M
|