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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-335- 7.47% |
$78K - $87.1K
|
4.15K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-336- 16.06% |
$78.2K - $87.4K
|
1.76K
$481K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-336- 12.82% |
$78.2K - $87.4K
|
2.29K
$625K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-338- 7.9% |
$78.7K - $87.9K
|
3.94K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-340- 0.38% |
$79.1K - $88.4K
|
89.4K
$24.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-343- 0.53% |
$79.8K - $89.2K
|
64.4K
$17.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-345- 0.58% |
$80.3K - $89.7K
|
58.7K
$16.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-350- 0.15% |
$81.5K - $91K
|
230K
$62.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-351- 0.58% |
$81.7K - $91.3K
|
60.7K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-351- 1.11% |
$81.7K - $91.3K
|
31.2K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-351- 1.62% |
$81.7K - $91.3K
|
21.3K
$5.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-352- 6.23% |
$81.9K - $91.6K
|
5.3K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 5.8% |
$82.4K - $92.1K
|
5.75K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-357- 3.68% |
$83.1K - $92.9K
|
9.34K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-358- 13.12% |
$83.3K - $93.1K
|
2.37K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-358- 3.76% |
$83.3K - $93.1K
|
9.16K
$2.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-359- 7.94% |
$83.6K - $93.4K
|
4.17K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-360- 18.62% |
$83.8K - $93.7K
|
1.57K
$431K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-363- 7.24% |
$84.5K - $94.4K
|
4.65K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-365- 3.67% |
$85K - $95K
|
9.58K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-367- 0.27% |
$85.4K - $95.5K
|
134K
$36.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-369- 1.58% |
$85.9K - $96K
|
23K
$6.3M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-370- 7.71% |
$86.1K - $96.3K
|
4.43K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-371- 1.08% |
$86.4K - $96.5K
|
34.1K
$9.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-371- 2.17% |
$86.4K - $96.5K
|
16.7K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-372- 1.03% |
$86.6K - $96.8K
|
35.9K
$9.82M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.28% |
$86.6K - $96.8K
|
28.7K
$7.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-380- 3.68% |
$88.5K - $98.9K
|
9.95K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-381- 25.5% |
$88.7K - $99.1K
|
1.11K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-382- 2.78% |
$88.9K - $99.4K
|
13.4K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-389- 1.97% |
$90.5K - $101K
|
19.4K
$5.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-389- 6.79% |
$90.5K - $101K
|
5.34K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-389- 50.0% |
$90.5K - $101K
|
389
$106K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-390- 25.81% |
$90.8K - $101K
|
1.12K
$307K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-390- 7.16% |
$90.8K - $101K
|
5.06K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-392- 0.19% |
$91.2K - $102K
|
206K
$56.3M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-393- 2.07% |
$91.5K - $102K
|
18.6K
$5.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-399- 2.17% |
$92.9K - $104K
|
18K
$4.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-400- 7.41% |
$93.1K - $104K
|
5K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-400- 5.71% |
$93.1K - $104K
|
6.6K
$1.81M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-401- 0.6% |
$93.3K - $104K
|
66.6K
$18.2M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-403- 8.97% |
$93.8K - $105K
|
4.09K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-403- 0.19% |
$93.8K - $105K
|
211K
$57.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-405- 5.28% |
$94.3K - $105K
|
7.27K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-412- 28.97% |
$95.9K - $107K
|
1.01K
$276K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-414- 19.54% |
$96.4K - $108K
|
1.71K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-414- 7.3% |
$96.4K - $108K
|
5.26K
$1.44M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-417- 0.14% |
$97.1K - $108K
|
290K
$79.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-419- 4.75% |
$97.5K - $109K
|
8.39K
$2.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-420- 10.01% |
$97.8K - $109K
|
3.78K
$1.03M
|