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
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-553- 2.14% |
$129K - $144K
|
25.3K
$6.94M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-558- 73.61% |
$130K - $145K
|
200
$54.7K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-561- 1.2% |
$131K - $146K
|
46K
$12.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-563- 4.23% |
$131K - $146K
|
12.8K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-566- 4.52% |
$132K - $147K
|
11.9K
$3.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-569- 8.84% |
$132K - $148K
|
5.87K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-576- 15.07% |
$134K - $150K
|
3.25K
$889K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-580- 0.66% |
$135K - $151K
|
87.7K
$24M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-580- 30.85% |
$135K - $151K
|
1.3K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-580- 22.1% |
$135K - $151K
|
2.04K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-585- 0.68% |
$136K - $152K
|
85.1K
$23.3M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-587- 7.83% |
$137K - $153K
|
6.91K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-588- 3.16% |
$137K - $153K
|
18K
$4.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-589- 11.34% |
$137K - $153K
|
4.61K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-592- 2.26% |
$138K - $154K
|
25.6K
$7M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-594- 12.16% |
$138K - $155K
|
4.29K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-595- 3.53% |
$138K - $155K
|
16.3K
$4.45M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-596- 0.17% |
$139K - $155K
|
358K
$97.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-598- 1.33% |
$139K - $156K
|
44.4K
$12.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-604- 10.87% |
$141K - $157K
|
4.95K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-606- 3.07% |
$141K - $158K
|
19.1K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-608- 5.5% |
$142K - $158K
|
10.4K
$2.86M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-612- 5.21% |
$142K - $159K
|
11.1K
$3.05M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-613- 4.35% |
$143K - $159K
|
13.5K
$3.69M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-621- 7.29% |
$145K - $162K
|
7.9K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-625- 5.69% |
$145K - $163K
|
10.4K
$2.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-629- 1.5% |
$146K - $164K
|
41.2K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-632- 5.89% |
$147K - $164K
|
10.1K
$2.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-637- 33.3% |
$148K - $166K
|
1.28K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-637- 2.5% |
$148K - $166K
|
24.8K
$6.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-638- 4.46% |
$149K - $166K
|
13.7K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-642- 1.52% |
$149K - $167K
|
41.5K
$11.4M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-648- 16.23% |
$151K - $169K
|
3.35K
$915K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-649- 1.8% |
$151K - $169K
|
35.4K
$9.69M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-649- 5.24% |
$151K - $169K
|
11.7K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-650- 5.13% |
$151K - $169K
|
12K
$3.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-652- 16.14% |
$152K - $170K
|
3.39K
$927K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-653- 5.63% |
$152K - $170K
|
10.9K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-657- 3.08% |
$153K - $171K
|
20.7K
$5.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-666- 16.17% |
$155K - $173K
|
3.45K
$945K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-667- 3.23% |
$155K - $174K
|
20K
$5.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-676- 2.1% |
$157K - $176K
|
31.6K
$8.64M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-677- 4.99% |
$158K - $176K
|
12.9K
$3.53M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-678- 16.98% |
$158K - $176K
|
3.31K
$907K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-681- 21.74% |
$159K - $177K
|
2.45K
$671K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-681- 4.78% |
$159K - $177K
|
13.6K
$3.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-685- 3.53% |
$159K - $178K
|
18.7K
$5.12M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-692- 1.33% |
$161K - $180K
|
51.5K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-695- 1.81% |
$162K - $181K
|
37.6K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-695- 28.24% |
$162K - $181K
|
1.77K
$483K
|