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 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-700- 50.95% |
$163K - $182K
|
674
$184K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-700- 23.97% |
$163K - $182K
|
2.22K
$608K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-705- 0.21% |
$164K - $183K
|
337K
$92.3M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-705- 9.35% |
$164K - $183K
|
6.84K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-722- 1.29% |
$168K - $188K
|
55.1K
$15.1M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-722- 1.91% |
$168K - $188K
|
37K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-743- 12.59% |
$173K - $193K
|
5.16K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-751- 0.34% |
$175K - $195K
|
222K
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-761- 0.27% |
$177K - $198K
|
284K
$77.6M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-771- 10.68% |
$179K - $201K
|
6.45K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-775- 3.27% |
$180K - $202K
|
22.9K
$6.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-777- 2.21% |
$181K - $202K
|
34.4K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-779- 2.09% |
$181K - $203K
|
36.5K
$9.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-791- 11.36% |
$184K - $206K
|
6.18K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-793- 5.83% |
$185K - $206K
|
12.8K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-800- 0.42% |
$186K - $208K
|
191K
$52.3M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-807- 0.05% |
$188K - $210K
|
1.5M
$412M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-808- 3.89% |
$188K - $210K
|
20K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-815- 1.92% |
$190K - $212K
|
41.7K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-821- 2.63% |
$191K - $214K
|
30.4K
$8.32M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-826- 5.02% |
$192K - $215K
|
15.6K
$4.27M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-827- 3.14% |
$193K - $215K
|
25.5K
$6.98M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-830- 4.18% |
$193K - $216K
|
19K
$5.21M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-830- 2.11% |
$193K - $216K
|
38.5K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-832- 29.12% |
$194K - $216K
|
2.03K
$554K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-832- 26.1% |
$194K - $216K
|
2.36K
$645K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-840- 1.84% |
$196K - $219K
|
44.7K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-849- 2.67% |
$198K - $221K
|
30.9K
$8.47M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-849- 8.49% |
$198K - $221K
|
9.16K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-851- 8.64% |
$198K - $221K
|
8.99K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-854- 15.54% |
$199K - $222K
|
4.64K
$1.27M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-865- 22.91% |
$201K - $225K
|
2.91K
$797K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-878- 1.66% |
$204K - $228K
|
52.1K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-899- 0.29% |
$209K - $234K
|
310K
$84.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-901- 2.45% |
$210K - $234K
|
35.9K
$9.82M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-901- 15.88% |
$210K - $234K
|
4.77K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-912- 0.67% |
$212K - $237K
|
136K
$37.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-922- 28.03% |
$215K - $240K
|
2.37K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-929- 12.84% |
$216K - $242K
|
6.3K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-940- 6.6% |
$219K - $245K
|
13.3K
$3.64M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-941- 9.07% |
$219K - $245K
|
9.44K
$2.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-944- 1.82% |
$220K - $246K
|
50.9K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-948- 16.18% |
$221K - $247K
|
4.91K
$1.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-949- 0.68% |
$221K - $247K
|
138K
$37.7M
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-950- 2.86% |
$221K - $247K
|
32.3K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-954- 3.48% |
$222K - $248K
|
26.4K
$7.23M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-955- 14.25% |
$222K - $248K
|
5.75K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-962- 34.32% |
$224K - $250K
|
1.84K
$504K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-971- 8.53% |
$226K - $253K
|
10.4K
$2.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-976- 53.6% |
$227K - $254K
|
845
$231K
|