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 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-980- 40.0% |
$228K - $255K
|
1.47K
$402K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-995- 1.62% |
$232K - $259K
|
60.3K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-995- 1.78% |
$232K - $259K
|
54.9K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-996- 2.72% |
$232K - $259K
|
35.6K
$9.74M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1K- 43.53% |
$233K - $261K
|
1.3K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1K- 13.48% |
$233K - $261K
|
6.44K
$1.76M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.01K- 4.28% |
$235K - $262K
|
22.6K
$6.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.01K- 10.62% |
$235K - $263K
|
8.5K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.01K- 6.47% |
$235K - $263K
|
14.6K
$4M
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.02K- 52.34% |
$237K - $265K
|
926
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.03K- 5.26% |
$239K - $267K
|
18.5K
$5.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.04K- 13.57% |
$243K - $271K
|
6.65K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 1.16% |
$244K - $272K
|
89.5K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.05K- 18.26% |
$244K - $272K
|
4.69K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 31.25% |
$248K - $277K
|
2.35K
$642K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.07K- 17.01% |
$249K - $278K
|
5.22K
$1.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1.07K- 6.36% |
$249K - $279K
|
15.8K
$4.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 51.38% |
$251K - $280K
|
1.02K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.08K- 45.26% |
$251K - $281K
|
1.31K
$357K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.08K- 3.28% |
$252K - $281K
|
31.9K
$8.74M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.11K- 0.52% |
$258K - $288K
|
212K
$57.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.11K- 0.56% |
$259K - $289K
|
199K
$54.5M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.12K- 0.62% |
$261K - $292K
|
179K
$48.9M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 27.52% |
$262K - $293K
|
2.97K
$811K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.14K- 59.54% |
$266K - $297K
|
776
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.15K- 2.87% |
$267K - $299K
|
38.8K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.15K- 48.42% |
$268K - $299K
|
1.23K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-1.15K- 0.29% |
$268K - $299K
|
393K
$108M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.16K- 35.77% |
$270K - $302K
|
2.08K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.16K- 2.0% |
$270K - $302K
|
56.9K
$15.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 27.37% |
$270K - $302K
|
3.08K
$844K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.16K- 4.55% |
$271K - $303K
|
24.4K
$6.69M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.16K- 3.39% |
$271K - $303K
|
33.1K
$9.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.17K- 3.61% |
$272K - $304K
|
31.2K
$8.55M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.17K- 24.2% |
$273K - $305K
|
3.67K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.18K- 70.2% |
$274K - $306K
|
500
$137K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.18K- 21.04% |
$275K - $308K
|
4.44K
$1.21M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.2K- 8.55% |
$278K - $311K
|
12.8K
$3.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.21K- 15.54% |
$282K - $316K
|
6.59K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.22K- 7.24% |
$283K - $316K
|
15.6K
$4.26M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.22K- 3.38% |
$283K - $317K
|
34.7K
$9.51M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.23K- 1.24% |
$287K - $320K
|
97.7K
$26.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25K- 2.95% |
$290K - $324K
|
40.9K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.25K- 3.76% |
$290K - $324K
|
31.9K
$8.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-1.26K- 5.02% |
$293K - $328K
|
23.8K
$6.53M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.27K- 15.39% |
$295K - $329K
|
6.96K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.27K- 10.82% |
$295K - $330K
|
10.4K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.27K- 0.47% |
$295K - $330K
|
271K
$74.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.27K- 3.94% |
$296K - $331K
|
31K
$8.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.28K- 1.04% |
$297K - $332K
|
122K
$33.4M
|