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 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.28K- 47.75% |
$298K - $333K
|
1.4K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.3K- 8.03% |
$302K - $338K
|
14.9K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.3K- 52.21% |
$303K - $338K
|
1.19K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.32K- 0.29% |
$307K - $343K
|
461K
$126M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.33K- 1.04% |
$309K - $345K
|
126K
$34.5M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 8.53% |
$311K - $348K
|
14.3K
$3.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 59.85% |
$316K - $353K
|
911
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 1.09% |
$322K - $360K
|
126K
$34.4M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.38K- 2.42% |
$322K - $360K
|
55.6K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.39K- 1.64% |
$322K - $360K
|
82.9K
$22.7M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.39K- 23.23% |
$323K - $361K
|
4.59K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.39K- 8.65% |
$324K - $362K
|
14.7K
$4.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.4K- 11.88% |
$326K - $364K
|
10.4K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.42K- 9.11% |
$331K - $370K
|
14.2K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.43K- 1.73% |
$332K - $371K
|
80.8K
$22.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.43K- 1.19% |
$334K - $373K
|
119K
$32.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.15% |
$334K - $373K
|
65.2K
$17.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.44K- 0.43% |
$336K - $375K
|
335K
$91.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1.45K- 3.33% |
$337K - $376K
|
42K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.48K- 2.49% |
$344K - $384K
|
57.8K
$15.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 2.15% |
$344K - $385K
|
67.2K
$18.4M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.48K- 28.03% |
$344K - $385K
|
3.8K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.48K- 0.68% |
$345K - $385K
|
216K
$59.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.49K- 3.33% |
$346K - $387K
|
43.2K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.49K- 16.27% |
$348K - $388K
|
7.68K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 46.23% |
$348K - $389K
|
1.74K
$476K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.5K- 6.1% |
$350K - $391K
|
23.1K
$6.33M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 7.93% |
$350K - $392K
|
17.5K
$4.78M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 3.38% |
$353K - $394K
|
43.4K
$11.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.52K- 1.43% |
$353K - $395K
|
105K
$28.7M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-1.52K- 1.28% |
$354K - $395K
|
117K
$32M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.56K- 7.34% |
$364K - $407K
|
19.8K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.57K- 0.54% |
$364K - $407K
|
287K
$78.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.57K- 2.09% |
$366K - $409K
|
73.6K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.63K- 1.29% |
$379K - $424K
|
125K
$34.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 1.79% |
$380K - $425K
|
89.5K
$24.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.66K- 10.68% |
$386K - $431K
|
13.9K
$3.79M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.68K- 36.31% |
$390K - $436K
|
2.94K
$804K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.69K- 2.82% |
$394K - $440K
|
58.4K
$16M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.7K- 12.83% |
$395K - $442K
|
11.5K
$3.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.74K- 29.33% |
$404K - $452K
|
4.18K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.75K- 6.34% |
$407K - $455K
|
25.8K
$7.07M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.75K- 47.5% |
$407K - $455K
|
1.93K
$529K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.8K- 10.11% |
$419K - $468K
|
16K
$4.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.81K- 2.77% |
$421K - $470K
|
63.4K
$17.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.81K- 3.95% |
$422K - $471K
|
44K
$12M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.86K- 0.9% |
$433K - $484K
|
205K
$56.1M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.89K- 3.19% |
$440K - $492K
|
57.4K
$15.7M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.91K- 50.07% |
$444K - $497K
|
1.9K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.93K- 9.26% |
$450K - $503K
|
18.9K
$5.18M
|