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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.94K- 13.27% |
$451K - $504K
|
12.7K
$3.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.95K- 6.75% |
$454K - $508K
|
27K
$7.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.96K- 15.32% |
$456K - $509K
|
10.8K
$2.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.97K- 30.09% |
$459K - $512K
|
4.58K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.98K- 7.44% |
$460K - $514K
|
24.6K
$6.72M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-2K- 5.88% |
$465K - $520K
|
32K
$8.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.02K- 21.97% |
$469K - $524K
|
7.16K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.04K- 2.39% |
$475K - $531K
|
83.5K
$22.9M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.07K- 32.37% |
$481K - $537K
|
4.31K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.08K- 14.53% |
$484K - $541K
|
12.2K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-2.09K- 27.18% |
$486K - $543K
|
5.59K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.09K- 35.33% |
$486K - $543K
|
3.82K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.09K- 4.46% |
$486K - $543K
|
44.7K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.11K- 10.88% |
$490K - $548K
|
17.3K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.14K- 69.16% |
$497K - $556K
|
953
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.14K- 2.85% |
$498K - $557K
|
72.9K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.14K- 0.62% |
$498K - $557K
|
341K
$93.2M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 4.12% |
$505K - $565K
|
50.5K
$13.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.18K- 1.25% |
$507K - $567K
|
173K
$47.3M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 1.37% |
$508K - $567K
|
157K
$42.8M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.19K- 22.61% |
$510K - $570K
|
7.51K
$2.05M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-2.23K- 7.03% |
$520K - $581K
|
29.5K
$8.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.26K- 0.23% |
$527K - $588K
|
963K
$264M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.26K- 0.46% |
$527K - $589K
|
489K
$134M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.28K- 10.0% |
$531K - $593K
|
20.5K
$5.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.35K- 19.12% |
$547K - $611K
|
9.94K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.35K- 11.2% |
$547K - $611K
|
18.6K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.36K- 52.6% |
$548K - $613K
|
2.12K
$581K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.38K- 20.7% |
$554K - $619K
|
9.11K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.39K- 2.29% |
$556K - $621K
|
102K
$27.9M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 1.6% |
$556K - $621K
|
147K
$40.1M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-2.4K- 2.5% |
$559K - $624K
|
93.7K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.47K- 12.0% |
$575K - $643K
|
18.1K
$4.96M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.47K- 16.58% |
$576K - $643K
|
12.4K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.48K- 10.25% |
$577K - $645K
|
21.7K
$5.94M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-2.5K- 3.49% |
$582K - $650K
|
69.1K
$18.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.56K- 26.88% |
$595K - $665K
|
6.95K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.56K- 17.13% |
$597K - $667K
|
12.4K
$3.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 3.09% |
$605K - $676K
|
81.5K
$22.3M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.65K- 41.58% |
$616K - $689K
|
3.72K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.68K- 0.33% |
$624K - $697K
|
816K
$223M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.68K- 9.88% |
$624K - $697K
|
24.4K
$6.69M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.72K- 1.5% |
$634K - $708K
|
179K
$48.9M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.72K- 4.13% |
$634K - $709K
|
63.2K
$17.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.75K- 1.7% |
$639K - $714K
|
159K
$43.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.76K- 22.45% |
$642K - $717K
|
9.52K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.77K- 9.38% |
$645K - $721K
|
26.8K
$7.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.81K- 11.72% |
$653K - $730K
|
21.1K
$5.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.82K- 11.78% |
$656K - $734K
|
21.1K
$5.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.83K- 9.65% |
$658K - $735K
|
26.5K
$7.24M
|