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
|
Apexium Financial, LP
|
SELL
|
- |
-2.84K- 49.1% |
$661K - $739K
|
2.94K
$805K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.88K- 9.15% |
$670K - $749K
|
28.6K
$7.82M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.95K- 27.13% |
$687K - $768K
|
7.93K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.05K- 7.25% |
$709K - $793K
|
39K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.06K- 4.71% |
$712K - $796K
|
61.9K
$16.9M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.17K- 37.99% |
$737K - $824K
|
5.17K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.18K- 2.03% |
$740K - $828K
|
154K
$42M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.22K- 36.39% |
$748K - $836K
|
5.62K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 49.1% |
$752K - $841K
|
3.35K
$917K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.24K- 1.81% |
$755K - $843K
|
176K
$48.2M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.27K- 0.58% |
$762K - $851K
|
557K
$152M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.28K- 2.97% |
$764K - $854K
|
107K
$29.3M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.3K- 8.67% |
$768K - $858K
|
34.8K
$9.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 2.7% |
$768K - $859K
|
119K
$32.6M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.32K- 0.67% |
$772K - $863K
|
493K
$135M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.34K- 5.65% |
$776K - $868K
|
55.7K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.34K- 9.82% |
$778K - $870K
|
30.7K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.35K- 3.62% |
$780K - $871K
|
89.3K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.35K- 3.08% |
$781K - $873K
|
106K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3.4K- 3.68% |
$790K - $883K
|
88.9K
$24.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.43K- 0.65% |
$799K - $893K
|
528K
$145M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.44K- 69.41% |
$800K - $894K
|
1.51K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.52K- 18.87% |
$819K - $916K
|
15.1K
$4.14M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-3.53K- 5.36% |
$821K - $918K
|
62.3K
$17M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.53K- 2.53% |
$822K - $919K
|
136K
$37.2M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.55K- 5.37% |
$827K - $924K
|
62.6K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.62K- 20.5% |
$844K - $943K
|
14.1K
$3.85M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.65K- 3.18% |
$850K - $950K
|
111K
$30.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.69K- 21.94% |
$858K - $959K
|
13.1K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.74K- 64.44% |
$871K - $973K
|
2.06K
$565K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.81K- 1.5% |
$887K - $991K
|
250K
$68.3M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.86K- 31.11% |
$898K - $1M
|
8.55K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.89K- 1.54% |
$905K - $1.01M
|
248K
$67.9M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.99K- 51.02% |
$928K - $1.04M
|
3.83K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-3.99K- 3.83% |
$929K - $1.04M
|
100K
$27.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-4.02K- 5.8% |
$935K - $1.04M
|
65.2K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.05K- 1.98% |
$943K - $1.05M
|
201K
$54.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.08K- 11.41% |
$950K - $1.06M
|
31.7K
$8.68M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.12K- 11.19% |
$959K - $1.07M
|
32.7K
$8.95M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.13K- 11.06% |
$961K - $1.07M
|
33.2K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-4.14K- 7.85% |
$963K - $1.08M
|
48.6K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.17K- 4.34% |
$971K - $1.09M
|
92K
$25.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
SELL
|
- |
-4.23K- 0.91% |
$985K - $1.1M
|
462K
$127M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.25K- 9.8% |
$990K - $1.11M
|
39.1K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.32K- 1.77% |
$1M - $1.12M
|
240K
$65.7M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.34K- 19.3% |
$1.01M - $1.13M
|
18.1K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.39K- 9.11% |
$1.02M - $1.14M
|
43.8K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.52K- 5.81% |
$1.05M - $1.18M
|
73.3K
$20.1M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.59K- 1.57% |
$1.07M - $1.2M
|
288K
$78.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.73K- 59.95% |
$1.1M - $1.23M
|
3.16K
$864K
|