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 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-4.73K- 5.57% |
$1.1M - $1.23M
|
80.2K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.74K- 14.6% |
$1.1M - $1.23M
|
27.7K
$7.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-4.88K- 2.7% |
$1.14M - $1.27M
|
176K
$48.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.91K- 14.83% |
$1.14M - $1.28M
|
28.2K
$7.72M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.96K- 1.24% |
$1.15M - $1.29M
|
396K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.02K- 5.32% |
$1.17M - $1.31M
|
89.3K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.09K- 0.24% |
$1.18M - $1.32M
|
2.13M
$584M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.09K- 0.24% |
$1.18M - $1.32M
|
2.13M
$584M
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-5.14K- 1.57% |
$1.2M - $1.34M
|
322K
$88.1M
|
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-5.18K- 0.69% |
$1.21M - $1.35M
|
743K
$203M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.2K- 53.04% |
$1.21M - $1.35M
|
4.6K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.21K- 95.89% |
$1.21M - $1.35M
|
223
$61K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 53.58% |
$1.21M - $1.36M
|
4.52K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.23K- 3.75% |
$1.22M - $1.36M
|
134K
$36.8M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5.25K- 9.24% |
$1.22M - $1.37M
|
51.6K
$14.1M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5.26K- 3.06% |
$1.22M - $1.37M
|
167K
$45.6M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-5.27K- 8.69% |
$1.23M - $1.37M
|
55.4K
$15.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.29K- 21.76% |
$1.23M - $1.37M
|
19K
$5.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.29K- 5.46% |
$1.23M - $1.38M
|
91.7K
$25.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.32K- 45.59% |
$1.24M - $1.38M
|
6.35K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-5.36K- 6.56% |
$1.25M - $1.39M
|
76.3K
$20.9M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-5.37K- 60.26% |
$1.25M - $1.4M
|
3.54K
$969K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.41K- 35.16% |
$1.26M - $1.41M
|
9.98K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.47K- 15.01% |
$1.27M - $1.42M
|
31K
$8.47M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.72K- 86.74% |
$1.33M - $1.49M
|
874
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.76K- 0.67% |
$1.34M - $1.5M
|
849K
$232M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5.86K- 82.38% |
$1.36M - $1.52M
|
1.25K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.89K- 7.19% |
$1.37M - $1.53M
|
76K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.89K- 17.93% |
$1.37M - $1.53M
|
27K
$7.38M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 12.6% |
$1.38M - $1.54M
|
41K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.06K- 1.24% |
$1.41M - $1.58M
|
481K
$132M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.25K- 1.74% |
$1.45M - $1.62M
|
354K
$96.8M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.3K- 14.46% |
$1.47M - $1.64M
|
37.2K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.43K- 12.86% |
$1.5M - $1.67M
|
43.5K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-6.53K- 11.04% |
$1.52M - $1.7M
|
52.7K
$14.4M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-6.56K- 4.22% |
$1.53M - $1.71M
|
149K
$40.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.8K- 44.58% |
$1.58M - $1.77M
|
8.45K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-6.83K- 4.2% |
$1.59M - $1.78M
|
156K
$42.6M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-6.99K- 10.66% |
$1.63M - $1.82M
|
58.6K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-7.11K- 49.74% |
$1.65M - $1.85M
|
7.18K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.12K- 62.73% |
$1.66M - $1.85M
|
4.23K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-7.16K- 4.11% |
$1.67M - $1.86M
|
167K
$45.7M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.19K- 33.7% |
$1.67M - $1.87M
|
14.1K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.29K- 47.11% |
$1.7M - $1.9M
|
8.18K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.47K- 2.0% |
$1.74M - $1.94M
|
366K
$100M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.5K- 21.22% |
$1.75M - $1.95M
|
27.8K
$7.62M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-7.64K- 4.17% |
$1.78M - $1.99M
|
176K
$48M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.67K- 26.44% |
$1.78M - $1.99M
|
21.3K
$5.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.79K- 5.91% |
$1.81M - $2.03M
|
124K
$34M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.82K- 5.12% |
$1.82M - $2.04M
|
145K
$39.7M
|