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 24, 2024
Q1 2024
|
Lhm, Inc.
Sandy, UT |
SELL
|
- |
-78.2K- 17.58% |
$18.2M - $20.3M
|
367K
$100M
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
SELL
|
- |
-79.8K- 37.51% |
$18.6M - $20.8M
|
133K
$36.4M
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-82K- 19.49% |
$19.1M - $21.3M
|
339K
$92.7M
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-84.4K- 39.06% |
$19.6M - $22M
|
132K
$36M
|
|
May 15, 2024
Q1 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-90.5K- 9.37% |
$21.1M - $23.6M
|
876K
$240M
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-96.7K- 97.48% |
$22.5M - $25.2M
|
2.5K
$684K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 1.56% |
$24.2M - $27M
|
6.55M
$1.79B
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-107KClosed |
$25M - $27.9M
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-128K- 92.56% |
$29.8M - $33.3M
|
10.3K
$2.82M
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-159K- 6.26% |
$37M - $41.4M
|
2.38M
$653M
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-194K- 90.63% |
$45.1M - $50.4M
|
20K
$5.48M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-213K- 63.14% |
$49.6M - $55.4M
|
124K
$34M
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-218K- 95.77% |
$50.8M - $56.8M
|
9.63K
$2.64M
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-220K- 36.67% |
$51.2M - $57.2M
|
380K
$104M
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-230K- 83.58% |
$53.6M - $59.9M
|
45.2K
$12.4M
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-233K- 62.08% |
$54.3M - $60.7M
|
142K
$39M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-236K- 61.71% |
$54.9M - $61.4M
|
146K
$40.1M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-248K- 2.56% |
$57.7M - $64.5M
|
9.44M
$2.58B
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-279K- 2.25% |
$64.9M - $72.5M
|
12.1M
$3.31B
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-285K- 2.15% |
$66.3M - $74.1M
|
13M
$3.55B
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-296K- 67.55% |
$68.9M - $77M
|
142K
$38.9M
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-305K- 95.53% |
$71M - $79.4M
|
14.3K
$3.91M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-342K- 26.81% |
$79.5M - $88.9M
|
933K
$255M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-382K- 46.21% |
$88.8M - $99.2M
|
444K
$122M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-481K- 93.09% |
$112M - $125M
|
35.7K
$9.77M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-498K- 37.4% |
$116M - $130M
|
834K
$228M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-586K- 7.33% |
$136M - $152M
|
7.41M
$2.03B
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-616K- 43.26% |
$143M - $160M
|
808K
$221M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-642K- 2.17% |
$149M - $167M
|
28.9M
$7.91B
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-725K- 3.82% |
$169M - $189M
|
18.2M
$4.99B
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-863K- 19.42% |
$201M - $225M
|
3.58M
$980M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-906K- 32.47% |
$211M - $236M
|
1.88M
$515M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.53M- 10.92% |
$357M - $399M
|
12.5M
$3.42B
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.18M- 48.46% |
$741M - $828M
|
3.39M
$927M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.44M- 80.66% |
$1.03B - $1.16B
|
1.07M
$292M
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-6.79M- 98.02% |
$1.58B - $1.77B
|
137K
$37.6M
|