Purchases and Sales Made in Q2 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.3K+ 16.03% |
$318K - $350K
|
9.4K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.29K+ 2.2% |
$316K - $347K
|
59.7K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.28K+ 7.92% |
$313K - $344K
|
17.4K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1.27K+ 16.6% |
$312K - $343K
|
8.94K
$2.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.27K+ 0.51% |
$312K - $342K
|
249K
$68.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.27K+ 44.66% |
$312K - $342K
|
4.12K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.27K+ 14.18% |
$311K - $342K
|
10.2K
$2.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.27K+ 5.69% |
$310K - $341K
|
23.5K
$6.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.26K+ 0.62% |
$310K - $340K
|
205K
$56.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 6.57% |
$307K - $337K
|
20.3K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.25K+ 0.95% |
$307K - $337K
|
133K
$36.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.25K+ 4.49% |
$306K - $336K
|
29.1K
$7.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.25K+ 10.15% |
$306K - $336K
|
13.5K
$3.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.24K+ 71.09% |
$305K - $335K
|
2.99K
$818K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 72.67% |
$304K - $334K
|
2.94K
$806K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.24KNew |
$303K - $333K
|
1.24K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.23K+ 9.67% |
$303K - $332K
|
14K
$3.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.23K+ 4.58% |
$302K - $331K
|
28.1K
$7.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.22K+ 1.26% |
$300K - $330K
|
98.6K
$27M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.22KNew |
$299K - $329K
|
1.22K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 6.48% |
$296K - $325K
|
19.8K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$296K - $325K
|
1.21K
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.2K+ 62.0% |
$294K - $323K
|
3.13K
$857K
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 1.14% |
$291K - $320K
|
105K
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.17K+ 72.14% |
$286K - $314K
|
2.78K
$761K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$282K - $310K
|
1.15K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.15K+ 1.02% |
$281K - $309K
|
113K
$31.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.14KNew |
$280K - $308K
|
1.14K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.14K+ 4.6% |
$280K - $307K
|
25.9K
$7.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$279K - $306K
|
1.14K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.13KNew |
$277K - $304K
|
1.13K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.13K+ 3.19% |
$276K - $304K
|
36.5K
$9.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.12K+ 7.83% |
$275K - $303K
|
15.5K
$4.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.12K+ 4.28% |
$275K - $302K
|
27.3K
$7.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.12KNew |
$275K - $302K
|
1.12K
$307K
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.12K+ 30.8% |
$275K - $302K
|
4.76K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.12KNew |
$275K - $302K
|
1.12K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.11K+ 2.2% |
$273K - $300K
|
51.6K
$14.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.11KNew |
$271K - $298K
|
1.11K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.1K+ 1.9% |
$269K - $295K
|
58.8K
$16.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.09K+ 0.8% |
$268K - $294K
|
137K
$37.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.09KNew |
$267K - $294K
|
1.09K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.09KNew |
$266K - $293K
|
1.09K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.08K+ 6.42% |
$265K - $291K
|
17.9K
$4.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.07K+ 15.52% |
$263K - $289K
|
7.99K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.07K+ 30.88% |
$262K - $288K
|
4.54K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
1.06K+ 0.44% |
$260K - $286K
|
243K
$66.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.06K+ 0.44% |
$260K - $286K
|
243K
$66.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.06K+ 8.92% |
$259K - $285K
|
12.9K
$3.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.05KNew |
$258K - $283K
|
1.05K
$288K
|