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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.05K+ 8.33% |
$257K - $283K
|
13.7K
$3.74M
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.41% |
$256K - $281K
|
75.1K
$20.6M
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.04K+ 0.89% |
$256K - $281K
|
118K
$32.3M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.04K+ 6.21% |
$256K - $281K
|
17.8K
$4.88M
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 2.05% |
$255K - $280K
|
51.6K
$14.1M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.02K+ 14.56% |
$251K - $276K
|
8.06K
$2.2M
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 97.61% |
$250K - $275K
|
2.07K
$566K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.02K+ 1.46% |
$249K - $274K
|
70.5K
$19.3M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1K+ 1.81% |
$246K - $270K
|
56.6K
$15.5M
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1K+ 103.4% |
$246K - $270K
|
1.97K
$540K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
997New |
$244K - $269K
|
997
$273K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
993+ 0.73% |
$244K - $268K
|
138K
$37.7M
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
990+ 9.53% |
$243K - $267K
|
11.4K
$3.12M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
975New |
$239K - $263K
|
975
$267K
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
972New |
$238K - $262K
|
972
$266K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
965+ 15.39% |
$237K - $260K
|
7.24K
$1.98M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
963New |
$236K - $259K
|
963
$264K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
963+ 10.63% |
$236K - $259K
|
10K
$2.74M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
962+ 1.07% |
$236K - $259K
|
90.6K
$24.8M
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
960+ 11.29% |
$235K - $259K
|
9.46K
$2.59M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
956+ 10.15% |
$234K - $258K
|
10.4K
$2.84M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
953+ 6.89% |
$234K - $257K
|
14.8K
$4.04M
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
951+ 9.02% |
$233K - $256K
|
11.5K
$3.15M
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
949+ 3.07% |
$233K - $256K
|
31.9K
$8.73M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
947New |
$232K - $255K
|
947
$259K
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
944New |
$231K - $254K
|
944
$258K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
942+ 12.8% |
$231K - $254K
|
8.3K
$2.27M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
942+ 3.22% |
$231K - $254K
|
30.2K
$8.26M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
928+ 1.77% |
$228K - $250K
|
53.4K
$14.6M
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
920New |
$226K - $248K
|
920
$252K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
918+ 8.42% |
$225K - $247K
|
11.8K
$3.23M
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
914+ 2.2% |
$224K - $246K
|
42.4K
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
913+ 12.86% |
$224K - $246K
|
8.01K
$2.19M
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
911New |
$223K - $245K
|
911
$249K
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
909New |
$223K - $245K
|
909
$249K
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
909+ 5.15% |
$223K - $245K
|
18.6K
$5.08M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
903+ 1.31% |
$221K - $243K
|
69.6K
$19.1M
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
903+ 1.72% |
$221K - $243K
|
53.5K
$14.6M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
900+ 1.64% |
$221K - $242K
|
55.8K
$15.3M
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
900+ 0.92% |
$221K - $242K
|
98.8K
$27M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
897+ 16.79% |
$220K - $242K
|
6.24K
$1.71M
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
891New |
$218K - $240K
|
891
$244K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
881+ 27.13% |
$216K - $237K
|
4.13K
$1.13M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
881+ 21.74% |
$216K - $237K
|
4.93K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
869+ 33.64% |
$213K - $234K
|
3.45K
$945K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
867+ 449.22% |
$213K - $234K
|
1.06K
$290K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
858New |
$210K - $231K
|
858
$235K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
852New |
$209K - $230K
|
852
$233K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
850+ 3.21% |
$208K - $229K
|
27.3K
$7.47M
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
849+ 15.46% |
$208K - $229K
|
6.34K
$1.74M
|