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 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.04K- 3.75% |
$254K - $279K
|
26.6K
$7.27M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.04K- 4.49% |
$255K - $280K
|
22.1K
$6.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.6% |
$256K - $281K
|
64.1K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.04K- 4.21% |
$256K - $281K
|
23.8K
$6.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.06K- 6.44% |
$259K - $284K
|
15.3K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 19.41% |
$262K - $288K
|
4.44K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.09K- 7.67% |
$268K - $295K
|
13.2K
$3.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.11K- 11.47% |
$271K - $298K
|
8.53K
$2.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.11K- 1.95% |
$272K - $298K
|
55.8K
$15.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.12K- 9.39% |
$275K - $302K
|
10.8K
$2.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.13K- 0.91% |
$277K - $304K
|
122K
$33.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.14K- 0.66% |
$279K - $307K
|
172K
$47M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.15K- 3.37% |
$282K - $309K
|
33K
$9.02M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-1.17K- 12.91% |
$286K - $314K
|
7.87K
$2.15M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.19K- 14.77% |
$292K - $321K
|
6.87K
$1.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 3.8% |
$292K - $321K
|
30.1K
$8.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 31.82% |
$295K - $324K
|
2.57K
$704K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-1.2K- 0.54% |
$295K - $324K
|
220K
$60.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 0.64% |
$297K - $327K
|
189K
$51.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.23K- 2.63% |
$301K - $331K
|
45.5K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.23K- 4.99% |
$302K - $332K
|
23.4K
$6.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.23K- 35.02% |
$303K - $332K
|
2.29K
$627K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-1.25K- 1.4% |
$306K - $336K
|
88.1K
$24.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.25K- 3.59% |
$306K - $336K
|
33.5K
$9.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 3.47% |
$311K - $342K
|
35.3K
$9.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.27K- 6.63% |
$311K - $342K
|
17.9K
$4.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.27K- 10.64% |
$312K - $343K
|
10.7K
$2.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.28K- 2.15% |
$313K - $344K
|
58.1K
$15.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 0.78% |
$316K - $347K
|
165K
$45.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.3K- 1.06% |
$319K - $350K
|
122K
$33.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.3K- 4.69% |
$319K - $350K
|
26.4K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.31K- 36.9% |
$320K - $352K
|
2.23K
$611K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.31K- 8.16% |
$321K - $353K
|
14.8K
$4.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.33K- 3.4% |
$325K - $357K
|
37.6K
$10.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.36K- 0.51% |
$332K - $365K
|
264K
$72.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.36K- 0.97% |
$334K - $366K
|
139K
$38.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-1.37K- 32.18% |
$336K - $370K
|
2.89K
$792K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.38K- 4.36% |
$339K - $373K
|
30.3K
$8.3M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.4KClosed |
$343K - $376K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 1.74% |
$347K - $381K
|
80.1K
$21.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.43K- 1.61% |
$349K - $384K
|
87K
$23.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.44K- 10.11% |
$352K - $387K
|
12.8K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.44K- 0.66% |
$352K - $387K
|
216K
$59.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.44K- 8.36% |
$352K - $387K
|
15.7K
$4.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.45K- 31.99% |
$356K - $391K
|
3.08K
$844K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.45K- 17.05% |
$356K - $391K
|
7.05K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.46K- 4.01% |
$359K - $394K
|
35.1K
$9.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.47K- 14.76% |
$360K - $395K
|
8.47K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.49K- 1.54% |
$365K - $401K
|
95.5K
$26.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.5K- 10.16% |
$367K - $403K
|
13.2K
$3.62M
|