Purchases and Sales Made in Q3 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05K+ 27.29% |
$268K - $297K
|
4.9K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.05K+ 50.48% |
$267K - $297K
|
3.12K
$931K
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 15.71% |
$267K - $297K
|
7.71K
$2.3M
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.05KNew |
$267K - $296K
|
1.05K
$312K
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.04K+ 5.99% |
$266K - $296K
|
18.5K
$5.5M
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.03K+ 2.28% |
$264K - $293K
|
46.3K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 5.18% |
$262K - $290K
|
20.8K
$6.2M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.02K+ 3.38% |
$259K - $288K
|
31.1K
$9.27M
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.02KNew |
$259K - $288K
|
1.02K
$303K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.02KNew |
$259K - $287K
|
1.02K
$302K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.01K+ 2.84% |
$259K - $287K
|
36.7K
$11M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.01K+ 2.66% |
$258K - $287K
|
39.1K
$11.6M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.01K+ 0.81% |
$257K - $285K
|
126K
$37.4M
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
997New |
$254K - $282K
|
997
$297K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
996+ 2.27% |
$254K - $282K
|
44.8K
$13.4M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
995+ 1.21% |
$254K - $282K
|
83.4K
$24.9M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
984+ 7.27% |
$251K - $279K
|
14.5K
$4.33M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
984+ 8.13% |
$251K - $279K
|
13.1K
$3.9M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
978+ 1.41% |
$250K - $277K
|
70.2K
$20.9M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
973+ 32.86% |
$248K - $276K
|
3.93K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
971+ 3.96% |
$248K - $275K
|
25.5K
$7.59M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
967+ 12.49% |
$247K - $274K
|
8.71K
$2.6M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
964+ 32.6% |
$246K - $273K
|
3.92K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
964New |
$246K - $273K
|
964
$287K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
961+ 0.63% |
$245K - $272K
|
154K
$46M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
957+ 0.81% |
$244K - $271K
|
118K
$35.3M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
955+ 8.44% |
$244K - $270K
|
12.3K
$3.66M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
953+ 48.3% |
$243K - $270K
|
2.93K
$872K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
953+ 1.84% |
$243K - $270K
|
52.7K
$15.7M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
950+ 5.4% |
$242K - $269K
|
18.5K
$5.52M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
949New |
$242K - $269K
|
949
$283K
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
947+ 0.61% |
$242K - $268K
|
157K
$46.9M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
939+ 17.52% |
$240K - $266K
|
6.3K
$1.88M
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
937+ 12.29% |
$239K - $265K
|
8.56K
$2.55M
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
934+ 121.77% |
$238K - $265K
|
1.7K
$507K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
930+ 4.7% |
$237K - $263K
|
20.7K
$6.17M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
929New |
$237K - $263K
|
929
$277K
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
926New |
$236K - $262K
|
926
$276K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
917+ 1.87% |
$234K - $260K
|
49.9K
$14.9M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
916+ 6.55% |
$234K - $259K
|
14.9K
$4.44M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
910+ 6.16% |
$232K - $258K
|
15.7K
$4.67M
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
909+ 0.77% |
$232K - $257K
|
118K
$35.2M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
901New |
$230K - $255K
|
901
$268K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
897+ 44.36% |
$229K - $254K
|
2.92K
$870K
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
897+ 7.17% |
$229K - $254K
|
13.4K
$4M
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
895New |
$228K - $253K
|
895
$267K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
893New |
$228K - $253K
|
893
$266K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
885New |
$226K - $251K
|
885
$264K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
883New |
$225K - $250K
|
883
$263K
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
883New |
$225K - $250K
|
883
$263K
|