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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-595- 0.5% |
$152K - $169K
|
117K
$35M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-595- 0.29% |
$152K - $169K
|
208K
$61.9M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-598- 3.06% |
$153K - $169K
|
19K
$5.65M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-598- 31.03% |
$153K - $169K
|
1.33K
$396K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-598- 4.38% |
$153K - $169K
|
13.1K
$3.89M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-600- 1.57% |
$153K - $170K
|
37.7K
$11.2M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-602- 21.13% |
$154K - $170K
|
2.25K
$670K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-604- 44.18% |
$154K - $171K
|
763
$227K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-608- 79.89% |
$155K - $172K
|
153
$45.6K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-611- 8.96% |
$156K - $173K
|
6.21K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-613- 2.09% |
$156K - $174K
|
28.7K
$8.56M
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-619- 44.12% |
$158K - $175K
|
784
$234K
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-620- 1.04% |
$158K - $176K
|
59.1K
$17.6M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-621- 23.74% |
$158K - $176K
|
2K
$595K
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
SELL
|
- |
-629- 12.74% |
$161K - $178K
|
4.31K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-633- 0.18% |
$162K - $179K
|
354K
$106M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-654- 0.74% |
$167K - $185K
|
88.1K
$26.3M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-655- 4.65% |
$167K - $185K
|
13.4K
$4M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-656- 2.11% |
$167K - $186K
|
30.4K
$9.06M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-663- 3.29% |
$169K - $188K
|
19.5K
$5.81M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-670- 2.16% |
$171K - $190K
|
30.3K
$9.04M
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-671- 2.69% |
$171K - $190K
|
24.2K
$7.22M
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-675- 21.89% |
$172K - $191K
|
2.41K
$718K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-676- 3.13% |
$173K - $191K
|
21K
$6.24M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-677- 13.05% |
$173K - $192K
|
4.51K
$1.34M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-678- 0.66% |
$173K - $192K
|
102K
$30.4M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-680- 6.37% |
$174K - $193K
|
10K
$2.98M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-680- 1.16% |
$174K - $193K
|
58K
$17.3M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-681- 0.66% |
$174K - $193K
|
103K
$30.6M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-685- 2.13% |
$175K - $194K
|
31.5K
$9.4M
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-690- 1.26% |
$176K - $195K
|
54.2K
$16.2M
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-699- 9.78% |
$178K - $198K
|
6.45K
$1.92M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-700- 19.76% |
$179K - $198K
|
2.84K
$847K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-700- 4.9% |
$179K - $198K
|
13.6K
$4.05M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-714- 0.82% |
$182K - $202K
|
86.3K
$25.7M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-721- 24.12% |
$184K - $204K
|
2.27K
$676K
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-722- 16.98% |
$184K - $204K
|
3.53K
$1.05M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-725- 48.33% |
$185K - $205K
|
775
$231K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-727- 1.59% |
$186K - $206K
|
45K
$13.4M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-732- 1.44% |
$187K - $207K
|
49.9K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-735- 5.87% |
$188K - $208K
|
11.8K
$3.51M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-737- 1.33% |
$188K - $209K
|
54.5K
$16.2M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-738- 0.3% |
$188K - $209K
|
244K
$72.6M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-748- 2.49% |
$191K - $212K
|
29.3K
$8.74M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-749- 2.46% |
$191K - $212K
|
29.7K
$8.85M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-751- 3.77% |
$192K - $213K
|
19.2K
$5.71M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-755- 8.88% |
$193K - $214K
|
7.75K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-755- 5.1% |
$193K - $214K
|
14.1K
$4.19M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-765- 24.72% |
$195K - $217K
|
2.33K
$694K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-765- 2.85% |
$195K - $217K
|
26.1K
$7.77M
|