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 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.53K- 11.34% |
$900K - $999K
|
27.6K
$8.22M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.54K- 1.55% |
$902K - $1M
|
225K
$67.1M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.54K- 1.92% |
$903K - $1M
|
181K
$54M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.54K- 12.21% |
$903K - $1M
|
25.5K
$7.59M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.56K- 18.84% |
$909K - $1.01M
|
15.3K
$4.57M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.74K- 40.89% |
$955K - $1.06M
|
5.41K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.76K- 11.31% |
$958K - $1.06M
|
29.4K
$8.77M
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.76K- 14.61% |
$960K - $1.07M
|
22K
$6.55M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.96K- 38.65% |
$1.01M - $1.12M
|
6.28K
$1.87M
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.97K- 25.18% |
$1.01M - $1.12M
|
11.8K
$3.52M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.03K- 25.0% |
$1.03M - $1.14M
|
12.1K
$3.61M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.04K- 7.68% |
$1.03M - $1.14M
|
48.6K
$14.5M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-4.08K- 3.0% |
$1.04M - $1.15M
|
132K
$39.3M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.22K- 1.86% |
$1.08M - $1.2M
|
223K
$66.4M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.27K- 11.35% |
$1.09M - $1.21M
|
33.4K
$9.94M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.36K- 5.77% |
$1.11M - $1.24M
|
71.3K
$21.2M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.37K- 3.08% |
$1.12M - $1.24M
|
138K
$41M
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.38K- 41.24% |
$1.12M - $1.24M
|
6.25K
$1.86M
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-4.44K- 2.87% |
$1.13M - $1.26M
|
150K
$44.8M
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.46K- 86.27% |
$1.14M - $1.26M
|
710
$212K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.47K- 4.03% |
$1.14M - $1.27M
|
107K
$31.8M
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.47K- 0.6% |
$1.14M - $1.27M
|
744K
$222M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.5K- 55.67% |
$1.15M - $1.27M
|
3.58K
$1.07M
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-4.54K- 2.59% |
$1.16M - $1.29M
|
171K
$51M
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-4.56K- 88.94% |
$1.16M - $1.29M
|
567
$169K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.63K- 1.3% |
$1.18M - $1.31M
|
351K
$105M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.63K- 12.43% |
$1.18M - $1.31M
|
32.6K
$9.71M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.68K- 0.77% |
$1.2M - $1.33M
|
605K
$180M
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-4.72K- 3.81% |
$1.2M - $1.34M
|
119K
$35.5M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.74K- 37.89% |
$1.21M - $1.34M
|
7.76K
$2.31M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.77K- 26.6% |
$1.22M - $1.35M
|
13.2K
$3.93M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.79K- 2.16% |
$1.22M - $1.36M
|
217K
$64.7M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.82K- 64.17% |
$1.23M - $1.37M
|
2.69K
$802K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.83K- 6.15% |
$1.23M - $1.37M
|
73.7K
$22M
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-4.88K- 9.12% |
$1.25M - $1.38M
|
48.6K
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.92K- 32.06% |
$1.25M - $1.39M
|
10.4K
$3.1M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.94K- 29.35% |
$1.26M - $1.4M
|
11.9K
$3.55M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.96K- 2.33% |
$1.27M - $1.41M
|
208K
$62.1M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.99K- 4.39% |
$1.27M - $1.41M
|
108K
$32.3M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.06K- 2.24% |
$1.29M - $1.43M
|
221K
$65.9M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.08K- 11.17% |
$1.3M - $1.44M
|
40.4K
$12M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.16K- 2.07% |
$1.32M - $1.46M
|
244K
$72.8M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.2K- 10.92% |
$1.33M - $1.47M
|
42.4K
$12.6M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.22K- 16.36% |
$1.33M - $1.48M
|
26.7K
$7.95M
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.26K- 6.48% |
$1.34M - $1.49M
|
75.9K
$22.6M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-5.37K- 26.17% |
$1.37M - $1.52M
|
15.1K
$4.51M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.41K- 25.12% |
$1.38M - $1.53M
|
16.1K
$4.8M
|
|
Oct 16, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-5.46K- 1.76% |
$1.39M - $1.55M
|
304K
$90.6M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5.69K- 45.99% |
$1.45M - $1.61M
|
6.68K
$1.99M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.71K- 12.57% |
$1.46M - $1.62M
|
39.8K
$11.8M
|