Purchases and Sales Made in Q4 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.02K+ 6.61% |
$816K - $957K
|
64.8K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.97K+ 103.36% |
$807K - $946K
|
7.81K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.96K+ 8.96% |
$804K - $943K
|
48.2K
$14.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.95K+ 5.0% |
$802K - $940K
|
82.9K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.93K+ 18.45% |
$798K - $936K
|
25.2K
$7.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.91K+ 3.66% |
$794K - $932K
|
111K
$32.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.9K+ 5.7% |
$792K - $929K
|
72.3K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.87K+ 26.77% |
$786K - $922K
|
18.3K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.87K+ 19.87% |
$786K - $922K
|
23.3K
$6.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.84K+ 6.5% |
$780K - $915K
|
62.9K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.82KNew |
$777K - $911K
|
3.82K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.82KNew |
$776K - $910K
|
3.82K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.8K+ 42.5% |
$771K - $904K
|
12.7K
$3.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 14.33% |
$760K - $892K
|
29.9K
$8.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.73K+ 7.92% |
$758K - $889K
|
50.8K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.73K+ 75.91% |
$758K - $889K
|
8.65K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.68KNew |
$748K - $878K
|
3.68K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.66K+ 5.45% |
$743K - $872K
|
70.7K
$21M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.65KNew |
$742K - $870K
|
3.65K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 3.7% |
$742K - $870K
|
102K
$30.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 4.28% |
$741K - $869K
|
88.8K
$26.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$740K - $868K
|
3.64K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.63KNew |
$737K - $865K
|
3.63K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.63K+ 4.08% |
$737K - $864K
|
92.6K
$27.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.62K+ 32.21% |
$734K - $861K
|
14.8K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.54K+ 0.64% |
$720K - $844K
|
560K
$166M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.52KNew |
$714K - $838K
|
3.52K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.51K+ 2.33% |
$713K - $836K
|
154K
$45.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.48K+ 33.12% |
$706K - $829K
|
14K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.47KNew |
$705K - $827K
|
3.47K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.46K+ 352.55% |
$703K - $825K
|
4.44K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.43KNew |
$697K - $817K
|
3.43K
$1.02M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.42KNew |
$694K - $814K
|
3.42K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.41KNew |
$693K - $813K
|
3.41K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3.41K+ 49.55% |
$692K - $811K
|
10.3K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.38K+ 201.67% |
$687K - $806K
|
5.06K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.35K+ 36.13% |
$681K - $798K
|
12.6K
$3.74M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.29KNew |
$668K - $784K
|
3.29K
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.28K+ 19.96% |
$665K - $781K
|
19.7K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3.27K+ 58.87% |
$665K - $780K
|
8.84K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.27K+ 3.72% |
$664K - $779K
|
91.1K
$27M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.27KNew |
$664K - $779K
|
3.27K
$969K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
3.27K+ 1.5% |
$664K - $778K
|
221K
$65.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.24KNew |
$658K - $772K
|
3.24K
$961K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.24K+ 17.06% |
$658K - $771K
|
22.2K
$6.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.23K+ 34.71% |
$655K - $769K
|
12.5K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.22K+ 38.91% |
$654K - $767K
|
11.5K
$3.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.2K+ 50.76% |
$651K - $763K
|
9.52K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.18K+ 37.45% |
$646K - $758K
|
11.7K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.17KNew |
$643K - $755K
|
3.17K
$939K
|