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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.23K+ 34.71% |
$655K - $769K
|
12.5K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.22K+ 38.91% |
$654K - $767K
|
11.5K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.2K+ 50.76% |
$651K - $763K
|
9.52K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.18K+ 37.45% |
$646K - $758K
|
11.7K
$3.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.17KNew |
$643K - $755K
|
3.17K
$890K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.14KNew |
$638K - $748K
|
3.14K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.14KNew |
$638K - $748K
|
3.14K
$883K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 8.53% |
$636K - $746K
|
39.8K
$11.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.1K+ 5.87% |
$630K - $739K
|
55.9K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.05K+ 2279.1% |
$620K - $728K
|
3.19K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.03K+ 40.29% |
$615K - $721K
|
10.5K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.01K+ 163.02% |
$612K - $717K
|
4.86K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.99KNew |
$608K - $713K
|
2.99K
$841K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.98K+ 106.43% |
$606K - $710K
|
5.78K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.98K+ 2.07% |
$605K - $710K
|
147K
$41.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.96K+ 13.07% |
$601K - $705K
|
25.6K
$7.2M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.95K+ 19.48% |
$600K - $704K
|
18.1K
$5.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.91K+ 1.07% |
$591K - $693K
|
275K
$77.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.89K+ 46.06% |
$587K - $689K
|
9.16K
$2.58M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.89K+ 6.31% |
$587K - $688K
|
48.6K
$13.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.89K+ 6.54% |
$587K - $688K
|
47.1K
$13.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.87K+ 1.86% |
$584K - $684K
|
157K
$44.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.87K+ 9.88% |
$583K - $684K
|
31.9K
$8.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.86K+ 1.86% |
$581K - $682K
|
157K
$44.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.86KNew |
$580K - $681K
|
2.86K
$803K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.85KNew |
$579K - $679K
|
2.85K
$802K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.84KNew |
$577K - $677K
|
2.84K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.84K+ 8.61% |
$576K - $676K
|
35.8K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
2.84K+ 3.17% |
$576K - $676K
|
92.3K
$25.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.82K+ 1.17% |
$573K - $673K
|
245K
$68.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.81KNew |
$570K - $669K
|
2.81K
$789K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.8KNew |
$569K - $667K
|
2.8K
$787K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.8K+ 49.23% |
$568K - $666K
|
8.48K
$2.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.78KNew |
$565K - $662K
|
2.78K
$782K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.78KNew |
$564K - $662K
|
2.78K
$781K
|
|
|
Mar 01, 2024
Q4 2023
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
2.78KNew |
$564K - $662K
|
2.78K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.77K+ 3.37% |
$563K - $660K
|
85K
$23.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.76K+ 66.36% |
$560K - $657K
|
6.91K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.71KNew |
$550K - $645K
|
2.71K
$761K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 9.25% |
$548K - $643K
|
31.9K
$8.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.7K+ 10.18% |
$547K - $642K
|
29.2K
$8.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.68K+ 0.97% |
$545K - $639K
|
280K
$78.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.68KNew |
$545K - $639K
|
2.68K
$754K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$544K - $638K
|
2.68K
$752K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.66K+ 40.64% |
$539K - $633K
|
9.19K
$2.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.63K+ 3.26% |
$533K - $625K
|
83.1K
$23.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.62KNew |
$533K - $625K
|
2.62K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2.62KNew |
$532K - $624K
|
2.62K
$737K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.62KNew |
$531K - $623K
|
2.62K
$736K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.61KNew |
$531K - $623K
|
2.61K
$735K
|