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 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.31K+ 30.14% |
$267K - $313K
|
5.67K
$1.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
1.31KNew |
$266K - $312K
|
1.31K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.31K+ 2.44% |
$265K - $311K
|
54.8K
$16.1M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$264K - $310K
|
1.3K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.3K+ 12.4% |
$264K - $310K
|
11.8K
$3.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.3KNew |
$264K - $310K
|
1.3K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.3K+ 1.09% |
$264K - $309K
|
121K
$35.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.3KNew |
$263K - $309K
|
1.3K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.29KNew |
$262K - $308K
|
1.29K
$378K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.29K+ 5.01% |
$262K - $307K
|
27K
$7.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.29KNew |
$262K - $307K
|
1.29K
$377K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.27K+ 6.01% |
$257K - $302K
|
22.3K
$6.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
1.26K+ 49.07% |
$257K - $301K
|
3.84K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.26KNew |
$257K - $301K
|
1.26K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.26K+ 13.14% |
$256K - $301K
|
10.9K
$3.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.26K+ 1.28% |
$256K - $300K
|
99.2K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.26K+ 0.37% |
$255K - $299K
|
343K
$100M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.26KNew |
$255K - $299K
|
1.26K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.25K+ 1.0% |
$254K - $298K
|
127K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.25K+ 101.13% |
$254K - $298K
|
2.49K
$730K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.25K+ 28.37% |
$254K - $298K
|
5.66K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 94.74% |
$252K - $296K
|
2.56K
$749K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 21.7% |
$249K - $293K
|
6.89K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.22K+ 4.19% |
$248K - $290K
|
30.3K
$8.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.22K+ 0.65% |
$247K - $290K
|
190K
$55.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.22KNew |
$247K - $290K
|
1.22K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.22K+ 20.32% |
$247K - $289K
|
7.2K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.21K+ 70.89% |
$246K - $289K
|
2.92K
$857K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.21K+ 11.78% |
$246K - $288K
|
11.5K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.21K+ 4.37% |
$246K - $288K
|
28.9K
$8.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$245K - $287K
|
1.2K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.2K+ 2.35% |
$244K - $286K
|
52.2K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.19K+ 53.66% |
$243K - $284K
|
3.42K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.19KNew |
$241K - $283K
|
1.19K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.19KNew |
$241K - $283K
|
1.19K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.18K+ 9.62% |
$240K - $282K
|
13.5K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.18K+ 19.66% |
$240K - $282K
|
7.19K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.17K+ 16.57% |
$238K - $279K
|
8.25K
$2.42M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.17K+ 1.0% |
$238K - $279K
|
119K
$34.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.17K+ 1.89% |
$237K - $278K
|
63K
$18.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.17KNew |
$237K - $278K
|
1.17K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.16KNew |
$235K - $276K
|
1.16K
$339K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.15K+ 0.91% |
$233K - $274K
|
128K
$37.4M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 25.85% |
$233K - $273K
|
5.58K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.14K+ 17.9% |
$232K - $273K
|
7.54K
$2.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.14K+ 10.66% |
$232K - $272K
|
11.8K
$3.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.13K+ 24.94% |
$230K - $270K
|
5.68K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.13KNew |
$230K - $270K
|
1.13K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.13KNew |
$230K - $270K
|
1.13K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.13KNew |
$230K - $269K
|
1.13K
$331K
|