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
|
Cwm, LLC
|
BUY
|
- |
1.15K+ 0.91% |
$233K - $274K
|
128K
$35.9M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.15K+ 25.85% |
$233K - $273K
|
5.58K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.14K+ 17.9% |
$232K - $273K
|
7.54K
$2.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.14K+ 10.66% |
$232K - $272K
|
11.8K
$3.33M
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.14KNew |
$231K - $271K
|
1.14K
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.13K+ 24.94% |
$230K - $270K
|
5.68K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.13KNew |
$230K - $270K
|
1.13K
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.13KNew |
$230K - $270K
|
1.13K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.13KNew |
$230K - $269K
|
1.13K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.13K+ 43.16% |
$229K - $269K
|
3.74K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.12K+ 26.16% |
$227K - $267K
|
5.4K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.12K+ 36.18% |
$227K - $267K
|
4.21K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$227K - $266K
|
1.12K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.12KNew |
$227K - $266K
|
1.12K
$314K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$226K - $265K
|
1.11K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.11K+ 3.57% |
$226K - $265K
|
32.3K
$9.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1.11KNew |
$226K - $265K
|
1.11K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.11K+ 60.42% |
$226K - $265K
|
2.96K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.11K+ 3.42% |
$225K - $264K
|
33.6K
$9.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.1K+ 3558.06% |
$224K - $263K
|
1.13K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 7.97% |
$224K - $263K
|
14.9K
$4.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.1K+ 29.47% |
$224K - $263K
|
4.84K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.1K+ 8.53% |
$224K - $263K
|
14K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.1K+ 9.1% |
$223K - $262K
|
13.2K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.1KNew |
$223K - $261K
|
1.1K
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.1KNew |
$222K - $261K
|
1.1K
$308K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 9.06% |
$222K - $260K
|
13.2K
$3.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.09K+ 10.13% |
$221K - $259K
|
11.8K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.09KNew |
$221K - $259K
|
1.09K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
1.09K+ 66.2% |
$221K - $259K
|
2.73K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.09K+ 61.43% |
$221K - $259K
|
2.85K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.07KNew |
$218K - $255K
|
1.07K
$301K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.07KNew |
$217K - $254K
|
1.07K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.07K+ 71.48% |
$216K - $254K
|
2.56K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.06KNew |
$216K - $253K
|
1.06K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 10.08% |
$215K - $252K
|
11.5K
$3.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.05K+ 0.88% |
$213K - $250K
|
121K
$33.9M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.04KNew |
$212K - $248K
|
1.04K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.04KNew |
$211K - $248K
|
1.04K
$292K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.04KNew |
$211K - $248K
|
1.04K
$292K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.03KNew |
$209K - $245K
|
1.03K
$289K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.03K+ 2.94% |
$209K - $245K
|
36K
$10.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.03KNew |
$209K - $245K
|
1.03K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.01KNew |
$206K - $242K
|
1.01K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.01K+ 14.77% |
$206K - $242K
|
7.88K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
1.01K+ 42.13% |
$206K - $241K
|
3.41K
$960K
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
1.01KNew |
$205K - $241K
|
1.01K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.26% |
$204K - $240K
|
45.6K
$12.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1KNew |
$204K - $239K
|
1K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 20.37% |
$204K - $239K
|
5.93K
$1.67M
|