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 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
870+ 4.37% |
$177K - $207K
|
20.8K
$6.08M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
870+ 6.22% |
$177K - $207K
|
14.8K
$4.35M
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
868+ 3.76% |
$176K - $207K
|
23.9K
$7.01M
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
865New |
$176K - $206K
|
865
$253K
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
865New |
$176K - $206K
|
865
$253K
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
863New |
$175K - $206K
|
863
$253K
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
861New |
$175K - $205K
|
861
$252K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
861+ 3.25% |
$175K - $205K
|
27.3K
$8.01M
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
860New |
$175K - $205K
|
860
$252K
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
856+ 3.92% |
$174K - $204K
|
22.7K
$6.64M
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
855New |
$174K - $204K
|
855
$251K
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
854New |
$173K - $203K
|
854
$250K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
853+ 5.41% |
$173K - $203K
|
16.6K
$4.87M
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
850New |
$173K - $203K
|
850
$249K
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
850New |
$173K - $203K
|
850
$249K
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
847New |
$172K - $202K
|
847
$248K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
846New |
$172K - $202K
|
846
$248K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
838+ 17.55% |
$170K - $200K
|
5.61K
$1.64M
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
834+ 58.08% |
$169K - $199K
|
2.27K
$665K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
830+ 11.83% |
$169K - $198K
|
7.85K
$2.3M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
824+ 6.81% |
$167K - $196K
|
12.9K
$3.79M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
810+ 9.31% |
$165K - $193K
|
9.51K
$2.79M
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
801+ 16.44% |
$163K - $191K
|
5.67K
$1.66M
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
800+ 2.11% |
$162K - $191K
|
38.8K
$11.4M
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
789+ 1.5% |
$160K - $188K
|
53.4K
$15.6M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
780+ 7.43% |
$158K - $186K
|
11.3K
$3.31M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
768+ 9.63% |
$156K - $183K
|
8.75K
$2.56M
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
763+ 1.83% |
$155K - $182K
|
42.5K
$12.5M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
760+ 0.34% |
$154K - $181K
|
225K
$65.8M
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
755+ 1.88% |
$153K - $180K
|
40.9K
$12M
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
750New |
$152K - $179K
|
750
$220K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
744New |
$151K - $177K
|
744
$218K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
743+ 6.75% |
$151K - $177K
|
11.8K
$3.44M
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
741+ 5.69% |
$151K - $177K
|
13.8K
$4.03M
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
736+ 4.86% |
$149K - $175K
|
15.9K
$4.65M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
732+ 8.83% |
$149K - $174K
|
9.02K
$2.64M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
730+ 2.76% |
$148K - $174K
|
27.2K
$7.97M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
725+ 7.99% |
$147K - $173K
|
9.8K
$2.87M
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
718+ 7.01% |
$146K - $171K
|
11K
$3.21M
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
715+ 25.62% |
$145K - $170K
|
3.51K
$1.03M
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
701+ 0.8% |
$142K - $167K
|
88.6K
$26M
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
699+ 0.38% |
$142K - $167K
|
184K
$53.8M
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
698+ 861.73% |
$142K - $166K
|
779
$228K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
698New |
$142K - $166K
|
698
$205K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
697+ 5.82% |
$142K - $166K
|
12.7K
$3.71M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
690+ 49.08% |
$140K - $164K
|
2.1K
$614K
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
683+ 0.19% |
$139K - $163K
|
359K
$105M
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
681+ 36.38% |
$138K - $162K
|
2.55K
$748K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
678+ 4.06% |
$138K - $162K
|
17.4K
$5.09M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
675+ 40.71% |
$137K - $161K
|
2.33K
$684K
|