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 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
675+ 649.04% |
$137K - $161K
|
779
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
671+ 17.48% |
$136K - $160K
|
4.51K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
671+ 2.14% |
$136K - $160K
|
32K
$9.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
667+ 20.31% |
$135K - $159K
|
3.95K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
660+ 5.56% |
$134K - $157K
|
12.5K
$3.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
653+ 2.54% |
$133K - $156K
|
26.3K
$7.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
642+ 47.07% |
$130K - $153K
|
2.01K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
640+ 4.7% |
$130K - $152K
|
14.2K
$4.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
639+ 17.59% |
$130K - $152K
|
4.27K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
639+ 8.32% |
$130K - $152K
|
8.32K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
638+ 1.38% |
$130K - $152K
|
47K
$13.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
638+ 6.16% |
$130K - $152K
|
11K
$3.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
629+ 1.24% |
$128K - $150K
|
51.3K
$15.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
625+ 37.54% |
$127K - $149K
|
2.29K
$679K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
624+ 0.52% |
$127K - $149K
|
121K
$35.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
619+ 12.54% |
$126K - $147K
|
5.56K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
615+ 3.25% |
$125K - $147K
|
19.6K
$5.8M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
615+ 1.66% |
$125K - $147K
|
37.8K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
610+ 15.71% |
$124K - $145K
|
4.49K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
606+ 3.89% |
$123K - $144K
|
16.2K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
594+ 1.9% |
$121K - $142K
|
31.8K
$9.43M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
591+ 5.8% |
$120K - $141K
|
10.8K
$3.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
590+ 21.93% |
$120K - $141K
|
3.28K
$973K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
585+ 11.94% |
$119K - $139K
|
5.48K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 1.4% |
$118K - $139K
|
42.2K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
582New |
$118K - $139K
|
582
$173K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
579+ 44.57% |
$118K - $138K
|
1.88K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
574+ 0.36% |
$117K - $137K
|
161K
$47.8M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
574+ 2.97% |
$117K - $137K
|
19.9K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
572+ 2.14% |
$116K - $136K
|
27.3K
$8.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
571+ 4.61% |
$116K - $136K
|
13K
$3.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
564+ 1.68% |
$115K - $134K
|
34K
$10.1M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
562New |
$114K - $134K
|
562
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
558+ 20.83% |
$113K - $133K
|
3.24K
$960K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
556+ 1.04% |
$113K - $132K
|
54.2K
$16.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
555+ 13.1% |
$113K - $132K
|
4.79K
$1.42M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
540+ 7.02% |
$110K - $129K
|
8.23K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
536+ 5.54% |
$109K - $128K
|
10.2K
$3.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
535+ 6.01% |
$109K - $127K
|
9.43K
$2.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
532+ 0.88% |
$108K - $127K
|
61.3K
$18.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
528+ 4.42% |
$107K - $126K
|
12.5K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
526+ 9.31% |
$107K - $125K
|
6.17K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
522+ 6.12% |
$106K - $124K
|
9.05K
$2.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
522+ 15.04% |
$106K - $124K
|
3.99K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
522New |
$106K - $124K
|
522
$155K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
520+ 37.33% |
$106K - $124K
|
1.91K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
517+ 21.08% |
$105K - $123K
|
2.97K
$881K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
517New |
$105K - $123K
|
517
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
513+ 0.32% |
$104K - $122K
|
162K
$47.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
508+ 3.68% |
$103K - $121K
|
14.3K
$4.24M
|