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 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
503+ 14.02% |
$102K - $120K
|
4.09K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
503+ 3.66% |
$102K - $120K
|
14.2K
$4.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
502+ 27.06% |
$102K - $120K
|
2.36K
$691K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
502+ 3.15% |
$102K - $120K
|
16.5K
$4.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
502+ 0.84% |
$102K - $120K
|
60K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
497+ 2.13% |
$101K - $118K
|
23.8K
$6.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
496+ 0.94% |
$101K - $118K
|
53K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
495+ 2.0% |
$101K - $118K
|
25.3K
$7.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
494New |
$100K - $118K
|
494
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
492+ 23.98% |
$99.9K - $117K
|
2.54K
$745K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
492New |
$99.9K - $117K
|
492
$144K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
490+ 19.91% |
$99.5K - $117K
|
2.95K
$865K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
490+ 37.98% |
$99.5K - $117K
|
1.78K
$522K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
489+ 1.29% |
$99.3K - $117K
|
38.4K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
489+ 5.49% |
$99.3K - $117K
|
9.39K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
484+ 3.46% |
$98.3K - $115K
|
14.5K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
483+ 5.02% |
$98.1K - $115K
|
10.1K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
480+ 2.51% |
$97.5K - $114K
|
19.6K
$5.74M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
479+ 5.51% |
$97.3K - $114K
|
9.17K
$2.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
475+ 20.2% |
$96.5K - $113K
|
2.83K
$828K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
473+ 15.43% |
$96.1K - $113K
|
3.54K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
472+ 1.51% |
$95.9K - $112K
|
31.7K
$9.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
471+ 29.31% |
$95.7K - $112K
|
2.08K
$609K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
469+ 30.75% |
$95.3K - $112K
|
1.99K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
465+ 4.54% |
$94.5K - $111K
|
10.7K
$3.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
463+ 46.21% |
$94K - $110K
|
1.47K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
454+ 6.66% |
$92.2K - $108K
|
7.27K
$2.13M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
444+ 1.2% |
$90.2K - $106K
|
37.3K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
444+ 3.28% |
$90.2K - $106K
|
14K
$4.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
438+ 18.84% |
$89K - $104K
|
2.76K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
435+ 2.54% |
$88.4K - $104K
|
17.6K
$5.14M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
435+ 2.54% |
$88.4K - $104K
|
17.6K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
432+ 1.86% |
$87.7K - $103K
|
23.6K
$6.92M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
423New |
$85.9K - $101K
|
423
$124K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
420+ 4.64% |
$85.3K - $100K
|
9.46K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
416+ 36.17% |
$84.5K - $99.1K
|
1.57K
$459K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
415+ 3.63% |
$84.3K - $98.9K
|
11.8K
$3.47M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
414New |
$84.1K - $98.6K
|
414
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
413+ 4.82% |
$83.9K - $98.4K
|
8.98K
$2.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
411+ 1.29% |
$83.5K - $97.9K
|
32.2K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
406New |
$82.5K - $96.7K
|
406
$119K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
403+ 0.26% |
$81.9K - $96K
|
153K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
403+ 0.26% |
$81.9K - $96K
|
153K
$44.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
402+ 6.68% |
$81.7K - $95.8K
|
6.42K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
392+ 0.94% |
$79.6K - $93.4K
|
42K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
392+ 1.41% |
$79.6K - $93.4K
|
28.3K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
389+ 0.33% |
$79K - $92.7K
|
119K
$34.8M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
389+ 100.0% |
$79K - $92.7K
|
778
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
384+ 8.35% |
$78K - $91.5K
|
4.99K
$1.46M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
376+ 1.81% |
$76.4K - $89.6K
|
21.1K
$6.19M
|