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 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
528+ 4.42% |
$107K - $126K
|
12.5K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
526+ 9.31% |
$107K - $125K
|
6.17K
$1.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
522+ 6.12% |
$106K - $124K
|
9.05K
$2.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
522+ 15.04% |
$106K - $124K
|
3.99K
$1.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
522New |
$106K - $124K
|
522
$143K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
520+ 37.33% |
$106K - $124K
|
1.91K
$523K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
517+ 21.08% |
$105K - $123K
|
2.97K
$812K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
517New |
$105K - $123K
|
517
$141K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
513+ 0.32% |
$104K - $122K
|
162K
$44.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
508+ 3.68% |
$103K - $121K
|
14.3K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
503+ 14.02% |
$102K - $120K
|
4.09K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
503+ 3.66% |
$102K - $120K
|
14.2K
$3.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
502+ 27.06% |
$102K - $120K
|
2.36K
$644K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
502+ 3.15% |
$102K - $120K
|
16.5K
$4.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
502+ 0.84% |
$102K - $120K
|
60K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
497+ 2.13% |
$101K - $118K
|
23.8K
$6.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
496+ 0.94% |
$101K - $118K
|
53K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
495+ 2.0% |
$101K - $118K
|
25.3K
$6.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
494New |
$100K - $118K
|
494
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
492+ 23.98% |
$99.9K - $117K
|
2.54K
$696K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
492New |
$99.9K - $117K
|
492
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
490+ 19.91% |
$99.5K - $117K
|
2.95K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
490+ 37.98% |
$99.5K - $117K
|
1.78K
$487K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
489+ 1.29% |
$99.3K - $117K
|
38.4K
$10.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
489+ 5.49% |
$99.3K - $117K
|
9.39K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
484+ 3.46% |
$98.3K - $115K
|
14.5K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
483+ 5.02% |
$98.1K - $115K
|
10.1K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
480+ 2.51% |
$97.5K - $114K
|
19.6K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
479+ 5.51% |
$97.3K - $114K
|
9.17K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
475+ 20.2% |
$96.5K - $113K
|
2.83K
$773K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
473+ 15.43% |
$96.1K - $113K
|
3.54K
$967K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
472+ 1.51% |
$95.9K - $112K
|
31.7K
$8.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
471+ 29.31% |
$95.7K - $112K
|
2.08K
$568K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
469+ 30.75% |
$95.3K - $112K
|
1.99K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
465+ 4.54% |
$94.5K - $111K
|
10.7K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
463+ 46.21% |
$94K - $110K
|
1.47K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
454+ 6.66% |
$92.2K - $108K
|
7.27K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
444+ 1.2% |
$90.2K - $106K
|
37.3K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
444+ 3.28% |
$90.2K - $106K
|
14K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
438+ 18.84% |
$89K - $104K
|
2.76K
$755K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
435+ 2.54% |
$88.4K - $104K
|
17.6K
$4.8M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
435+ 2.54% |
$88.4K - $104K
|
17.6K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
432+ 1.86% |
$87.7K - $103K
|
23.6K
$6.46M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
423New |
$85.9K - $101K
|
423
$116K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
420+ 4.64% |
$85.3K - $100K
|
9.46K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
416+ 36.17% |
$84.5K - $99.1K
|
1.57K
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
415+ 3.63% |
$84.3K - $98.9K
|
11.8K
$3.24M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
414New |
$84.1K - $98.6K
|
414
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
413+ 4.82% |
$83.9K - $98.4K
|
8.98K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
411+ 1.29% |
$83.5K - $97.9K
|
32.2K
$8.82M
|