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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
403+ 0.26% |
$81.9K - $96K
|
153K
$46.1M
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
402+ 6.68% |
$81.7K - $95.8K
|
6.42K
$1.94M
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
392+ 0.94% |
$79.6K - $93.4K
|
42K
$12.7M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
392+ 1.41% |
$79.6K - $93.4K
|
28.3K
$8.54M
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
391+ 25.61% |
$79.4K - $93.2K
|
1.92K
$579K
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
389+ 0.33% |
$79K - $92.7K
|
119K
$35.8M
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
389+ 100.0% |
$79K - $92.7K
|
778
$235K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
384+ 8.35% |
$78K - $91.5K
|
4.99K
$1.5M
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
376+ 1.81% |
$76.4K - $89.6K
|
21.1K
$6.37M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
373+ 13.45% |
$75.8K - $88.9K
|
3.15K
$950K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
367New |
$74.5K - $87.4K
|
367
$111K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
367+ 4.55% |
$74.5K - $87.4K
|
8.44K
$2.55M
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
365+ 6.81% |
$74.1K - $87K
|
5.73K
$1.73M
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
364+ 4.91% |
$73.9K - $86.7K
|
7.78K
$2.35M
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
358+ 26.07% |
$72.7K - $85.3K
|
1.73K
$522K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
358+ 7.8% |
$72.7K - $85.3K
|
4.95K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
358+ 4.42% |
$72.7K - $85.3K
|
8.45K
$2.55M
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
355+ 9.94% |
$72.1K - $84.6K
|
3.93K
$1.18M
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
350New |
$71.1K - $83.4K
|
350
$106K
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
349+ 1.51% |
$70.9K - $83.1K
|
23.4K
$7.08M
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
347+ 10.22% |
$70.5K - $82.7K
|
3.74K
$1.13M
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
344+ 22.12% |
$69.9K - $82K
|
1.9K
$573K
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
343+ 0.9% |
$69.7K - $81.7K
|
38.4K
$11.6M
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
340+ 0.8% |
$69.1K - $81K
|
42.6K
$12.9M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
340+ 0.55% |
$69.1K - $81K
|
61.7K
$18.6M
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
339+ 25.28% |
$68.9K - $80.8K
|
1.68K
$507K
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
337+ 2.02% |
$68.5K - $80.3K
|
17.1K
$5.15M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
333+ 6.51% |
$67.6K - $79.3K
|
5.45K
$1.64M
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
333+ 5.74% |
$67.6K - $79.3K
|
6.13K
$1.85M
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
333+ 4.04% |
$67.6K - $79.3K
|
8.57K
$2.59M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
330+ 13.1% |
$67K - $78.6K
|
2.85K
$860K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
330+ 5.3% |
$67K - $78.6K
|
6.56K
$1.98M
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
328+ 8.83% |
$66.6K - $78.1K
|
4.04K
$1.22M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
328+ 9.23% |
$66.6K - $78.1K
|
3.88K
$1.17M
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
322+ 17.27% |
$65.4K - $76.7K
|
2.19K
$660K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
321+ 1.41% |
$65.2K - $76.5K
|
23K
$6.96M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
321+ 3.43% |
$65.2K - $76.5K
|
9.69K
$2.93M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
320+ 21.8% |
$65K - $76.2K
|
1.79K
$540K
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
320+ 1.95% |
$65K - $76.2K
|
16.7K
$5.04M
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
318+ 8.96% |
$64.6K - $75.8K
|
3.87K
$1.17M
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
318+ 0.42% |
$64.6K - $75.8K
|
76.2K
$23M
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
317+ 4.3% |
$64.4K - $75.5K
|
7.69K
$2.32M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
316+ 15.19% |
$64.2K - $75.3K
|
2.4K
$723K
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
311+ 4.53% |
$63.2K - $74.1K
|
7.18K
$2.17M
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
311+ 2.71% |
$63.2K - $74.1K
|
11.8K
$3.56M
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
309+ 0.11% |
$62.8K - $73.6K
|
277K
$83.7M
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
304+ 2.62% |
$61.7K - $72.4K
|
11.9K
$3.6M
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
303+ 2.87% |
$61.5K - $72.2K
|
10.9K
$3.28M
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
303+ 5.32% |
$61.5K - $72.2K
|
6K
$1.81M
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
301+ 10.72% |
$61.1K - $71.7K
|
3.11K
$938K
|