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 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
273+ 4.35% |
$55.5K - $65K
|
6.56K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
273+ 0.24% |
$55.5K - $65K
|
116K
$34.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
273+ 0.24% |
$55.5K - $65K
|
112K
$33.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
272+ 1.64% |
$55.2K - $64.8K
|
16.8K
$4.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
269+ 1.33% |
$54.6K - $64.1K
|
20.5K
$6.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
267+ 1.78% |
$54.2K - $63.6K
|
15.3K
$4.53M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
266+ 11.3% |
$54K - $63.4K
|
2.62K
$777K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
264+ 7.86% |
$53.6K - $62.9K
|
3.62K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
257+ 1.66% |
$52.2K - $61.2K
|
15.8K
$4.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
257+ 9.64% |
$52.2K - $61.2K
|
2.92K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
253+ 8.62% |
$51.4K - $60.3K
|
3.19K
$945K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
252+ 0.91% |
$51.2K - $60K
|
27.9K
$8.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
250+ 2.25% |
$50.8K - $59.6K
|
11.3K
$3.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
249+ 0.34% |
$50.6K - $59.3K
|
73.1K
$21.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
235+ 0.36% |
$47.7K - $56K
|
64.9K
$19.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
235+ 0.78% |
$47.7K - $56K
|
30.5K
$9.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
234+ 3.87% |
$47.5K - $55.8K
|
6.28K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
232+ 1.66% |
$47.1K - $55.3K
|
14.2K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
232+ 1.46% |
$47.1K - $55.3K
|
16.1K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
231+ 0.23% |
$46.9K - $55K
|
99.7K
$29.6M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
231+ 23.69% |
$46.9K - $55K
|
1.21K
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
230+ 11.73% |
$46.7K - $54.8K
|
2.19K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
225+ 3.68% |
$45.7K - $53.6K
|
6.34K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
221+ 13.24% |
$44.9K - $52.7K
|
1.89K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
220+ 0.85% |
$44.7K - $52.4K
|
26K
$7.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
219+ 10950.0% |
$44.5K - $52.2K
|
221
$65.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
215+ 15.79% |
$43.7K - $51.2K
|
1.58K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
215+ 0.61% |
$43.7K - $51.2K
|
35.7K
$10.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
212+ 9.11% |
$43.1K - $50.5K
|
2.54K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
212+ 0.72% |
$43.1K - $50.5K
|
29.7K
$8.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
210+ 6.03% |
$42.7K - $50K
|
3.7K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
206+ 3.78% |
$41.8K - $49.1K
|
5.65K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
204+ 1.94% |
$41.4K - $48.6K
|
10.7K
$3.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
204+ 20.77% |
$41.4K - $48.6K
|
1.19K
$352K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
203+ 8.09% |
$41.2K - $48.4K
|
2.71K
$804K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
202+ 0.15% |
$41K - $48.1K
|
133K
$39.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
200+ 13.4% |
$40.6K - $47.7K
|
1.69K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 28.41% |
$40.6K - $47.7K
|
904
$268K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
199+ 141.13% |
$40.4K - $47.4K
|
340
$101K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
198New |
$40.2K - $47.2K
|
198
$58.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 10.11% |
$40.2K - $47.2K
|
2.16K
$639K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
197+ 2.91% |
$40K - $46.9K
|
6.97K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 15.06% |
$39.6K - $46.5K
|
1.49K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
195New |
$39.6K - $46.5K
|
195
$57.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
189+ 9.08% |
$38.4K - $45K
|
2.27K
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
189+ 2.16% |
$38.4K - $45K
|
8.94K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
185+ 3.6% |
$37.6K - $44.1K
|
5.33K
$1.58M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$37.2K - $43.6K
|
183
$54.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
179+ 0.42% |
$36.4K - $42.6K
|
42.7K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
178+ 12.84% |
$36.2K - $42.4K
|
1.56K
$464K
|