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 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
177+ 2.41% |
$36K - $42.2K
|
7.51K
$2.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
175+ 4.96% |
$35.5K - $41.7K
|
3.7K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
175+ 12.05% |
$35.5K - $41.7K
|
1.63K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
172+ 9.36% |
$34.9K - $41K
|
2.01K
$589K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
172+ 1.27% |
$34.9K - $41K
|
13.8K
$4.03M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
171+ 0.99% |
$34.7K - $40.7K
|
17.5K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
169+ 5.07% |
$34.3K - $40.3K
|
3.51K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
168+ 0.91% |
$34.1K - $40K
|
18.7K
$5.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
168+ 4.32% |
$34.1K - $40K
|
4.06K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
167+ 14.14% |
$33.9K - $39.8K
|
1.35K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
166+ 1.04% |
$33.7K - $39.5K
|
16.2K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
165+ 1.2% |
$33.5K - $39.3K
|
14K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
164+ 10.49% |
$33.3K - $39.1K
|
1.73K
$506K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
164+ 2.4% |
$33.3K - $39.1K
|
6.99K
$2.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
162+ 1.05% |
$32.9K - $38.6K
|
15.6K
$4.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
160+ 1.28% |
$32.5K - $38.1K
|
12.7K
$3.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
159+ 0.45% |
$32.3K - $37.9K
|
35.6K
$10.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.11% |
$32.1K - $37.6K
|
140K
$40.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
156+ 1.38% |
$31.7K - $37.2K
|
11.5K
$3.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
156+ 1.27% |
$31.7K - $37.2K
|
12.4K
$3.64M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
156+ 2.97% |
$31.7K - $37.2K
|
5.4K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
155+ 10.16% |
$31.5K - $36.9K
|
1.68K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
155+ 0.95% |
$31.5K - $36.9K
|
16.4K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
154+ 0.92% |
$31.3K - $36.7K
|
17K
$4.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
153+ 6.62% |
$31.1K - $36.5K
|
2.46K
$722K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
150+ 1.77% |
$30.5K - $35.7K
|
8.62K
$2.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
150+ 12.16% |
$30.5K - $35.7K
|
1.38K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
150+ 7.05% |
$30.5K - $35.7K
|
2.28K
$667K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
145+ 0.32% |
$29.5K - $34.5K
|
44.9K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
144+ 3.36% |
$29.2K - $34.3K
|
4.43K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
143+ 1.13% |
$29K - $34.1K
|
12.9K
$3.77M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
143+ 2.69% |
$29K - $34.1K
|
5.45K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
142+ 0.77% |
$28.8K - $33.8K
|
18.5K
$5.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
139+ 12.95% |
$28.2K - $33.1K
|
1.21K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
138+ 3.94% |
$28K - $32.9K
|
3.64K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
138+ 1.62% |
$28K - $32.9K
|
8.68K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
136+ 3.72% |
$27.6K - $32.4K
|
3.79K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
135+ 1.47% |
$27.4K - $32.2K
|
9.29K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
134+ 10.56% |
$27.2K - $31.9K
|
1.4K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
134+ 9.95% |
$27.2K - $31.9K
|
1.48K
$434K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
133+ 0.64% |
$27K - $31.7K
|
20.9K
$6.11M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
131+ 0.32% |
$26.6K - $31.2K
|
40.7K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
130+ 0.16% |
$26.4K - $31K
|
79.3K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
130+ 0.23% |
$26.4K - $31K
|
55.6K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
130+ 8.92% |
$26.4K - $31K
|
1.59K
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
129+ 8.88% |
$26.2K - $30.7K
|
1.58K
$463K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
129+ 0.39% |
$26.2K - $30.7K
|
33.1K
$9.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
128+ 1.58% |
$26K - $30.5K
|
8.25K
$2.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
128+ 5.67% |
$26K - $30.5K
|
2.39K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
128+ 3.9% |
$26K - $30.5K
|
3.41K
$998K
|