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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
204+ 1.94% |
$41.4K - $48.6K
|
10.7K
$3.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
204+ 20.77% |
$41.4K - $48.6K
|
1.19K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
203+ 8.09% |
$41.2K - $48.4K
|
2.71K
$786K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
202+ 0.15% |
$41K - $48.1K
|
133K
$38.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
200+ 13.4% |
$40.6K - $47.7K
|
1.69K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 28.41% |
$40.6K - $47.7K
|
904
$262K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
199+ 141.13% |
$40.4K - $47.4K
|
340
$98.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
198New |
$40.2K - $47.2K
|
198
$57.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
198+ 10.11% |
$40.2K - $47.2K
|
2.16K
$625K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
197+ 2.91% |
$40K - $46.9K
|
6.97K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 15.06% |
$39.6K - $46.5K
|
1.49K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
195New |
$39.6K - $46.5K
|
195
$56.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
189+ 9.08% |
$38.4K - $45K
|
2.27K
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
189+ 2.16% |
$38.4K - $45K
|
8.94K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
185+ 3.6% |
$37.6K - $44.1K
|
5.33K
$1.55M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$37.2K - $43.6K
|
183
$53K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
179+ 0.42% |
$36.4K - $42.6K
|
42.7K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
178+ 12.84% |
$36.2K - $42.4K
|
1.56K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
177+ 2.41% |
$36K - $42.2K
|
7.51K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
175+ 4.96% |
$35.5K - $41.7K
|
3.7K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
175+ 12.05% |
$35.5K - $41.7K
|
1.63K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
172+ 9.36% |
$34.9K - $41K
|
2.01K
$583K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
172+ 1.27% |
$34.9K - $41K
|
13.8K
$3.99M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
171+ 0.99% |
$34.7K - $40.7K
|
17.5K
$5.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
169+ 5.07% |
$34.3K - $40.3K
|
3.51K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
168+ 0.91% |
$34.1K - $40K
|
18.7K
$5.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
168+ 4.32% |
$34.1K - $40K
|
4.06K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
167+ 14.14% |
$33.9K - $39.8K
|
1.35K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
166+ 1.04% |
$33.7K - $39.5K
|
16.2K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
165+ 1.2% |
$33.5K - $39.3K
|
14K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
164+ 10.49% |
$33.3K - $39.1K
|
1.73K
$501K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
164+ 2.4% |
$33.3K - $39.1K
|
6.99K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
162+ 1.05% |
$32.9K - $38.6K
|
15.6K
$4.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
160+ 1.28% |
$32.5K - $38.1K
|
12.7K
$3.67M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
160+ 1.28% |
$32.5K - $38.1K
|
12.7K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
159+ 0.45% |
$32.3K - $37.9K
|
35.6K
$10.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158+ 0.11% |
$32.1K - $37.6K
|
140K
$40.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
156+ 1.38% |
$31.7K - $37.2K
|
11.5K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
156+ 1.27% |
$31.7K - $37.2K
|
12.4K
$3.6M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
156+ 2.97% |
$31.7K - $37.2K
|
5.4K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
155+ 10.16% |
$31.5K - $36.9K
|
1.68K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
155+ 0.95% |
$31.5K - $36.9K
|
16.4K
$4.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
154+ 0.92% |
$31.3K - $36.7K
|
17K
$4.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
153+ 6.62% |
$31.1K - $36.5K
|
2.46K
$714K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
153+ 0.57% |
$31.1K - $36.5K
|
27K
$7.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
150+ 1.77% |
$30.5K - $35.7K
|
8.62K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
150+ 12.16% |
$30.5K - $35.7K
|
1.38K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
150+ 7.05% |
$30.5K - $35.7K
|
2.28K
$660K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
145+ 0.32% |
$29.5K - $34.5K
|
44.9K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
144+ 3.36% |
$29.2K - $34.3K
|
4.43K
$1.28M
|