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 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
72+ 0.39% |
$14.6K - $17.2K
|
18.3K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 1.55% |
$14.6K - $17.2K
|
4.71K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
72+ 1.99% |
$14.6K - $17.2K
|
3.7K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 1.01% |
$14.2K - $16.7K
|
7.03K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
70+ 0.21% |
$14.2K - $16.7K
|
33K
$9.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
66+ 2.05% |
$13.4K - $15.7K
|
3.28K
$960K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
66New |
$13.4K - $15.7K
|
66
$19.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
65+ 0.18% |
$13.2K - $15.5K
|
36.1K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
65+ 3.48% |
$13.2K - $15.5K
|
1.94K
$567K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
64+ 4.62% |
$13K - $15.2K
|
1.45K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
63+ 26.58% |
$12.8K - $15K
|
300
$87.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
61+ 0.4% |
$12.4K - $14.5K
|
15.2K
$4.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
57+ 0.29% |
$11.6K - $13.6K
|
20K
$5.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
56+ 0.42% |
$11.4K - $13.3K
|
13.3K
$3.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
55+ 0.38% |
$11.2K - $13.1K
|
14.4K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
54+ 0.33% |
$11K - $12.9K
|
16.4K
$4.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
53+ 1.01% |
$10.8K - $12.6K
|
5.28K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
53+ 0.06% |
$10.8K - $12.6K
|
95.7K
$28M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52+ 0.85% |
$10.6K - $12.4K
|
6.17K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
52+ 0.06% |
$10.6K - $12.4K
|
92.4K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
52+ 3.16% |
$10.6K - $12.4K
|
1.7K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
52+ 0.97% |
$10.6K - $12.4K
|
5.4K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
51+ 1.17% |
$10.4K - $12.2K
|
4.4K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
50+ 0.87% |
$10.2K - $11.9K
|
5.81K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
50+ 3.0% |
$10.2K - $11.9K
|
1.72K
$504K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50+ 0.84% |
$10.2K - $11.9K
|
6.04K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
50+ 4.86% |
$10.2K - $11.9K
|
1.08K
$316K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
50New |
$10.2K - $11.9K
|
50
$14.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
49+ 2.01% |
$9.95K - $11.7K
|
2.49K
$729K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
48+ 0.31% |
$9.75K - $11.4K
|
15.7K
$4.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
46+ 3.66% |
$9.34K - $11K
|
1.3K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46+ 2.79% |
$9.34K - $11K
|
1.69K
$496K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
45+ 1.34% |
$9.14K - $10.7K
|
3.4K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
45+ 0.07% |
$9.14K - $10.7K
|
60.9K
$17.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
44+ 2.32% |
$8.94K - $10.5K
|
1.94K
$569K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
44+ 2.32% |
$8.94K - $10.5K
|
1.94K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
43+ 3.21% |
$8.73K - $10.2K
|
1.38K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
43+ 0.54% |
$8.73K - $10.2K
|
8.07K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42+ 0.72% |
$8.53K - $10K
|
5.86K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
41+ 2.55% |
$8.33K - $9.77K
|
1.65K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
41+ 0.66% |
$8.33K - $9.77K
|
6.21K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
40+ 2.99% |
$8.12K - $9.53K
|
1.38K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
39+ 1.78% |
$7.92K - $9.29K
|
2.23K
$654K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
39+ 2.75% |
$7.92K - $9.29K
|
1.46K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
39+ 1.82% |
$7.92K - $9.29K
|
2.18K
$638K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
39+ 0.22% |
$7.92K - $9.29K
|
18K
$5.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
38+ 0.67% |
$7.72K - $9.05K
|
5.7K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
37+ 1.14% |
$7.52K - $8.82K
|
3.29K
$963K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
36+ 1.08% |
$7.31K - $8.58K
|
3.38K
$989K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
36+ 0.61% |
$7.31K - $8.58K
|
5.9K
$1.73M
|