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
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
36+ 1.47% |
$7.31K - $8.58K
|
2.48K
$727K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
35+ 0.37% |
$7.11K - $8.34K
|
9.5K
$2.78M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
35+ 0.85% |
$7.11K - $8.34K
|
4.18K
$1.22M
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
34+ 6.05% |
$6.91K - $8.1K
|
596
$175K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
34+ 2.07% |
$6.91K - $8.1K
|
1.68K
$492K
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
34+ 0.22% |
$6.91K - $8.1K
|
15.7K
$4.61M
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
33+ 2.02% |
$6.7K - $7.86K
|
1.66K
$487K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
33New |
$6.7K - $7.86K
|
33
$9.67K
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
32+ 0.67% |
$6.5K - $7.62K
|
4.82K
$1.41M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
32New |
$6.5K - $7.62K
|
32
$9.38K
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
31+ 0.49% |
$6.3K - $7.39K
|
6.37K
$1.87M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$6.09K - $7.15K
|
3.04K
$890K
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
30+ 1.14% |
$6.09K - $7.15K
|
2.66K
$780K
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 1.47% |
$6.09K - $7.15K
|
2.07K
$607K
|
|
Feb 13, 2024
Q4 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
30+ 0.42% |
$6.09K - $7.15K
|
7.23K
$2.12M
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
30+ 1.67% |
$6.09K - $7.15K
|
1.82K
$534K
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
29+ 0.72% |
$5.89K - $6.91K
|
4.08K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.32% |
$5.89K - $6.91K
|
9.03K
$2.65M
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.91% |
$5.69K - $6.67K
|
3.1K
$909K
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
28+ 0.35% |
$5.69K - $6.67K
|
8.09K
$2.37M
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25+ 1.08% |
$5.08K - $5.96K
|
2.35K
$688K
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
25+ 1.41% |
$5.08K - $5.96K
|
1.8K
$528K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
25+ 2.51% |
$5.08K - $5.96K
|
1.02K
$299K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$5.08K - $5.96K
|
25
$7.33K
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
25+ 0.27% |
$5.08K - $5.96K
|
9.19K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
24+ 0.41% |
$4.87K - $5.72K
|
5.86K
$1.72M
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
23+ 1.5% |
$4.67K - $5.48K
|
1.56K
$456K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23+ 3.58% |
$4.67K - $5.48K
|
665
$195K
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.27% |
$4.47K - $5.24K
|
8.03K
$2.35M
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
22+ 0.0% |
$4.47K - $5.24K
|
497K
$146M
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
22+ 0.35% |
$4.47K - $5.24K
|
6.26K
$1.83M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22+ 0.6% |
$4.47K - $5.24K
|
3.68K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
22+ 0.98% |
$4.47K - $5.24K
|
2.26K
$662K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22New |
$4.47K - $5.24K
|
22
$6.45K
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
21+ 0.73% |
$4.27K - $5K
|
2.91K
$852K
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
21+ 1.43% |
$4.27K - $5K
|
1.49K
$436K
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
21+ 0.43% |
$4.27K - $5K
|
4.88K
$1.43M
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
20+ 0.56% |
$4.06K - $4.77K
|
3.6K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
20+ 0.46% |
$4.06K - $4.77K
|
4.4K
$1.29M
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
20+ 0.22% |
$4.06K - $4.77K
|
8.96K
$2.62M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20+ 0.13% |
$4.06K - $4.77K
|
15.4K
$4.52M
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.47% |
$3.86K - $4.53K
|
4.1K
$1.2M
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
19+ 0.23% |
$3.86K - $4.53K
|
8.31K
$2.43M
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
19+ 1.03% |
$3.86K - $4.53K
|
1.86K
$544K
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
19+ 1.53% |
$3.86K - $4.53K
|
1.26K
$370K
|
|
Feb 14, 2024
Q4 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
19+ 1.49% |
$3.86K - $4.53K
|
1.3K
$379K
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
19+ 0.35% |
$3.86K - $4.53K
|
5.51K
$1.61M
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
18+ 0.38% |
$3.66K - $4.29K
|
4.72K
$1.38M
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
18+ 0.43% |
$3.66K - $4.29K
|
4.17K
$1.22M
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18+ 0.21% |
$3.66K - $4.29K
|
8.52K
$2.5M
|