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
|
Pacific Financial Group Inc
|
BUY
|
- |
18+ 0.35% |
$3.66K - $4.29K
|
5.15K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
17+ 1.27% |
$3.45K - $4.05K
|
1.36K
$403K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
17+ 1.29% |
$3.45K - $4.05K
|
1.34K
$396K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.13% |
$3.25K - $3.81K
|
12.4K
$3.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
16+ 0.42% |
$3.25K - $3.81K
|
3.79K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
16+ 0.21% |
$3.25K - $3.81K
|
7.71K
$2.29M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
16+ 1.18% |
$3.25K - $3.81K
|
1.38K
$408K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
15+ 0.08% |
$3.05K - $3.57K
|
19.2K
$5.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
15+ 0.63% |
$3.05K - $3.57K
|
2.38K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 9.32% |
$3.05K - $3.57K
|
176
$52.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.31% |
$3.05K - $3.57K
|
4.88K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.42% |
$3.05K - $3.57K
|
3.57K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14+ 0.9% |
$2.84K - $3.34K
|
1.58K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
14+ 0.22% |
$2.84K - $3.34K
|
6.33K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13+ 0.31% |
$2.64K - $3.1K
|
4.2K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
13+ 0.4% |
$2.64K - $3.1K
|
3.26K
$967K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
13+ 0.45% |
$2.64K - $3.1K
|
2.93K
$869K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
13+ 1.01% |
$2.64K - $3.1K
|
1.3K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.4% |
$2.64K - $3.1K
|
3.23K
$959K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
13+ 0.77% |
$2.64K - $3.1K
|
1.7K
$503K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
13New |
$2.64K - $3.1K
|
13
$3.85K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12+ 0.5% |
$2.44K - $2.86K
|
2.41K
$716K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12+ 0.44% |
$2.44K - $2.86K
|
2.72K
$807K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.12% |
$2.44K - $2.86K
|
10.1K
$3M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
12+ 1.19% |
$2.44K - $2.86K
|
1.02K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$2.44K - $2.86K
|
6.74K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 1.23% |
$2.44K - $2.86K
|
990
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12+ 50.0% |
$2.44K - $2.86K
|
36
$10.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
11+ 0.24% |
$2.23K - $2.62K
|
4.65K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11+ 0.61% |
$2.23K - $2.62K
|
1.81K
$537K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
11+ 0.12% |
$2.23K - $2.62K
|
8.95K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 0.25% |
$2.23K - $2.62K
|
4.45K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.13% |
$2.03K - $2.38K
|
7.67K
$2.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
10+ 0.14% |
$2.03K - $2.38K
|
7.15K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.28% |
$2.03K - $2.38K
|
3.56K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.24% |
$2.03K - $2.38K
|
4.19K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.42% |
$2.03K - $2.38K
|
2.37K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.47% |
$2.03K - $2.38K
|
2.12K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$2.03K - $2.38K
|
31.5K
$9.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
9+ 0.29% |
$1.83K - $2.14K
|
3.16K
$936K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.09% |
$1.83K - $2.14K
|
9.95K
$2.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.83K - $2.14K
|
1.69K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.51% |
$1.83K - $2.14K
|
1.78K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9+ 0.2% |
$1.83K - $2.14K
|
4.62K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.11% |
$1.62K - $1.91K
|
7.33K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
8+ 0.59% |
$1.62K - $1.91K
|
1.36K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
8+ 0.45% |
$1.62K - $1.91K
|
1.8K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8New |
$1.62K - $1.91K
|
8
$2.37K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
7+ 0.61% |
$1.42K - $1.67K
|
1.16K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
7+ 0.31% |
$1.42K - $1.67K
|
2.29K
$680K
|