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 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7+ 0.2% |
$1.42K - $1.67K
|
3.48K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7+ 0.08% |
$1.42K - $1.67K
|
8.95K
$2.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.35% |
$1.22K - $1.43K
|
1.74K
$509K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6+ 0.23% |
$1.22K - $1.43K
|
2.6K
$762K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.24% |
$1.22K - $1.43K
|
2.52K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
6+ 0.08% |
$1.22K - $1.43K
|
7.14K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6+ 0.05% |
$1.22K - $1.43K
|
13.2K
$3.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
6+ 0.42% |
$1.22K - $1.43K
|
1.42K
$417K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$1.02K - $1.19K
|
5
$1.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$1.02K - $1.19K
|
7.81K
$2.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
5+ 0.5% |
$1.02K - $1.19K
|
1K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5+ 0.44% |
$1.02K - $1.19K
|
1.13K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5+ 0.3% |
$1.02K - $1.19K
|
1.7K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.43% |
$1.02K - $1.19K
|
1.16K
$341K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$812 - $953
|
1.1K
$323K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.31% |
$812 - $953
|
1.28K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.33% |
$812 - $953
|
1.21K
$354K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.32% |
$812 - $953
|
1.24K
$364K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.23% |
$812 - $953
|
1.71K
$500K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$812 - $953
|
4.47K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4+ 0.41% |
$812 - $953
|
977
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.42% |
$812 - $953
|
951
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
4+ 0.04% |
$812 - $953
|
10.3K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4+ 0.1% |
$812 - $953
|
4.05K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4+ 0.41% |
$812 - $953
|
968
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.07% |
$812 - $953
|
5.41K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4+ 0.21% |
$812 - $953
|
1.88K
$551K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4+ 0.41% |
$812 - $953
|
968
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.27% |
$609 - $715
|
1.1K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.23% |
$609 - $715
|
1.32K
$386K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3+ 0.03% |
$609 - $715
|
10.1K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$609 - $715
|
10.1K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
3+ 0.12% |
$609 - $715
|
2.41K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.21% |
$609 - $715
|
1.46K
$429K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.08% |
$406 - $477
|
2.54K
$744K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$406 - $477
|
1.13K
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$406 - $477
|
643
$188K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.56% |
$406 - $477
|
360
$105K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$406 - $477
|
5.01K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$406 - $477
|
968
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2+ 0.16% |
$406 - $477
|
1.22K
$356K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.07% |
$406 - $477
|
2.9K
$849K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$406 - $477
|
2.8K
$821K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2+ 0.07% |
$406 - $477
|
2.94K
$861K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.21% |
$406 - $477
|
947
$277K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.2% |
$406 - $477
|
986
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.38% |
$406 - $477
|
526
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$406 - $477
|
787
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.02% |
$406 - $477
|
10.8K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.04% |
$406 - $477
|
4.63K
$1.36M
|