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 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.04% |
$203 - $238
|
2.43K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1- 0.01% |
$203 - $238
|
8.34K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.02% |
$203 - $238
|
5.57K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2- 0.19% |
$406 - $477
|
1.07K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2- 0.12% |
$406 - $477
|
1.73K
$513K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$406 - $477
|
13.8K
$4.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2- 0.08% |
$406 - $477
|
2.51K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2- 0.04% |
$406 - $477
|
5.4K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2- 0.09% |
$406 - $477
|
2.33K
$691K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2- 0.17% |
$406 - $477
|
1.19K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-2- 3.33% |
$406 - $477
|
58
$17.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3- 0.03% |
$609 - $715
|
9.96K
$2.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-3- 0.1% |
$609 - $715
|
3.14K
$931K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3- 0.02% |
$609 - $715
|
14.6K
$4.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$609 - $715
|
2.16K
$640K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-3- 0.2% |
$609 - $715
|
1.53K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-4- 0.14% |
$812 - $953
|
2.76K
$819K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4- 0.41% |
$812 - $953
|
966
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4- 0.38% |
$812 - $953
|
1.05K
$312K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4- 0.48% |
$812 - $953
|
827
$245K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5- 0.07% |
$1.02K - $1.19K
|
7.5K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5- 0.39% |
$1.02K - $1.19K
|
1.26K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5- 0.52% |
$1.02K - $1.19K
|
964
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5- 0.36% |
$1.02K - $1.19K
|
1.37K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5- 0.14% |
$1.02K - $1.19K
|
3.47K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5- 0.19% |
$1.02K - $1.19K
|
2.57K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5- 0.18% |
$1.02K - $1.19K
|
2.72K
$806K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-5- 0.29% |
$1.02K - $1.19K
|
1.72K
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6- 0.06% |
$1.22K - $1.43K
|
9.23K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-6- 0.14% |
$1.22K - $1.43K
|
4.3K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.44% |
$1.42K - $1.67K
|
1.59K
$471K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-8- 0.04% |
$1.62K - $1.91K
|
20.7K
$6.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.08% |
$1.62K - $1.91K
|
10.1K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-8- 0.75% |
$1.62K - $1.91K
|
1.05K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 1.23% |
$1.83K - $2.14K
|
724
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 90.0% |
$1.83K - $2.14K
|
1
$297
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-9- 0.17% |
$1.83K - $2.14K
|
5.16K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-10- 1.04% |
$2.03K - $2.38K
|
951
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10- 0.2% |
$2.03K - $2.38K
|
4.91K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-10- 0.28% |
$2.03K - $2.38K
|
3.61K
$1.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-11- 1.02% |
$2.23K - $2.62K
|
1.07K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-11- 0.06% |
$2.23K - $2.62K
|
18.4K
$5.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 0.14% |
$2.23K - $2.62K
|
7.96K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-11- 0.43% |
$2.23K - $2.62K
|
2.58K
$764K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-12- 0.08% |
$2.44K - $2.86K
|
14.2K
$4.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-12- 0.32% |
$2.44K - $2.86K
|
3.7K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12- 0.65% |
$2.44K - $2.86K
|
1.83K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12- 0.12% |
$2.44K - $2.86K
|
10.2K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-13- 0.88% |
$2.64K - $3.1K
|
1.47K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-13- 0.36% |
$2.64K - $3.1K
|
3.61K
$1.07M
|