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 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-13- 0.67% |
$2.64K - $3.1K
|
1.94K
$574K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-14- 2.32% |
$2.84K - $3.34K
|
590
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-14- 0.02% |
$2.84K - $3.34K
|
74.9K
$22.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-14- 0.59% |
$2.84K - $3.34K
|
2.36K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-14- 0.51% |
$2.84K - $3.34K
|
2.73K
$810K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-14- 0.51% |
$2.84K - $3.34K
|
2.73K
$810K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-15- 0.76% |
$3.05K - $3.57K
|
1.96K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-15- 1.43% |
$3.05K - $3.57K
|
1.03K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 0.41% |
$3.25K - $3.81K
|
3.88K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-17- 0.47% |
$3.45K - $4.05K
|
3.59K
$1.06M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-17- 1.38% |
$3.45K - $4.05K
|
1.21K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18- 1.56% |
$3.66K - $4.29K
|
1.14K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-19- 0.71% |
$3.86K - $4.53K
|
2.67K
$790K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-19- 0.54% |
$3.86K - $4.53K
|
3.52K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-19- 1.81% |
$3.86K - $4.53K
|
1.03K
$305K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-20- 0.05% |
$4.06K - $4.77K
|
38.1K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 4.34% |
$4.06K - $4.77K
|
441
$131K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-20- 1.13% |
$4.06K - $4.77K
|
1.75K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-20- 0.3% |
$4.06K - $4.77K
|
6.66K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-20- 1.78% |
$4.06K - $4.77K
|
1.11K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 2.39% |
$4.06K - $4.77K
|
817
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21- 1.56% |
$4.27K - $5K
|
1.33K
$394K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-21- 1.88% |
$4.27K - $5K
|
1.1K
$326K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-21- 0.4% |
$4.27K - $5K
|
5.22K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-23- 0.21% |
$4.67K - $5.48K
|
10.7K
$3.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-23- 1.12% |
$4.67K - $5.48K
|
2.02K
$600K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-24- 1.97% |
$4.87K - $5.72K
|
1.19K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-24- 0.16% |
$4.87K - $5.72K
|
14.8K
$4.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-24- 1.83% |
$4.87K - $5.72K
|
1.29K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 2.52% |
$4.87K - $5.72K
|
929
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-25- 6.94% |
$5.08K - $5.96K
|
335
$99.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-25- 1.44% |
$5.08K - $5.96K
|
1.71K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.61% |
$5.08K - $5.96K
|
4.06K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-25- 0.62% |
$5.08K - $5.96K
|
4.04K
$1.2M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-25- 1.24% |
$5.08K - $5.96K
|
1.99K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-26- 1.62% |
$5.28K - $6.19K
|
1.58K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26- 0.74% |
$5.28K - $6.19K
|
3.51K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-27- 0.42% |
$5.48K - $6.43K
|
6.33K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-27- 0.24% |
$5.48K - $6.43K
|
11.2K
$3.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27- 1.18% |
$5.48K - $6.43K
|
2.26K
$669K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-28- 0.74% |
$5.69K - $6.67K
|
3.75K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-28- 1.44% |
$5.69K - $6.67K
|
1.92K
$569K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-29- 1.96% |
$5.89K - $6.91K
|
1.45K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-29- 0.03% |
$5.89K - $6.91K
|
104K
$30.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-30- 2.52% |
$6.09K - $7.15K
|
1.16K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-30- 2.06% |
$6.09K - $7.15K
|
1.43K
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-30- 3.04% |
$6.09K - $7.15K
|
957
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-30- 1.51% |
$6.09K - $7.15K
|
1.96K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-30- 0.27% |
$6.09K - $7.15K
|
11.3K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-31- 0.15% |
$6.3K - $7.39K
|
21.3K
$6.32M
|