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
|
Hamilton Wealth, LLC
|
SELL
|
- |
-31- 0.69% |
$6.3K - $7.39K
|
4.49K
$1.33M
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-32- 96.97% |
$6.5K - $7.62K
|
1
$297
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-32- 1.28% |
$6.5K - $7.62K
|
2.47K
$732K
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-33- 0.84% |
$6.7K - $7.86K
|
3.91K
$1.16M
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-33- 2.48% |
$6.7K - $7.86K
|
1.3K
$385K
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-33- 1.7% |
$6.7K - $7.86K
|
1.91K
$566K
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-34- 0.17% |
$6.91K - $8.1K
|
20.5K
$6.09M
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
SELL
|
- |
-35- 0.81% |
$7.11K - $8.34K
|
4.28K
$1.27M
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-35- 0.44% |
$7.11K - $8.34K
|
7.87K
$2.33M
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-35- 0.4% |
$7.11K - $8.34K
|
8.61K
$2.55M
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-36- 3.67% |
$7.31K - $8.58K
|
946
$280K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-37- 1.99% |
$7.52K - $8.82K
|
1.82K
$541K
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-37- 2.37% |
$7.52K - $8.82K
|
1.52K
$452K
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-37- 1.38% |
$7.52K - $8.82K
|
2.65K
$785K
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-38- 2.6% |
$7.72K - $9.05K
|
1.42K
$422K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-39- 0.6% |
$7.92K - $9.29K
|
6.45K
$1.91M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-40- 1.07% |
$8.12K - $9.53K
|
3.7K
$1.1M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-40- 0.3% |
$8.12K - $9.53K
|
13.4K
$3.96M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-42- 0.88% |
$8.53K - $10K
|
4.71K
$1.4M
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-42- 3.6% |
$8.53K - $10K
|
1.13K
$334K
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-43- 3.93% |
$8.73K - $10.2K
|
1.05K
$312K
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-43- 1.63% |
$8.73K - $10.2K
|
2.59K
$769K
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-43- 0.31% |
$8.73K - $10.2K
|
13.7K
$4.07M
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-43- 3.78% |
$8.73K - $10.2K
|
1.09K
$324K
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-43- 1.38% |
$8.73K - $10.2K
|
3.08K
$914K
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-44- 2.41% |
$8.94K - $10.5K
|
1.78K
$529K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-45- 2.45% |
$9.14K - $10.7K
|
1.79K
$531K
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-45- 0.17% |
$9.14K - $10.7K
|
26.5K
$7.87M
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-45- 1.81% |
$9.14K - $10.7K
|
2.44K
$724K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-45- 0.33% |
$9.14K - $10.7K
|
13.6K
$4.02M
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-46- 1.59% |
$9.34K - $11K
|
2.85K
$845K
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-46- 0.67% |
$9.34K - $11K
|
6.79K
$2.01M
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-46- 4.51% |
$9.34K - $11K
|
975
$289K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-47- 1.42% |
$9.55K - $11.2K
|
3.26K
$967K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-47- 0.34% |
$9.55K - $11.2K
|
13.8K
$4.11M
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-48- 4.73% |
$9.75K - $11.4K
|
966
$286K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50- 20.83% |
$10.2K - $11.9K
|
190
$56.3K
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50- 1.56% |
$10.2K - $11.9K
|
3.16K
$937K
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 1.15% |
$10.2K - $11.9K
|
4.28K
$1.27M
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 53.76% |
$10.2K - $11.9K
|
43
$12.7K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 0.71% |
$10.2K - $11.9K
|
6.97K
$2.07M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.24% |
$10.2K - $11.9K
|
4K
$1.18M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-50- 3.83% |
$10.2K - $11.9K
|
1.26K
$372K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-51- 0.32% |
$10.4K - $12.2K
|
15.9K
$4.71M
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-51- 0.44% |
$10.4K - $12.2K
|
11.6K
$3.44M
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-51- 0.31% |
$10.4K - $12.2K
|
16.3K
$4.84M
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-53- 0.91% |
$10.8K - $12.6K
|
5.77K
$1.71M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-53- 0.21% |
$10.8K - $12.6K
|
25.3K
$7.51M
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-55- 0.4% |
$11.2K - $13.1K
|
13.6K
$4.05M
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-56- 2.46% |
$11.4K - $13.3K
|
2.22K
$659K
|