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
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-45- 0.33% |
$9.14K - $10.7K
|
13.6K
$3.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-46- 1.59% |
$9.34K - $11K
|
2.85K
$826K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-46- 0.67% |
$9.34K - $11K
|
6.79K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-46- 4.51% |
$9.34K - $11K
|
975
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-47- 1.42% |
$9.55K - $11.2K
|
3.26K
$946K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-47- 0.34% |
$9.55K - $11.2K
|
13.8K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-48- 4.73% |
$9.75K - $11.4K
|
966
$280K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50- 20.83% |
$10.2K - $11.9K
|
190
$55.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50- 1.56% |
$10.2K - $11.9K
|
3.16K
$916K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 1.15% |
$10.2K - $11.9K
|
4.28K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 53.76% |
$10.2K - $11.9K
|
43
$12.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 0.71% |
$10.2K - $11.9K
|
6.97K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.24% |
$10.2K - $11.9K
|
4K
$1.16M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-50- 3.83% |
$10.2K - $11.9K
|
1.26K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-51- 0.32% |
$10.4K - $12.2K
|
15.9K
$4.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-51- 0.44% |
$10.4K - $12.2K
|
11.6K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-51- 0.31% |
$10.4K - $12.2K
|
16.3K
$4.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-53- 0.91% |
$10.8K - $12.6K
|
5.77K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-53- 0.21% |
$10.8K - $12.6K
|
25.3K
$7.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-55- 0.4% |
$11.2K - $13.1K
|
13.6K
$3.96M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-56- 2.46% |
$11.4K - $13.3K
|
2.22K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-56- 0.51% |
$11.4K - $13.3K
|
10.8K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-56- 0.83% |
$11.4K - $13.3K
|
6.69K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-56- 3.15% |
$11.4K - $13.3K
|
1.72K
$498K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-57- 1.36% |
$11.6K - $13.6K
|
4.14K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-57- 2.25% |
$11.6K - $13.6K
|
2.48K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57- 0.1% |
$11.6K - $13.6K
|
57.2K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-58- 11.44% |
$11.8K - $13.8K
|
449
$130K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-58- 2.1% |
$11.8K - $13.8K
|
2.7K
$783K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-59- 4.07% |
$12K - $14.1K
|
1.39K
$403K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-60- 5.94% |
$12.2K - $14.3K
|
950
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-60- 0.42% |
$12.2K - $14.3K
|
14.2K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-60- 3.29% |
$12.2K - $14.3K
|
1.77K
$512K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-61- 0.31% |
$12.4K - $14.5K
|
19.9K
$5.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-62- 0.62% |
$12.6K - $14.8K
|
9.94K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-62- 0.72% |
$12.6K - $14.8K
|
8.61K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-63- 0.62% |
$12.8K - $15K
|
10.1K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-63- 21.0% |
$12.8K - $15K
|
237
$68.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-65- 1.14% |
$13.2K - $15.5K
|
5.63K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-65- 0.65% |
$13.2K - $15.5K
|
9.99K
$2.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-65- 18.16% |
$13.2K - $15.5K
|
293
$84.9K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-65- 18.16% |
$13.2K - $15.5K
|
293
$84.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-66- 3.66% |
$13.4K - $15.7K
|
1.74K
$504K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-66- 0.59% |
$13.4K - $15.7K
|
11.2K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-67- 2.22% |
$13.6K - $16K
|
2.95K
$855K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-69- 37.1% |
$14K - $16.4K
|
117
$33.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-69- 0.36% |
$14K - $16.4K
|
19K
$5.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-69- 1.86% |
$14K - $16.4K
|
3.64K
$1.06M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69- 14.02% |
$14K - $16.4K
|
423
$123K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-71- 1.7% |
$14.4K - $16.9K
|
4.12K
$1.19M
|