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
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-133- 2.49% |
$27K - $31.7K
|
5.21K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-133- 0.78% |
$27K - $31.7K
|
17K
$5.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-135- 1.99% |
$27.4K - $32.2K
|
6.64K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-136- 0.65% |
$27.6K - $32.4K
|
20.9K
$6.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-137- 1.55% |
$27.8K - $32.6K
|
8.69K
$2.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-138- 2.89% |
$28K - $32.9K
|
4.63K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-140- 7.33% |
$28.4K - $33.4K
|
1.77K
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-141- 8.35% |
$28.6K - $33.6K
|
1.55K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-143- 0.54% |
$29K - $34.1K
|
26.5K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-143- 20.43% |
$29K - $34.1K
|
557
$165K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-143- 12.52% |
$29K - $34.1K
|
999
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-144- 9.9% |
$29.2K - $34.3K
|
1.31K
$388K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-148- 2.6% |
$30.1K - $35.3K
|
5.54K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-152- 11.51% |
$30.9K - $36.2K
|
1.17K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-153- 11.4% |
$31.1K - $36.5K
|
1.19K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-153- 2.87% |
$31.1K - $36.5K
|
5.19K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-156- 10.43% |
$31.7K - $37.2K
|
1.34K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-159- 3.07% |
$32.3K - $37.9K
|
5.02K
$1.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-160- 7.7% |
$32.5K - $38.1K
|
1.92K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-163- 3.56% |
$33.1K - $38.8K
|
4.42K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-164- 2.52% |
$33.3K - $39.1K
|
6.34K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 3.12% |
$33.7K - $39.5K
|
5.16K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-169- 0.8% |
$34.3K - $40.3K
|
20.9K
$6.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-170- 4.2% |
$34.5K - $40.5K
|
3.88K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-176- 9.26% |
$35.7K - $41.9K
|
1.72K
$511K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-177- 4.56% |
$36K - $42.2K
|
3.7K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-178- 3.32% |
$36.2K - $42.4K
|
5.19K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-178- 4.14% |
$36.2K - $42.4K
|
4.12K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-179- 7.48% |
$36.4K - $42.6K
|
2.22K
$657K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-181- 1.64% |
$36.8K - $43.1K
|
10.9K
$3.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-185- 1.18% |
$37.6K - $44.1K
|
15.4K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-188- 9.71% |
$38.2K - $44.8K
|
1.75K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-188- 2.68% |
$38.2K - $44.8K
|
6.84K
$2.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-190- 1.06% |
$38.6K - $45.3K
|
17.8K
$5.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-190- 1.54% |
$38.6K - $45.3K
|
12.1K
$3.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-192- 9.66% |
$39K - $45.7K
|
1.8K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-192- 9.27% |
$39K - $45.7K
|
1.88K
$557K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-192- 1.56% |
$39K - $45.7K
|
12.1K
$3.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-193- 0.3% |
$39.2K - $46K
|
63.2K
$18.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-193- 4.01% |
$39.2K - $46K
|
4.62K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-195- 6.58% |
$39.6K - $46.5K
|
2.77K
$821K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-196- 18.05% |
$39.8K - $46.7K
|
890
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-196- 5.9% |
$39.8K - $46.7K
|
3.13K
$927K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-197- 1.81% |
$40K - $46.9K
|
10.7K
$3.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-197- 3.86% |
$40K - $46.9K
|
4.9K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-197- 12.9% |
$40K - $46.9K
|
1.33K
$394K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-199- 2.35% |
$40.4K - $47.4K
|
8.29K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-199- 4.29% |
$40.4K - $47.4K
|
4.44K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-199- 0.38% |
$40.4K - $47.4K
|
52.7K
$15.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-201- 4.52% |
$40.8K - $47.9K
|
4.24K
$1.26M
|