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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-203- 1.21% |
$41.2K - $48.4K
|
16.6K
$4.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-210- 11.96% |
$42.7K - $50K
|
1.55K
$458K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-210- 3.1% |
$42.7K - $50K
|
6.57K
$1.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-210- 1.55% |
$42.7K - $50K
|
13.3K
$3.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-210- 7.92% |
$42.7K - $50K
|
2.44K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-210- 2.82% |
$42.7K - $50K
|
7.23K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-212- 0.84% |
$43.1K - $50.5K
|
24.9K
$7.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-213- 1.55% |
$43.3K - $50.7K
|
13.5K
$4M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-216- 1.82% |
$43.9K - $51.5K
|
11.7K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-216- 4.35% |
$43.9K - $51.5K
|
4.74K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-220- 0.65% |
$44.7K - $52.4K
|
33.8K
$10M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-222- 3.54% |
$45.1K - $52.9K
|
6.04K
$1.79M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-222- 3.54% |
$45.1K - $52.9K
|
6.04K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-223- 1.18% |
$45.3K - $53.1K
|
18.7K
$5.54M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-224- 11.59% |
$45.5K - $53.4K
|
1.71K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-224- 22.81% |
$45.5K - $53.4K
|
758
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-226- 0.25% |
$45.9K - $53.8K
|
89.7K
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-226- 0.23% |
$45.9K - $53.8K
|
99K
$29.3M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-226- 0.53% |
$45.9K - $53.8K
|
42K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-227- 8.9% |
$46.1K - $54.1K
|
2.32K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-227- 18.93% |
$46.1K - $54.1K
|
972
$288K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-230- 20.0% |
$46.7K - $54.8K
|
920
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-231- 0.8% |
$46.9K - $55K
|
28.5K
$8.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-231- 8.94% |
$46.9K - $55K
|
2.35K
$698K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-232- 4.01% |
$47.1K - $55.3K
|
5.56K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-233- 5.14% |
$47.3K - $55.5K
|
4.3K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-235- 1.5% |
$47.7K - $56K
|
15.4K
$4.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-236- 2.05% |
$47.9K - $56.2K
|
11.3K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-243- 11.55% |
$49.4K - $57.9K
|
1.86K
$552K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-243- 3.58% |
$49.4K - $57.9K
|
6.55K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-245- 0.84% |
$49.8K - $58.4K
|
28.9K
$8.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-246- 5.03% |
$50K - $58.6K
|
4.65K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-247- 7.31% |
$50.2K - $58.8K
|
3.13K
$929K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-248- 10.27% |
$50.4K - $59.1K
|
2.17K
$642K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-249- 3.85% |
$50.6K - $59.3K
|
6.22K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-253- 0.94% |
$51.4K - $60.3K
|
26.6K
$7.89M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-258- 11.24% |
$52.4K - $61.5K
|
2.04K
$604K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-260- 2.11% |
$52.8K - $61.9K
|
12.1K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-261- 0.49% |
$53K - $62.2K
|
52.7K
$15.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-261- 4.81% |
$53K - $62.2K
|
5.17K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-264- 0.82% |
$53.6K - $62.9K
|
31.8K
$9.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 6.32% |
$54K - $63.4K
|
3.95K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-267- 5.27% |
$54.2K - $63.6K
|
4.8K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-267- 3.4% |
$54.2K - $63.6K
|
7.6K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-267- 5.92% |
$54.2K - $63.6K
|
4.24K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-270- 3.96% |
$54.8K - $64.3K
|
6.55K
$1.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 4.82% |
$55.9K - $65.5K
|
5.44K
$1.61M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-275- 7.41% |
$55.9K - $65.5K
|
3.44K
$1.02M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-277- 0.1% |
$56.3K - $66K
|
290K
$86M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-279- 4.55% |
$56.7K - $66.5K
|
5.86K
$1.74M
|