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
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-283- 18.69% |
$57.5K - $67.4K
|
1.23K
$365K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-283- 1.9% |
$57.5K - $67.4K
|
14.6K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-286- 8.46% |
$58.1K - $68.1K
|
3.1K
$918K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-287- 8.22% |
$58.3K - $68.4K
|
3.21K
$951K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-293- 2.11% |
$59.5K - $69.8K
|
13.6K
$4.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-294- 2.0% |
$59.7K - $70K
|
14.4K
$4.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-294- 2.94% |
$59.7K - $70K
|
9.7K
$2.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-295- 4.93% |
$59.9K - $70.3K
|
5.69K
$1.69M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-298- 2.3% |
$60.5K - $71K
|
12.7K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-301- 1.53% |
$61.1K - $71.7K
|
19.3K
$5.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-303- 1.68% |
$61.5K - $72.2K
|
17.8K
$5.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-306- 2.09% |
$62.2K - $72.9K
|
14.3K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-306- 12.45% |
$62.2K - $72.9K
|
2.15K
$638K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-308- 22.16% |
$62.6K - $73.4K
|
1.08K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-308- 75.31% |
$62.6K - $73.4K
|
101
$29.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-308- 2.08% |
$62.6K - $73.4K
|
14.5K
$4.29M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-317- 1.27% |
$64.4K - $75.5K
|
24.6K
$7.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-318- 46.15% |
$64.6K - $75.8K
|
371
$110K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-320- 6.41% |
$65K - $76.2K
|
4.67K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-320- 1.8% |
$65K - $76.2K
|
17.4K
$5.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-322- 0.78% |
$65.4K - $76.7K
|
40.8K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-325- 21.61% |
$66K - $77.4K
|
1.18K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-328- 0.26% |
$66.6K - $78.1K
|
127K
$37.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-329- 6.43% |
$66.8K - $78.4K
|
4.79K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-331- 7.85% |
$67.2K - $78.9K
|
3.88K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-334- 2.76% |
$67.8K - $79.6K
|
11.8K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-335- 5.75% |
$68K - $79.8K
|
5.49K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-338- 8.0% |
$68.7K - $80.5K
|
3.89K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-339- 15.35% |
$68.9K - $80.8K
|
1.87K
$554K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-349- 2.63% |
$70.9K - $83.1K
|
12.9K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-349- 15.52% |
$70.9K - $83.1K
|
1.9K
$563K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-350- 4.28% |
$71.1K - $83.4K
|
7.82K
$2.32M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-350- 12.89% |
$71.1K - $83.4K
|
2.37K
$701K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-352- 2.85% |
$71.5K - $83.9K
|
12K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-353- 9.73% |
$71.7K - $84.1K
|
3.27K
$971K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-358- 7.08% |
$72.7K - $85.3K
|
4.7K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-361- 1.27% |
$73.3K - $86K
|
28K
$8.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-362- 5.05% |
$73.5K - $86.2K
|
6.81K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-362- 0.96% |
$73.5K - $86.2K
|
37.5K
$11.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-363- 26.23% |
$73.7K - $86.5K
|
1.02K
$303K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-363- 20.18% |
$73.7K - $86.5K
|
1.44K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-368- 0.79% |
$74.7K - $87.7K
|
46.5K
$13.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-373- 1.26% |
$75.8K - $88.9K
|
29.3K
$8.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-379- 5.57% |
$77K - $90.3K
|
6.43K
$1.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-384- 20.21% |
$78K - $91.5K
|
1.52K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-385- 99.74% |
$78.2K - $91.7K
|
1
$297
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-391- 8.81% |
$79.4K - $93.2K
|
4.05K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-394- 7.5% |
$80K - $93.9K
|
4.86K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-395- 14.46% |
$80.2K - $94.1K
|
2.34K
$693K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-400- 1.25% |
$81.2K - $95.3K
|
31.7K
$9.39M
|