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 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-233- 5.14% |
$47.3K - $55.5K
|
4.3K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-235- 1.5% |
$47.7K - $56K
|
15.4K
$4.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-236- 2.05% |
$47.9K - $56.2K
|
11.3K
$3.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-243- 11.55% |
$49.4K - $57.9K
|
1.86K
$539K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-243- 3.58% |
$49.4K - $57.9K
|
6.55K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-245- 0.84% |
$49.8K - $58.4K
|
28.9K
$8.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-246- 5.03% |
$50K - $58.6K
|
4.65K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-247- 7.31% |
$50.2K - $58.8K
|
3.13K
$908K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-248- 10.27% |
$50.4K - $59.1K
|
2.17K
$628K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-249- 3.85% |
$50.6K - $59.3K
|
6.22K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-253- 0.94% |
$51.4K - $60.3K
|
26.6K
$7.71M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-258- 11.24% |
$52.4K - $61.5K
|
2.04K
$590K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-260- 2.11% |
$52.8K - $61.9K
|
12.1K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-261- 0.49% |
$53K - $62.2K
|
52.7K
$15.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-261- 4.81% |
$53K - $62.2K
|
5.17K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-264- 0.82% |
$53.6K - $62.9K
|
31.8K
$9.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 6.32% |
$54K - $63.4K
|
3.95K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-267- 5.27% |
$54.2K - $63.6K
|
4.8K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-267- 3.4% |
$54.2K - $63.6K
|
7.6K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-267- 5.92% |
$54.2K - $63.6K
|
4.24K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-270- 3.96% |
$54.8K - $64.3K
|
6.55K
$1.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 4.82% |
$55.9K - $65.5K
|
5.44K
$1.58M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-275- 7.41% |
$55.9K - $65.5K
|
3.44K
$996K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-277- 0.1% |
$56.3K - $66K
|
290K
$84.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-279- 4.55% |
$56.7K - $66.5K
|
5.86K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-283- 18.69% |
$57.5K - $67.4K
|
1.23K
$357K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-283- 1.9% |
$57.5K - $67.4K
|
14.6K
$4.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-286- 8.46% |
$58.1K - $68.1K
|
3.1K
$897K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-287- 8.22% |
$58.3K - $68.4K
|
3.21K
$929K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-293- 2.11% |
$59.5K - $69.8K
|
13.6K
$3.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-294- 2.0% |
$59.7K - $70K
|
14.4K
$4.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-294- 2.94% |
$59.7K - $70K
|
9.7K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-295- 4.93% |
$59.9K - $70.3K
|
5.69K
$1.65M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-298- 2.3% |
$60.5K - $71K
|
12.7K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-301- 1.53% |
$61.1K - $71.7K
|
19.3K
$5.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-303- 1.68% |
$61.5K - $72.2K
|
17.8K
$5.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-306- 2.09% |
$62.2K - $72.9K
|
14.3K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-306- 12.45% |
$62.2K - $72.9K
|
2.15K
$624K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-308- 22.16% |
$62.6K - $73.4K
|
1.08K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-308- 75.31% |
$62.6K - $73.4K
|
101
$29.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-308- 2.08% |
$62.6K - $73.4K
|
14.5K
$4.2M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-317- 1.27% |
$64.4K - $75.5K
|
24.6K
$7.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-318- 46.15% |
$64.6K - $75.8K
|
371
$108K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-320- 6.41% |
$65K - $76.2K
|
4.67K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-320- 1.8% |
$65K - $76.2K
|
17.4K
$5.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-322- 0.78% |
$65.4K - $76.7K
|
40.8K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-325- 21.61% |
$66K - $77.4K
|
1.18K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-328- 0.26% |
$66.6K - $78.1K
|
127K
$36.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-329- 6.43% |
$66.8K - $78.4K
|
4.79K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-331- 7.85% |
$67.2K - $78.9K
|
3.88K
$1.13M
|