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 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-401- 3.55% |
$81.5K - $95.5K
|
10.9K
$3.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-402- 3.05% |
$81.7K - $95.8K
|
12.8K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-403- 9.17% |
$81.9K - $96K
|
3.99K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-406- 8.31% |
$82.5K - $96.7K
|
4.48K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-409- 13.23% |
$83.1K - $97.4K
|
2.68K
$796K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-411- 1.11% |
$83.5K - $97.9K
|
36.8K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-412- 6.38% |
$83.7K - $98.2K
|
6.05K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-412- 2.31% |
$83.7K - $98.2K
|
17.4K
$5.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-413- 4.73% |
$83.9K - $98.4K
|
8.32K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-417- 4.16% |
$84.7K - $99.4K
|
9.6K
$2.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-421- 1.5% |
$85.5K - $100K
|
27.6K
$8.19M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-421- 1.5% |
$85.5K - $100K
|
27.6K
$8.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-427- 2.3% |
$86.7K - $102K
|
18.2K
$5.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-429- 1.6% |
$87.1K - $102K
|
26.4K
$7.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-431- 16.56% |
$87.5K - $103K
|
2.17K
$644K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-433- 7.85% |
$88K - $103K
|
5.08K
$1.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-433- 1.8% |
$88K - $103K
|
23.6K
$7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-435- 3.33% |
$88.4K - $104K
|
12.6K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-438- 5.42% |
$89K - $104K
|
7.65K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-439- 2.93% |
$89.2K - $105K
|
14.6K
$4.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-443- 0.71% |
$90K - $106K
|
61.9K
$18.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-447- 13.75% |
$90.8K - $106K
|
2.8K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-447- 63.86% |
$90.8K - $106K
|
253
$75K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-450- 14.99% |
$91.4K - $107K
|
2.55K
$757K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-456- 3.1% |
$92.6K - $109K
|
14.3K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-456- 0.56% |
$92.6K - $109K
|
80.9K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-457- 2.7% |
$92.8K - $109K
|
16.5K
$4.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-458- 1.27% |
$93K - $109K
|
35.7K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-471- 2.42% |
$95.7K - $112K
|
19K
$5.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-471- 1.61% |
$95.7K - $112K
|
28.8K
$8.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-473- 4.0% |
$96.1K - $113K
|
11.3K
$3.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-474- 0.27% |
$96.3K - $113K
|
173K
$51.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-475- 19.77% |
$96.5K - $113K
|
1.93K
$572K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-476- 12.25% |
$96.7K - $113K
|
3.41K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-477- 0.93% |
$96.9K - $114K
|
50.7K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-477- 4.32% |
$96.9K - $114K
|
10.6K
$3.14M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-478- 1.24% |
$97.1K - $114K
|
38.2K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-479- 6.13% |
$97.3K - $114K
|
7.33K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-484- 11.07% |
$98.3K - $115K
|
3.89K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-484- 5.93% |
$98.3K - $115K
|
7.68K
$2.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-485- 14.38% |
$98.5K - $116K
|
2.89K
$856K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-489- 2.27% |
$99.3K - $117K
|
21.1K
$6.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-495- 19.86% |
$101K - $118K
|
2K
$592K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-497- 34.59% |
$101K - $118K
|
940
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-497- 1.17% |
$101K - $118K
|
42K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-498- 27.32% |
$101K - $119K
|
1.33K
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-503- 1.06% |
$102K - $120K
|
47K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-503- 0.83% |
$102K - $120K
|
60.1K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-503- 1.37% |
$102K - $120K
|
36.3K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-504- 7.32% |
$102K - $120K
|
6.38K
$1.89M
|