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 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-505- 0.75% |
$103K - $120K
|
66.8K
$19.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-519- 8.1% |
$105K - $124K
|
5.89K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-520- 11.97% |
$106K - $124K
|
3.82K
$1.13M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-526- 10.46% |
$107K - $125K
|
4.5K
$1.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-536- 5.34% |
$109K - $128K
|
9.5K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-539- 2.86% |
$109K - $128K
|
18.3K
$5.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-539- 1.56% |
$109K - $128K
|
33.9K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-543- 34.87% |
$110K - $129K
|
1.01K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-549- 12.79% |
$112K - $131K
|
3.74K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-554- 2.16% |
$113K - $132K
|
25.1K
$7.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-559- 29.56% |
$114K - $133K
|
1.33K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-560- 9.47% |
$114K - $133K
|
5.35K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-561- 7.25% |
$114K - $134K
|
7.18K
$2.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-562- 7.59% |
$114K - $134K
|
6.84K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-564- 19.22% |
$115K - $134K
|
2.37K
$703K
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-565- 1.07% |
$115K - $135K
|
52.1K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-569- 2.32% |
$116K - $136K
|
23.9K
$7.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-570- 13.0% |
$116K - $136K
|
3.81K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-576- 35.19% |
$117K - $137K
|
1.06K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-578- 2.7% |
$117K - $138K
|
20.8K
$6.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-587- 4.06% |
$119K - $140K
|
13.9K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-588- 1.21% |
$119K - $140K
|
48K
$14.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-593- 11.49% |
$120K - $141K
|
4.57K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-594- 74.72% |
$121K - $142K
|
201
$59.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-597- 7.24% |
$121K - $142K
|
7.65K
$2.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-600- 1.32% |
$122K - $143K
|
44.7K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-625- 2.11% |
$127K - $149K
|
29K
$8.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-627- 1.81% |
$127K - $149K
|
34K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-628- 4.57% |
$128K - $150K
|
13.1K
$3.88M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-628- 0.29% |
$128K - $150K
|
217K
$64.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-634- 13.71% |
$129K - $151K
|
3.99K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-639- 15.86% |
$130K - $152K
|
3.39K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-639- 41.82% |
$130K - $152K
|
889
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-646- 31.98% |
$131K - $154K
|
1.37K
$407K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-653- 5.2% |
$133K - $156K
|
11.9K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-659- 37.36% |
$134K - $157K
|
1.11K
$328K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-660- 4.08% |
$134K - $157K
|
15.5K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-689- 5.66% |
$140K - $164K
|
11.5K
$3.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-692- 18.01% |
$141K - $165K
|
3.15K
$934K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-694- 6.44% |
$141K - $165K
|
10.1K
$2.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-697- 2.92% |
$142K - $166K
|
23.1K
$6.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-697- 9.09% |
$142K - $166K
|
6.97K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-700- 9.09% |
$142K - $167K
|
7K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-701- 6.17% |
$142K - $167K
|
10.7K
$3.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-705- 0.46% |
$143K - $168K
|
152K
$45.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-707- 20.62% |
$144K - $168K
|
2.72K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-709- 0.01% |
$144K - $169K
|
6.17M
$1.83B
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-712- 40.36% |
$145K - $170K
|
1.05K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-714- 6.25% |
$145K - $170K
|
10.7K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-714- 17.19% |
$145K - $170K
|
3.44K
$1.02M
|