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 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
26.2KNew |
$5.31M - $6.23M
|
26.2K
$7.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26K+ 86.8% |
$5.28M - $6.19M
|
55.9K
$16.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
25.8K+ 27.56% |
$5.24M - $6.14M
|
119K
$35.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.7K+ 39.28% |
$5.22M - $6.12M
|
91.1K
$27M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
25.5K+ 1.72% |
$5.18M - $6.08M
|
1.5M
$446M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
25.5K+ 18.61% |
$5.18M - $6.07M
|
162K
$48.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
25.2K+ 0.24% |
$5.12M - $6.01M
|
10.6M
$3.14B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 0.38% |
$5.05M - $5.92M
|
6.65M
$1.97B
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
24.8KNew |
$5.04M - $5.91M
|
24.8K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
24.2KNew |
$4.91M - $5.76M
|
24.2K
$7.17M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.9KNew |
$4.86M - $5.7M
|
23.9K
$7.09M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
23.5K+ 7.86% |
$4.78M - $5.6M
|
323K
$95.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
23.5K+ 19.98% |
$4.77M - $5.6M
|
141K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.3K+ 8.73% |
$4.74M - $5.56M
|
291K
$86.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
22.9K+ 10.62% |
$4.66M - $5.46M
|
239K
$70.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
22.6K+ 803.16% |
$4.6M - $5.39M
|
25.5K
$7.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$4.57M - $5.36M
|
22.5K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
22.2K+ 371.22% |
$4.52M - $5.3M
|
28.2K
$8.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
22.2K+ 9.35% |
$4.52M - $5.3M
|
260K
$77.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.1KNew |
$4.5M - $5.28M
|
22.1K
$6.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 0.31% |
$4.49M - $5.27M
|
7.17M
$2.13B
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
21.7K+ 10.92% |
$4.4M - $5.16M
|
220K
$65.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.5K+ 18.81% |
$4.37M - $5.13M
|
136K
$40.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21.5K+ 6.57% |
$4.37M - $5.13M
|
349K
$103M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
21.4K+ 8.04% |
$4.34M - $5.09M
|
287K
$85M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
21.3KNew |
$4.33M - $5.08M
|
21.3K
$6.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.3K+ 99.3% |
$4.32M - $5.06M
|
42.6K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
20.9K+ 166.31% |
$4.25M - $4.98M
|
33.5K
$9.93M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20.7KNew |
$4.2M - $4.92M
|
20.7K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
20.6KNew |
$4.18M - $4.9M
|
20.6K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
20.2K+ 7.74% |
$4.09M - $4.8M
|
280K
$83.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.1K+ 156.91% |
$4.07M - $4.78M
|
32.8K
$9.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
20.1K+ 1019.88% |
$4.07M - $4.78M
|
22K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
20.1K+ 5.71% |
$4.07M - $4.78M
|
371K
$110M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
19.7KNew |
$3.99M - $4.69M
|
19.7K
$5.83M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
19.5KNew |
$3.97M - $4.65M
|
19.5K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
19.5KNew |
$3.95M - $4.64M
|
19.5K
$5.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
19.2KNew |
$3.9M - $4.58M
|
19.2K
$5.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.1K+ 7.82% |
$3.88M - $4.55M
|
263K
$78M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$3.85M - $4.52M
|
19K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
18.6KNew |
$3.78M - $4.44M
|
18.6K
$5.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18.6K+ 4.31% |
$3.78M - $4.44M
|
451K
$134M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
18.6KNew |
$3.78M - $4.44M
|
18.6K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.6K+ 21.39% |
$3.77M - $4.43M
|
105K
$31.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
18.5K+ 13.19% |
$3.76M - $4.41M
|
159K
$47.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
18.4K+ 9.3% |
$3.74M - $4.39M
|
217K
$64.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.4K+ 14.49% |
$3.74M - $4.38M
|
145K
$43.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
18.4KNew |
$3.73M - $4.38M
|
18.4K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18.1K+ 33.26% |
$3.68M - $4.31M
|
72.5K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
18.1KNew |
$3.67M - $4.3M
|
18.1K
$5.36M
|