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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-646- 31.98% |
$131K - $154K
|
1.37K
$376K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-653- 5.2% |
$133K - $156K
|
11.9K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-659- 37.36% |
$134K - $157K
|
1.11K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-660- 4.08% |
$134K - $157K
|
15.5K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-689- 5.66% |
$140K - $164K
|
11.5K
$3.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-692- 18.01% |
$141K - $165K
|
3.15K
$862K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-694- 6.44% |
$141K - $165K
|
10.1K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-697- 2.92% |
$142K - $166K
|
23.1K
$6.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-697- 9.09% |
$142K - $166K
|
6.97K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-700- 9.09% |
$142K - $167K
|
7K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-701- 6.17% |
$142K - $167K
|
10.7K
$2.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-705- 0.46% |
$143K - $168K
|
152K
$41.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-707- 20.62% |
$144K - $168K
|
2.72K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-709- 0.01% |
$144K - $169K
|
6.17M
$1.69B
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-712- 40.36% |
$145K - $170K
|
1.05K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-714- 6.25% |
$145K - $170K
|
10.7K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-714- 17.19% |
$145K - $170K
|
3.44K
$941K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-725- 30.18% |
$147K - $173K
|
1.68K
$459K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-736- 3.59% |
$149K - $175K
|
19.8K
$5.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-737- 6.06% |
$150K - $176K
|
11.4K
$3.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-739- 1.41% |
$150K - $176K
|
51.8K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-739- 10.92% |
$150K - $176K
|
6.03K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-740- 2.39% |
$150K - $176K
|
30.2K
$8.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-741- 3.44% |
$151K - $177K
|
20.8K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-741- 2.29% |
$151K - $177K
|
31.6K
$8.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-745- 41.41% |
$151K - $177K
|
1.05K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-751- 11.53% |
$153K - $179K
|
5.76K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-758- 2.5% |
$154K - $181K
|
29.6K
$8.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-760- 4.32% |
$154K - $181K
|
16.8K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-768- 1.87% |
$156K - $183K
|
40.3K
$11M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-769- 0.23% |
$156K - $183K
|
337K
$92.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-780- 3.31% |
$158K - $186K
|
22.8K
$6.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-784- 25.34% |
$159K - $187K
|
2.31K
$632K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-790- 25.78% |
$160K - $188K
|
2.27K
$622K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-795- 7.5% |
$161K - $189K
|
9.8K
$2.68M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-815- 0.7% |
$166K - $194K
|
116K
$31.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-818- 12.64% |
$166K - $195K
|
5.66K
$1.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-823- 3.14% |
$167K - $196K
|
25.4K
$6.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-831- 0.37% |
$169K - $198K
|
223K
$61M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-837- 2.79% |
$170K - $199K
|
29.2K
$7.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-842- 4.58% |
$171K - $201K
|
17.6K
$4.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-843- 31.22% |
$171K - $201K
|
1.86K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-843- 10.23% |
$171K - $201K
|
7.4K
$2.02M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-853- 3.96% |
$173K - $203K
|
20.7K
$5.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-857- 1.84% |
$174K - $204K
|
45.8K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-865- 4.84% |
$176K - $206K
|
17K
$4.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-869- 46.5% |
$177K - $207K
|
1K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-872- 47.78% |
$177K - $208K
|
953
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-875- 47.48% |
$178K - $208K
|
968
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-877- 4.96% |
$178K - $209K
|
16.8K
$4.59M
|