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 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-725- 30.18% |
$147K - $173K
|
1.68K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-736- 3.59% |
$149K - $175K
|
19.8K
$5.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-737- 6.06% |
$150K - $176K
|
11.4K
$3.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-739- 1.41% |
$150K - $176K
|
51.8K
$15.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-739- 10.92% |
$150K - $176K
|
6.03K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-740- 2.39% |
$150K - $176K
|
30.2K
$8.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-741- 3.44% |
$151K - $177K
|
20.8K
$6.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-741- 2.29% |
$151K - $177K
|
31.6K
$9.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-745- 41.41% |
$151K - $177K
|
1.05K
$313K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-751- 11.53% |
$153K - $179K
|
5.76K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-758- 2.5% |
$154K - $181K
|
29.6K
$8.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-760- 4.32% |
$154K - $181K
|
16.8K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-768- 1.87% |
$156K - $183K
|
40.3K
$12M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-769- 0.23% |
$156K - $183K
|
337K
$100M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-780- 3.31% |
$158K - $186K
|
22.8K
$6.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-784- 25.34% |
$159K - $187K
|
2.31K
$685K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-790- 25.78% |
$160K - $188K
|
2.27K
$674K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-795- 7.5% |
$161K - $189K
|
9.8K
$2.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-818- 12.64% |
$166K - $195K
|
5.66K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-823- 3.14% |
$167K - $196K
|
25.4K
$7.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-831- 0.37% |
$169K - $198K
|
223K
$66.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-837- 2.79% |
$170K - $199K
|
29.2K
$8.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-842- 4.58% |
$171K - $201K
|
17.6K
$5.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-843- 31.22% |
$171K - $201K
|
1.86K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-843- 10.23% |
$171K - $201K
|
7.4K
$2.19M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-853- 3.96% |
$173K - $203K
|
20.7K
$6.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-857- 1.84% |
$174K - $204K
|
45.8K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-865- 4.84% |
$176K - $206K
|
17K
$5.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-869- 46.5% |
$177K - $207K
|
1K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-872- 47.78% |
$177K - $208K
|
953
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-875- 47.48% |
$178K - $208K
|
968
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-877- 4.96% |
$178K - $209K
|
16.8K
$4.98M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-879- 0.84% |
$179K - $209K
|
104K
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-880- 34.85% |
$179K - $210K
|
1.65K
$488K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-882- 43.19% |
$179K - $210K
|
1.16K
$344K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-886- 1.56% |
$180K - $211K
|
55.8K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-895- 0.42% |
$182K - $213K
|
211K
$62.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-899- 8.58% |
$183K - $214K
|
9.58K
$2.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-902- 2.15% |
$183K - $215K
|
41K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-910- 21.66% |
$185K - $217K
|
3.29K
$976K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-917- 14.02% |
$186K - $218K
|
5.62K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-920- 0.42% |
$187K - $219K
|
217K
$64.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-928- 12.43% |
$188K - $221K
|
6.54K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-929- 22.22% |
$189K - $221K
|
3.25K
$964K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-931- 17.6% |
$189K - $222K
|
4.36K
$1.29M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-932- 5.88% |
$189K - $222K
|
14.9K
$4.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-941- 0.06% |
$191K - $224K
|
1.59M
$470M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-955- 52.47% |
$194K - $228K
|
865
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-955- 1.65% |
$194K - $228K
|
57K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-972- 28.88% |
$197K - $232K
|
2.39K
$710K
|