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
|
Graypoint LLC
|
SELL
|
- |
-978- 0.97% |
$199K - $233K
|
99.6K
$29.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-983- 9.2% |
$200K - $234K
|
9.7K
$2.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-986- 5.65% |
$200K - $235K
|
16.5K
$4.88M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-988- 1.74% |
$201K - $235K
|
55.8K
$16.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-991- 7.24% |
$201K - $236K
|
12.7K
$3.76M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-994- 79.97% |
$202K - $237K
|
249
$73.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1K- 22.4% |
$203K - $238K
|
3.47K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1K- 2.11% |
$204K - $239K
|
46.6K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.01K- 22.04% |
$206K - $241K
|
3.58K
$1.06M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.02K- 1.52% |
$206K - $242K
|
66K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.03K- 2.55% |
$209K - $245K
|
39.3K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.04K- 40.9% |
$211K - $247K
|
1.5K
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.54% |
$211K - $248K
|
66.6K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.04K- 2.26% |
$211K - $248K
|
45K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.04K- 3.96% |
$212K - $249K
|
25.3K
$7.5M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.06K- 0.49% |
$215K - $253K
|
217K
$64.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.59% |
$215K - $253K
|
179K
$53M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.06K- 1.98% |
$216K - $253K
|
52.6K
$15.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.07K- 28.87% |
$217K - $254K
|
2.63K
$779K
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.07K- 0.59% |
$218K - $255K
|
181K
$53.6M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.08K- 15.66% |
$219K - $257K
|
5.81K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-1.1K- 0.53% |
$223K - $262K
|
207K
$61.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.12K- 3.07% |
$227K - $266K
|
35.2K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.12K- 2.84% |
$227K - $266K
|
38.3K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.13K- 3.93% |
$229K - $268K
|
27.5K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.13K- 0.12% |
$229K - $269K
|
965K
$286M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.13K- 0.31% |
$230K - $269K
|
360K
$107M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.14K- 37.86% |
$232K - $272K
|
1.88K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.15K- 1.72% |
$234K - $274K
|
65.7K
$19.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 9.73% |
$234K - $275K
|
10.7K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 5.85% |
$236K - $277K
|
18.7K
$5.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 54.3% |
$240K - $281K
|
993
$294K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.2K- 1.34% |
$243K - $285K
|
88.4K
$26.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.22K- 75.0% |
$247K - $290K
|
406
$120K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.23K- 16.13% |
$250K - $293K
|
6.4K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.23K- 17.56% |
$250K - $294K
|
5.78K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.24K- 12.47% |
$251K - $294K
|
8.68K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.24K- 29.74% |
$251K - $295K
|
2.92K
$867K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.26K- 26.35% |
$256K - $301K
|
3.53K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.29K- 3.63% |
$261K - $306K
|
34.1K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.29K- 1.95% |
$262K - $307K
|
64.7K
$19.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.29K- 6.26% |
$263K - $308K
|
19.4K
$5.74M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.29K- 2.05% |
$263K - $308K
|
61.8K
$18.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.3K- 1.13% |
$263K - $309K
|
113K
$33.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.3K- 34.92% |
$263K - $309K
|
2.42K
$717K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.31K- 13.55% |
$265K - $311K
|
8.34K
$2.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.31K- 3.03% |
$266K - $312K
|
41.8K
$12.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.32K- 52.68% |
$268K - $314K
|
1.18K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.34K- 7.63% |
$271K - $318K
|
16.2K
$4.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.37K- 0.33% |
$278K - $326K
|
417K
$124M
|