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 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-879- 0.84% |
$179K - $209K
|
104K
$28.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-880- 34.85% |
$179K - $210K
|
1.65K
$450K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-882- 43.19% |
$179K - $210K
|
1.16K
$317K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-886- 1.56% |
$180K - $211K
|
55.8K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-895- 0.42% |
$182K - $213K
|
211K
$57.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-899- 8.58% |
$183K - $214K
|
9.58K
$2.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-902- 2.15% |
$183K - $215K
|
41K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-910- 21.66% |
$185K - $217K
|
3.29K
$900K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-917- 14.02% |
$186K - $218K
|
5.62K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-920- 0.42% |
$187K - $219K
|
217K
$59.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-928- 12.43% |
$188K - $221K
|
6.54K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-929- 22.22% |
$189K - $221K
|
3.25K
$889K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-931- 17.6% |
$189K - $222K
|
4.36K
$1.19M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-932- 5.88% |
$189K - $222K
|
14.9K
$4.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-941- 0.06% |
$191K - $224K
|
1.59M
$433M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-955- 52.47% |
$194K - $228K
|
865
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-955- 1.65% |
$194K - $228K
|
57K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-972- 28.88% |
$197K - $232K
|
2.39K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-978- 0.97% |
$199K - $233K
|
99.6K
$27.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-983- 9.2% |
$200K - $234K
|
9.7K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-986- 5.65% |
$200K - $235K
|
16.5K
$4.5M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-986- 5.65% |
$200K - $235K
|
16.5K
$4.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-988- 1.74% |
$201K - $235K
|
55.8K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-991- 7.24% |
$201K - $236K
|
12.7K
$3.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-994- 79.97% |
$202K - $237K
|
249
$68.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1K- 22.4% |
$203K - $238K
|
3.47K
$947K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1K- 2.11% |
$204K - $239K
|
46.6K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.01K- 22.04% |
$206K - $241K
|
3.58K
$979K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.02K- 1.52% |
$206K - $242K
|
66K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.03K- 2.55% |
$209K - $245K
|
39.3K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.04K- 40.9% |
$211K - $247K
|
1.5K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.54% |
$211K - $248K
|
66.6K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.04K- 2.26% |
$211K - $248K
|
45K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.04K- 3.96% |
$212K - $249K
|
25.3K
$6.92M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.06K- 0.49% |
$215K - $253K
|
217K
$59.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.06K- 0.59% |
$215K - $253K
|
179K
$48.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.06K- 1.98% |
$216K - $253K
|
52.6K
$14.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.07K- 28.87% |
$217K - $254K
|
2.63K
$718K
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.07K- 0.59% |
$218K - $255K
|
181K
$49.4M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.08K- 15.66% |
$219K - $257K
|
5.81K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-1.1K- 0.53% |
$223K - $262K
|
207K
$56.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.12K- 3.07% |
$227K - $266K
|
35.2K
$9.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.12K- 2.84% |
$227K - $266K
|
38.3K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.13K- 3.93% |
$229K - $268K
|
27.5K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.13K- 0.12% |
$229K - $269K
|
965K
$264M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.13K- 0.31% |
$230K - $269K
|
360K
$98.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.14K- 37.86% |
$232K - $272K
|
1.88K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.15K- 1.72% |
$234K - $274K
|
65.7K
$18M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 9.73% |
$234K - $275K
|
10.7K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 5.85% |
$236K - $277K
|
18.7K
$5.11M
|