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 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 21.83% |
$574K - $674K
|
10.1K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.84K- 0.45% |
$577K - $677K
|
622K
$186M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.87K- 38.75% |
$583K - $684K
|
4.53K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.89K- 18.56% |
$586K - $687K
|
12.7K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.89K- 14.91% |
$586K - $687K
|
16.5K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.9K- 7.34% |
$588K - $690K
|
36.6K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.92K- 8.99% |
$593K - $695K
|
29.6K
$8.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.93K- 1.71% |
$596K - $699K
|
168K
$50.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 23.15% |
$597K - $700K
|
9.75K
$2.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 6.3% |
$599K - $703K
|
43.9K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.95K- 47.64% |
$600K - $704K
|
3.25K
$971K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.04K- 34.89% |
$618K - $725K
|
5.68K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-3.1K- 38.46% |
$630K - $739K
|
4.96K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.11K- 71.17% |
$632K - $741K
|
1.26K
$377K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-3.17K- 1.47% |
$644K - $756K
|
213K
$63.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.18K- 5.1% |
$647K - $759K
|
59.2K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.2K- 5.39% |
$650K - $762K
|
56.2K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 1.93% |
$661K - $775K
|
165K
$49.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.28K- 3.94% |
$666K - $782K
|
80K
$23.9M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-3.33K- 19.11% |
$676K - $793K
|
14.1K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.36K- 30.31% |
$683K - $801K
|
7.73K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.39K- 2.37% |
$689K - $809K
|
140K
$41.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.4K- 15.07% |
$690K - $809K
|
19.1K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.4K- 0.91% |
$690K - $809K
|
370K
$111M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.46K- 2.06% |
$703K - $824K
|
164K
$49.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.47K- 19.34% |
$704K - $826K
|
14.5K
$4.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.47K- 53.37% |
$704K - $826K
|
3.03K
$906K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-3.57K- 2.51% |
$725K - $851K
|
139K
$41.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.59K- 1.6% |
$729K - $856K
|
221K
$66M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.66K- 5.84% |
$744K - $873K
|
59.1K
$17.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.67K- 4.29% |
$745K - $874K
|
81.9K
$24.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.79K- 1.53% |
$769K - $902K
|
245K
$73.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.8K- 1.3% |
$772K - $905K
|
289K
$86.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.81K- 1.54% |
$775K - $909K
|
244K
$73.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-3.82K- 1.38% |
$777K - $911K
|
272K
$81.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.85K- 1.98% |
$783K - $918K
|
191K
$57.1M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3.88K- 2.21% |
$788K - $924K
|
172K
$51.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.98K- 5.34% |
$808K - $948K
|
70.5K
$21.1M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.05K- 0.82% |
$823K - $965K
|
488K
$146M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.05K- 2.05% |
$823K - $965K
|
193K
$57.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.09K- 16.54% |
$830K - $974K
|
20.6K
$6.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.16K- 5.25% |
$846K - $992K
|
75.2K
$22.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.21K- 2.0% |
$856K - $1M
|
207K
$61.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-4.31K- 1.84% |
$874K - $1.03M
|
230K
$68.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.31K- 80.28% |
$876K - $1.03M
|
1.06K
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.42K- 14.79% |
$898K - $1.05M
|
25.5K
$7.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.51K- 4.41% |
$915K - $1.07M
|
97.6K
$29.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.54K- 12.55% |
$922K - $1.08M
|
31.6K
$9.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.62K- 0.33% |
$938K - $1.1M
|
1.38M
$412M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.66K- 1.36% |
$947K - $1.11M
|
337K
$101M
|