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 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 28.27% |
$489K - $573K
|
6.11K
$1.67M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.41K- 6.63% |
$490K - $575K
|
34K
$9.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.45K- 1.38% |
$497K - $583K
|
175K
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.48K- 9.32% |
$504K - $591K
|
24.1K
$6.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.49K- 5.46% |
$505K - $592K
|
43K
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.49K- 9.63% |
$506K - $594K
|
23.4K
$6.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 1.66% |
$511K - $599K
|
149K
$40.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.52K- 3.66% |
$511K - $599K
|
66.2K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.52K- 6.33% |
$511K - $600K
|
37.3K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.53K- 1.48% |
$515K - $604K
|
168K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.55K- 5.17% |
$518K - $607K
|
46.8K
$12.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.57K- 2.4% |
$521K - $611K
|
104K
$28.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.62K- 17.59% |
$533K - $625K
|
12.3K
$3.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.67K- 3.28% |
$543K - $637K
|
78.8K
$21.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.7K- 1.06% |
$549K - $644K
|
252K
$68.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.73K- 6.08% |
$555K - $651K
|
42.2K
$11.5M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-2.74K- 8.95% |
$556K - $652K
|
27.8K
$7.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.74K- 1.33% |
$556K - $652K
|
204K
$55.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.76K- 19.57% |
$561K - $658K
|
11.3K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.81K- 59.96% |
$570K - $669K
|
1.88K
$513K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.81K- 0.37% |
$571K - $670K
|
757K
$207M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 21.83% |
$574K - $674K
|
10.1K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.84K- 0.45% |
$577K - $677K
|
622K
$170M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.87K- 38.75% |
$583K - $684K
|
4.53K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.89K- 18.56% |
$586K - $687K
|
12.7K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.89K- 14.91% |
$586K - $687K
|
16.5K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.9K- 7.34% |
$588K - $690K
|
36.6K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.92K- 8.99% |
$593K - $695K
|
29.6K
$8.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.93K- 1.71% |
$596K - $699K
|
168K
$45.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 23.15% |
$597K - $700K
|
9.75K
$2.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 6.3% |
$599K - $703K
|
43.9K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.95K- 47.64% |
$600K - $704K
|
3.25K
$888K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.04K- 34.89% |
$618K - $725K
|
5.68K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-3.1K- 38.46% |
$630K - $739K
|
4.96K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.11K- 71.17% |
$632K - $741K
|
1.26K
$345K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-3.17K- 1.47% |
$644K - $756K
|
213K
$58.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.18K- 5.1% |
$647K - $759K
|
59.2K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.2K- 5.39% |
$650K - $762K
|
56.2K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 1.93% |
$661K - $775K
|
165K
$45.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.28K- 3.94% |
$666K - $782K
|
80K
$21.9M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-3.33K- 19.11% |
$676K - $793K
|
14.1K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.36K- 30.31% |
$683K - $801K
|
7.73K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.39K- 2.37% |
$689K - $809K
|
140K
$38.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.4K- 15.07% |
$690K - $809K
|
19.1K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.4K- 0.91% |
$690K - $809K
|
370K
$101M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.46K- 2.06% |
$703K - $824K
|
164K
$45M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.47K- 19.34% |
$704K - $826K
|
14.5K
$3.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.47K- 53.37% |
$704K - $826K
|
3.03K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-3.57K- 2.51% |
$725K - $851K
|
139K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.59K- 1.6% |
$729K - $856K
|
221K
$60.4M
|