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 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.78K- 10.75% |
$972K - $1.14M
|
39.7K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.82K- 13.1% |
$978K - $1.15M
|
32K
$9.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 9.4% |
$989K - $1.16M
|
46.9K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.9K- 30.15% |
$995K - $1.17M
|
11.3K
$3.36M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.99K- 16.99% |
$1.01M - $1.19M
|
24.4K
$7.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.03K- 15.51% |
$1.02M - $1.2M
|
27.4K
$8.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.11K- 5.85% |
$1.04M - $1.22M
|
82.2K
$24.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.13K- 49.29% |
$1.04M - $1.22M
|
5.28K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.13K- 35.88% |
$1.04M - $1.22M
|
9.17K
$2.72M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-5.15K- 13.97% |
$1.05M - $1.23M
|
31.7K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 0.68% |
$1.05M - $1.23M
|
760K
$225M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.41K- 30.39% |
$1.1M - $1.29M
|
12.4K
$3.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.55K- 5.69% |
$1.13M - $1.32M
|
92K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.76K- 1.2% |
$1.17M - $1.37M
|
474K
$140M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.76K- 19.16% |
$1.17M - $1.37M
|
24.3K
$7.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-5.79K- 11.35% |
$1.18M - $1.38M
|
45.2K
$13.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-5.79K- 4.49% |
$1.18M - $1.38M
|
123K
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.83K- 89.42% |
$1.18M - $1.39M
|
689
$204K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-5.84K- 1.09% |
$1.19M - $1.39M
|
532K
$158M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.05K- 13.14% |
$1.23M - $1.44M
|
40K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.1K- 3.69% |
$1.24M - $1.45M
|
159K
$47.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.27K- 1.68% |
$1.27M - $1.49M
|
368K
$109M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.43K- 63.01% |
$1.31M - $1.53M
|
3.77K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.49K- 9.09% |
$1.32M - $1.55M
|
64.9K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.66K- 1.2% |
$1.35M - $1.59M
|
548K
$163M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-6.86K- 3.61% |
$1.39M - $1.63M
|
183K
$54.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-7.18K- 69.42% |
$1.46M - $1.71M
|
3.16K
$937K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7.39K- 15.96% |
$1.5M - $1.76M
|
38.9K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.53K- 10.47% |
$1.53M - $1.79M
|
64.4K
$19.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-7.63K- 2.47% |
$1.55M - $1.82M
|
301K
$89.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.71K- 5.34% |
$1.57M - $1.84M
|
137K
$40.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.73K- 2.27% |
$1.57M - $1.84M
|
332K
$98.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.73K- 4.18% |
$1.57M - $1.84M
|
177K
$52.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.94K- 1.89% |
$1.61M - $1.89M
|
413K
$123M
|
|
|
Feb 14, 2024
Q4 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-8K- 3.62% |
$1.62M - $1.91M
|
213K
$63.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8K- 3.7% |
$1.62M - $1.91M
|
208K
$61.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.13K- 15.99% |
$1.65M - $1.94M
|
42.7K
$12.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.52K- 4.42% |
$1.73M - $2.03M
|
184K
$54.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-8.69K- 12.56% |
$1.77M - $2.07M
|
60.5K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-8.73K- 7.06% |
$1.77M - $2.08M
|
115K
$34.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-8.82K- 26.01% |
$1.79M - $2.1M
|
25.1K
$7.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8.89K- 4.07% |
$1.8M - $2.12M
|
209K
$62.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-8.91K- 4.64% |
$1.81M - $2.12M
|
183K
$54.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.97K- 13.14% |
$1.82M - $2.14M
|
59.3K
$17.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-9K- 34.88% |
$1.83M - $2.14M
|
16.8K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.25K- 3.34% |
$1.88M - $2.2M
|
268K
$79.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.51K- 20.52% |
$1.93M - $2.27M
|
36.8K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10K- 2.81% |
$2.03M - $2.39M
|
346K
$103M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1K- 29.03% |
$2.05M - $2.4M
|
24.7K
$7.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 0.71% |
$2.06M - $2.42M
|
1.42M
$422M
|