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 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.66K- 5.84% |
$744K - $873K
|
59.1K
$16.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.67K- 4.29% |
$745K - $874K
|
81.9K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.79K- 1.53% |
$769K - $902K
|
245K
$66.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.8K- 1.3% |
$772K - $905K
|
289K
$78.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.81K- 1.54% |
$775K - $909K
|
244K
$66.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-3.82K- 1.38% |
$777K - $911K
|
272K
$74.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.85K- 1.98% |
$783K - $918K
|
191K
$52.2M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3.88K- 2.21% |
$788K - $924K
|
172K
$47M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.98K- 5.34% |
$808K - $948K
|
70.5K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.05K- 0.82% |
$823K - $965K
|
488K
$134M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.05K- 2.05% |
$823K - $965K
|
193K
$52.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.09K- 16.54% |
$830K - $974K
|
20.6K
$5.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.16K- 5.25% |
$846K - $992K
|
75.2K
$20.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.21K- 2.0% |
$856K - $1M
|
207K
$56.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-4.31K- 1.84% |
$874K - $1.03M
|
230K
$62.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.31K- 80.28% |
$876K - $1.03M
|
1.06K
$290K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.42K- 14.79% |
$898K - $1.05M
|
25.5K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.51K- 4.41% |
$915K - $1.07M
|
97.6K
$26.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.54K- 12.55% |
$922K - $1.08M
|
31.6K
$8.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.62K- 0.33% |
$938K - $1.1M
|
1.38M
$376M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.66K- 1.36% |
$947K - $1.11M
|
337K
$92.1M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4.67K- 18.11% |
$948K - $1.11M
|
21.1K
$5.77M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.78K- 10.75% |
$972K - $1.14M
|
39.7K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.82K- 13.1% |
$978K - $1.15M
|
32K
$8.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 9.4% |
$989K - $1.16M
|
46.9K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.9K- 30.15% |
$995K - $1.17M
|
11.3K
$3.1M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.99K- 16.99% |
$1.01M - $1.19M
|
24.4K
$6.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.03K- 15.51% |
$1.02M - $1.2M
|
27.4K
$7.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.11K- 5.85% |
$1.04M - $1.22M
|
82.2K
$22.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.13K- 49.29% |
$1.04M - $1.22M
|
5.28K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.13K- 35.88% |
$1.04M - $1.22M
|
9.17K
$2.51M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-5.15K- 13.97% |
$1.05M - $1.23M
|
31.7K
$8.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 0.68% |
$1.05M - $1.23M
|
760K
$208M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.41K- 30.39% |
$1.1M - $1.29M
|
12.4K
$3.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.55K- 5.69% |
$1.13M - $1.32M
|
92K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.76K- 1.2% |
$1.17M - $1.37M
|
474K
$129M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.76K- 19.16% |
$1.17M - $1.37M
|
24.3K
$6.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-5.79K- 11.35% |
$1.18M - $1.38M
|
45.2K
$12.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-5.79K- 4.49% |
$1.18M - $1.38M
|
123K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.83K- 89.42% |
$1.18M - $1.39M
|
689
$188K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-5.84K- 1.09% |
$1.19M - $1.39M
|
532K
$145M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-6.05K- 13.14% |
$1.23M - $1.44M
|
40K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.1K- 3.69% |
$1.24M - $1.45M
|
159K
$43.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.27K- 1.68% |
$1.27M - $1.49M
|
368K
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.43K- 63.01% |
$1.31M - $1.53M
|
3.77K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.49K- 9.09% |
$1.32M - $1.55M
|
64.9K
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.66K- 1.2% |
$1.35M - $1.59M
|
548K
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-6.86K- 3.61% |
$1.39M - $1.63M
|
183K
$50.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-7.18K- 69.42% |
$1.46M - $1.71M
|
3.16K
$864K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7.39K- 15.96% |
$1.5M - $1.76M
|
38.9K
$10.6M
|