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 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-6.86K- 3.61% |
$1.39M - $1.63M
|
183K
$47.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-7.18K- 69.42% |
$1.46M - $1.71M
|
3.16K
$818K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7.39K- 15.96% |
$1.5M - $1.76M
|
38.9K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.53K- 10.47% |
$1.53M - $1.79M
|
64.4K
$16.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-7.63K- 2.47% |
$1.55M - $1.82M
|
301K
$77.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.71K- 5.34% |
$1.57M - $1.84M
|
137K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.73K- 2.27% |
$1.57M - $1.84M
|
332K
$86M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.73K- 4.18% |
$1.57M - $1.84M
|
177K
$45.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.94K- 1.89% |
$1.61M - $1.89M
|
413K
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-8K- 3.62% |
$1.62M - $1.91M
|
213K
$55.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8K- 3.7% |
$1.62M - $1.91M
|
208K
$53.8M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.13K- 15.99% |
$1.65M - $1.94M
|
42.7K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.52K- 4.42% |
$1.73M - $2.03M
|
184K
$47.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-8.69K- 12.56% |
$1.77M - $2.07M
|
60.5K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-8.73K- 7.06% |
$1.77M - $2.08M
|
115K
$29.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-8.82K- 26.01% |
$1.79M - $2.1M
|
25.1K
$6.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8.89K- 4.07% |
$1.8M - $2.12M
|
209K
$54.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-8.91K- 4.64% |
$1.81M - $2.12M
|
183K
$47.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.97K- 13.14% |
$1.82M - $2.14M
|
59.3K
$15.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-9K- 34.88% |
$1.83M - $2.14M
|
16.8K
$4.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.25K- 3.34% |
$1.88M - $2.2M
|
268K
$69.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.51K- 20.52% |
$1.93M - $2.27M
|
36.8K
$9.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10K- 2.81% |
$2.03M - $2.39M
|
346K
$89.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1K- 29.03% |
$2.05M - $2.4M
|
24.7K
$6.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 0.71% |
$2.06M - $2.42M
|
1.42M
$368M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 8.17% |
$2.08M - $2.44M
|
115K
$29.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 12.98% |
$2.08M - $2.44M
|
68.7K
$17.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.6K- 19.18% |
$2.15M - $2.53M
|
44.7K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.7K- 21.52% |
$2.18M - $2.55M
|
39.1K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-10.8K- 1.4% |
$2.19M - $2.57M
|
757K
$196M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.8K- 47.41% |
$2.2M - $2.58M
|
12K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 23.26% |
$2.21M - $2.59M
|
35.8K
$9.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-10.9K- 10.88% |
$2.22M - $2.61M
|
89.6K
$23.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11K- 35.2% |
$2.24M - $2.63M
|
20.3K
$5.25M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11.1K- 77.76% |
$2.25M - $2.64M
|
3.17K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 20.49% |
$2.38M - $2.79M
|
45.5K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12K- 36.03% |
$2.45M - $2.87M
|
21.4K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 17.73% |
$2.52M - $2.96M
|
57.6K
$14.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.7K- 1.46% |
$2.57M - $3.02M
|
857K
$222M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-13.4K- 94.92% |
$2.72M - $3.19M
|
716
$185K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-13.4K- 23.65% |
$2.73M - $3.2M
|
43.4K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-13.9K- 2.9% |
$2.83M - $3.32M
|
467K
$121M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-14.2K- 6.17% |
$2.88M - $3.38M
|
216K
$55.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.3K- 0.9% |
$2.91M - $3.41M
|
1.58M
$410M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.4K- 4.83% |
$2.92M - $3.43M
|
283K
$73.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-14.5K- 2.88% |
$2.94M - $3.45M
|
487K
$126M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-15K- 2.17% |
$3.04M - $3.57M
|
674K
$174M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-15.1K- 3.16% |
$3.06M - $3.59M
|
462K
$120M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15.7K- 38.94% |
$3.2M - $3.75M
|
24.7K
$6.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-15.9K- 1.34% |
$3.24M - $3.8M
|
1.17M
$303M
|