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 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-95.1K- 21.88% |
$19.3M - $22.7M
|
340K
$98.4M
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-102K- 24.07% |
$20.7M - $24.3M
|
322K
$93.3M
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-105K- 63.99% |
$21.3M - $25M
|
59K
$17.1M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-106K- 19.15% |
$21.5M - $25.2M
|
447K
$129M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-118K- 0.4% |
$24M - $28.1M
|
29.5M
$8.56B
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-124K- 45.28% |
$25.1M - $29.5M
|
150K
$43.3M
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 44.48% |
$25.3M - $29.7M
|
155K
$45.1M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-136K- 28.8% |
$27.6M - $32.4M
|
337K
$97.5M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-209K- 13.53% |
$42.4M - $49.7M
|
1.33M
$386M
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-254K- 88.81% |
$51.6M - $60.5M
|
32K
$9.27M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-356K- 4.27% |
$72.4M - $84.9M
|
7.99M
$2.32B
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-443K- 3.58% |
$90M - $106M
|
11.9M
$3.46B
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-451K- 70.15% |
$91.5M - $107M
|
192K
$55.6M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-471K- 34.02% |
$95.7M - $112M
|
914K
$265M
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-590K- 11.72% |
$120M - $141M
|
4.44M
$1.29B
|
|
Feb 09, 2024
Q4 2023
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-671K- 59.37% |
$136M - $160M
|
459K
$133M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-686K- 19.74% |
$139M - $163M
|
2.79M
$808M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-687K- 3.49% |
$140M - $164M
|
19M
$5.5B
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.05M- 99.58% |
$1.84B - $2.16B
|
38.3K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.29M- 26.36% |
$1.89B - $2.21B
|
25.9M
$7.52B
|