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 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-61.3K- 35.46% |
$12.5M - $14.6M
|
112K
$36.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62.8K- 38.95% |
$12.8M - $15M
|
98.4K
$32.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-63.3K- 64.7% |
$12.8M - $15.1M
|
34.5K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-64K- 7.09% |
$13M - $15.3M
|
839K
$278M
|
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
SELL
|
- |
-65K- 16.53% |
$13.2M - $15.5M
|
328K
$109M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-66.6K- 13.18% |
$13.5M - $15.9M
|
438K
$145M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-68.5KClosed |
$13.9M - $16.3M
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 80.46% |
$16.1M - $18.8M
|
19.2K
$6.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-92.4K- 91.64% |
$18.8M - $22M
|
8.43K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-95.1K- 21.88% |
$19.3M - $22.7M
|
340K
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-102K- 24.07% |
$20.7M - $24.3M
|
322K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-105K- 63.99% |
$21.3M - $25M
|
59K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-106K- 19.15% |
$21.5M - $25.2M
|
447K
$148M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-118K- 0.4% |
$24M - $28.1M
|
29.5M
$9.77B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-124K- 45.28% |
$25.1M - $29.5M
|
150K
$49.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 44.48% |
$25.3M - $29.7M
|
155K
$51.4M
|
|
|
Sep 24, 2025
Q4 2023
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
SELL
|
- |
-128K- 39.87% |
$26M - $30.5M
|
193K
$63.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-136K- 28.8% |
$27.6M - $32.4M
|
337K
$111M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-209K- 13.53% |
$42.4M - $49.7M
|
1.33M
$441M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-254K- 88.81% |
$51.6M - $60.5M
|
32K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-356K- 4.27% |
$72.4M - $84.9M
|
7.99M
$2.65B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-443K- 3.58% |
$90M - $106M
|
11.9M
$3.95B
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-451K- 70.15% |
$91.5M - $107M
|
192K
$63.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-471K- 34.02% |
$95.7M - $112M
|
914K
$302M
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-590K- 11.72% |
$120M - $141M
|
4.44M
$1.47B
|
|
|
Feb 09, 2024
Q4 2023
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-671K- 59.37% |
$136M - $160M
|
459K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-686K- 19.74% |
$139M - $163M
|
2.79M
$923M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-687K- 3.49% |
$140M - $164M
|
19M
$6.28B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.05M- 99.58% |
$1.84B - $2.16B
|
38.3K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.29M- 26.36% |
$1.89B - $2.21B
|
25.9M
$8.59B
|