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 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
18.1K+ 158.5% |
$3.67M - $4.3M
|
29.4K
$8.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
18KNew |
$3.66M - $4.3M
|
18K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
18K+ 22.69% |
$3.65M - $4.28M
|
97.2K
$28.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
17.9KNew |
$3.63M - $4.26M
|
17.9K
$5.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17.7K+ 5.33% |
$3.59M - $4.21M
|
349K
$102M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$3.56M - $4.18M
|
17.5K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.5K+ 2.77% |
$3.55M - $4.16M
|
648K
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 9.02% |
$3.53M - $4.14M
|
210K
$61.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.5K+ 16.54% |
$3.34M - $3.92M
|
116K
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4K+ 46.33% |
$3.34M - $3.92M
|
51.9K
$15.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
16.2KNew |
$3.28M - $3.85M
|
16.2K
$4.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
16.2K+ 3.91% |
$3.28M - $3.85M
|
430K
$126M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
16.1KNew |
$3.27M - $3.84M
|
16.1K
$4.72M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
15.8KNew |
$3.21M - $3.76M
|
15.8K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
15.7K+ 19.0% |
$3.19M - $3.74M
|
98.3K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
15.7K+ 1.85% |
$3.19M - $3.74M
|
864K
$253M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
15.6KNew |
$3.17M - $3.72M
|
15.6K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.5KNew |
$3.14M - $3.69M
|
15.5K
$4.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
15.4K+ 7.28% |
$3.12M - $3.66M
|
226K
$66.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.3K+ 656.57% |
$3.12M - $3.66M
|
17.7K
$5.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 51.89% |
$3.11M - $3.65M
|
44.8K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.3K+ 8.44% |
$3.1M - $3.64M
|
196K
$57.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
15.2K+ 95.85% |
$3.09M - $3.63M
|
31.1K
$9.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
14.9KNew |
$3.03M - $3.55M
|
14.9K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8K+ 4.48% |
$3M - $3.52M
|
344K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
14.7KNew |
$2.99M - $3.51M
|
14.7K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 205.31% |
$2.95M - $3.46M
|
21.6K
$6.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4K+ 32.02% |
$2.92M - $3.43M
|
59.4K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.3K+ 100.13% |
$2.91M - $3.42M
|
28.7K
$8.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.2K+ 138.46% |
$2.89M - $3.39M
|
24.5K
$7.17M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
13.9K+ 8.4% |
$2.83M - $3.32M
|
180K
$52.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
13.9K+ 1.73% |
$2.82M - $3.31M
|
819K
$240M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
13.9KNew |
$2.82M - $3.31M
|
13.9K
$4.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
13.8KNew |
$2.81M - $3.3M
|
13.8K
$4.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
13.8KNew |
$2.81M - $3.29M
|
13.8K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
13.7K+ 103.68% |
$2.78M - $3.26M
|
26.9K
$7.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
13.7K+ 136.68% |
$2.78M - $3.26M
|
23.7K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
13.6K+ 2.87% |
$2.77M - $3.24M
|
489K
$143M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
13.6K+ 882.17% |
$2.76M - $3.24M
|
15.1K
$4.44M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
13.5KNew |
$2.75M - $3.22M
|
13.5K
$3.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
13.5KNew |
$2.73M - $3.2M
|
13.5K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 0.96% |
$2.69M - $3.16M
|
1.39M
$408M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
13.1KNew |
$2.65M - $3.11M
|
13.1K
$3.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
13K+ 6.96% |
$2.65M - $3.1M
|
200K
$58.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.9K+ 9.18% |
$2.62M - $3.08M
|
154K
$45M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12.7K+ 10.12% |
$2.58M - $3.03M
|
138K
$40.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.6K+ 11.22% |
$2.56M - $3M
|
125K
$36.6M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.5K+ 3.46% |
$2.55M - $2.99M
|
375K
$110M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.5KNew |
$2.54M - $2.98M
|
12.5K
$3.67M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.5KNew |
$2.53M - $2.97M
|
12.5K
$3.66M
|