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
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.5KNew |
$2.54M - $2.98M
|
12.5K
$3.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.5KNew |
$2.53M - $2.97M
|
12.5K
$3.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
12.4K+ 87.69% |
$2.53M - $2.96M
|
26.6K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 39.48% |
$2.52M - $2.96M
|
43.9K
$13.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12.4KNew |
$2.52M - $2.96M
|
12.4K
$3.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12.3K+ 4.55% |
$2.49M - $2.92M
|
282K
$84.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
12.3K+ 78.74% |
$2.49M - $2.92M
|
27.8K
$8.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2K+ 359.13% |
$2.48M - $2.91M
|
15.6K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12.2KNew |
$2.48M - $2.9M
|
12.2K
$3.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.1K+ 8.55% |
$2.46M - $2.89M
|
154K
$45.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.8K+ 4.34% |
$2.4M - $2.82M
|
285K
$84.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7K+ 23.2% |
$2.37M - $2.78M
|
62.1K
$18.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 45.18% |
$2.37M - $2.77M
|
37.4K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.6K+ 6.15% |
$2.37M - $2.77M
|
201K
$59.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.6K+ 95.78% |
$2.36M - $2.77M
|
23.8K
$7.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
11.6K+ 290.96% |
$2.36M - $2.77M
|
15.6K
$4.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.6KNew |
$2.35M - $2.76M
|
11.6K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
11.5K+ 4.36% |
$2.34M - $2.74M
|
275K
$82.2M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$2.33M - $2.73M
|
11.5K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11.3K+ 14.43% |
$2.3M - $2.7M
|
89.8K
$26.8M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.3K+ 2.4% |
$2.3M - $2.69M
|
483K
$144M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 160.62% |
$2.29M - $2.69M
|
18.3K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.2K+ 12.39% |
$2.28M - $2.67M
|
102K
$30.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
11.2K+ 13.78% |
$2.27M - $2.66M
|
92.3K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.1KNew |
$2.26M - $2.65M
|
11.1K
$3.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11K+ 5.75% |
$2.23M - $2.62M
|
202K
$60.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11K+ 5.09% |
$2.23M - $2.61M
|
226K
$67.5M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$2.22M - $2.6M
|
10.9K
$3.25M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.8KNew |
$2.19M - $2.57M
|
10.8K
$3.21M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.7KNew |
$2.18M - $2.56M
|
10.7K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.6K+ 3.06% |
$2.16M - $2.53M
|
358K
$107M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 228.51% |
$2.15M - $2.53M
|
15.2K
$4.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
10.6K+ 2.85% |
$2.15M - $2.52M
|
382K
$114M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.5K+ 7.55% |
$2.14M - $2.51M
|
150K
$44.8M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
10.5KNew |
$2.13M - $2.5M
|
10.5K
$3.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10.3K+ 30.63% |
$2.1M - $2.46M
|
44.1K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
10.3K+ 1.91% |
$2.1M - $2.46M
|
552K
$165M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
10.2K+ 5.4% |
$2.06M - $2.42M
|
198K
$59.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2K+ 5.98% |
$2.06M - $2.42M
|
180K
$53.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
10K+ 28.15% |
$2.03M - $2.38M
|
45.6K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10K+ 9.95% |
$2.03M - $2.38M
|
110K
$33M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
10K+ 58.4% |
$2.03M - $2.38M
|
27.1K
$8.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.98KNew |
$2.03M - $2.38M
|
9.98K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.9KNew |
$2.01M - $2.36M
|
9.9K
$2.95M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.78KNew |
$1.99M - $2.33M
|
9.78K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.58K+ 2.93% |
$1.95M - $2.28M
|
337K
$100M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
9.58K+ 1.08% |
$1.95M - $2.28M
|
899K
$268M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.58K+ 6.64% |
$1.95M - $2.28M
|
154K
$45.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9.55K+ 5.45% |
$1.94M - $2.28M
|
185K
$55.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9.5K+ 13.31% |
$1.93M - $2.26M
|
80.8K
$24.1M
|