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 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.16K+ 1.83% |
$1.86M - $2.18M
|
510K
$149M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.15K+ 98.19% |
$1.86M - $2.18M
|
18.5K
$5.41M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9.14KNew |
$1.86M - $2.18M
|
9.14K
$2.68M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.13K+ 36.26% |
$1.85M - $2.17M
|
34.3K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.1K+ 6.12% |
$1.85M - $2.17M
|
158K
$46.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.06KNew |
$1.84M - $2.16M
|
9.06K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
9.05K+ 2.35% |
$1.84M - $2.16M
|
394K
$115M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9K+ 27.86% |
$1.83M - $2.14M
|
41.3K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.92K+ 90.74% |
$1.81M - $2.13M
|
18.8K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.91KNew |
$1.81M - $2.12M
|
8.91K
$2.61M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.81KNew |
$1.79M - $2.1M
|
8.81K
$2.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.8KNew |
$1.79M - $2.1M
|
8.8K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
8.74K+ 15.29% |
$1.78M - $2.08M
|
65.9K
$19.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.72K+ 41.75% |
$1.77M - $2.08M
|
29.6K
$8.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.69K+ 2.24% |
$1.77M - $2.07M
|
398K
$116M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.69K+ 1.03% |
$1.76M - $2.07M
|
856K
$251M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
8.68K+ 91.53% |
$1.76M - $2.07M
|
18.2K
$5.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.65K+ 32.66% |
$1.76M - $2.06M
|
35.1K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8.62KNew |
$1.75M - $2.05M
|
8.62K
$2.53M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.52KNew |
$1.73M - $2.03M
|
8.52K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
8.47K+ 8.66% |
$1.72M - $2.02M
|
106K
$31.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
8.47K+ 5.03% |
$1.72M - $2.02M
|
177K
$51.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8.43K+ 17.08% |
$1.71M - $2.01M
|
57.8K
$16.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
8.31K+ 4.18% |
$1.69M - $1.98M
|
207K
$60.6M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.3KNew |
$1.69M - $1.98M
|
8.3K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
8.29K+ 11.46% |
$1.68M - $1.97M
|
80.6K
$23.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.29KNew |
$1.68M - $1.97M
|
8.29K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.27K+ 1.3% |
$1.68M - $1.97M
|
647K
$189M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
8.25KNew |
$1.68M - $1.97M
|
8.25K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
8.18K+ 11.56% |
$1.66M - $1.95M
|
78.9K
$23.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
8.17K+ 968.13% |
$1.66M - $1.95M
|
9.02K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.02K+ 1.27% |
$1.63M - $1.91M
|
640K
$188M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.02KNew |
$1.63M - $1.91M
|
8.02K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8K+ 11.26% |
$1.62M - $1.91M
|
79K
$23.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7.96KNew |
$1.62M - $1.9M
|
7.96K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.78K+ 4.0% |
$1.58M - $1.85M
|
202K
$59.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.74K+ 3.32% |
$1.57M - $1.84M
|
241K
$70.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.72KNew |
$1.57M - $1.84M
|
7.72K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
7.71KNew |
$1.57M - $1.84M
|
7.71K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.63K+ 1.68% |
$1.55M - $1.82M
|
462K
$135M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.37K+ 55.41% |
$1.5M - $1.76M
|
20.7K
$6.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.27K+ 20.06% |
$1.48M - $1.73M
|
43.5K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.26K+ 103.16% |
$1.47M - $1.73M
|
14.3K
$4.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.09K+ 90.1% |
$1.44M - $1.69M
|
15K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.05K+ 24.65% |
$1.43M - $1.68M
|
35.7K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.03K+ 37.01% |
$1.43M - $1.67M
|
26K
$7.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.02K+ 18.51% |
$1.43M - $1.67M
|
44.9K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7.02K+ 23.31% |
$1.43M - $1.67M
|
37.1K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.99K+ 15.78% |
$1.42M - $1.66M
|
51.3K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.99K+ 1.0% |
$1.42M - $1.66M
|
707K
$207M
|