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 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.95K+ 156.23% |
$1.41M - $1.66M
|
11.4K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
6.94K+ 954.75% |
$1.41M - $1.65M
|
7.67K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.79K+ 4.03% |
$1.38M - $1.62M
|
175K
$52.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.72K+ 10.01% |
$1.37M - $1.6M
|
73.9K
$22.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.72K+ 43.94% |
$1.36M - $1.6M
|
22K
$6.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.71K+ 127.81% |
$1.36M - $1.6M
|
12K
$3.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.63K+ 5.1% |
$1.35M - $1.58M
|
137K
$41M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.53K+ 21.68% |
$1.33M - $1.56M
|
36.7K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.52K+ 7.22% |
$1.33M - $1.55M
|
96.9K
$29.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.52K+ 3.11% |
$1.32M - $1.55M
|
216K
$64.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.45KNew |
$1.31M - $1.54M
|
6.45K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.4K+ 3.3% |
$1.3M - $1.52M
|
200K
$60.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.37KNew |
$1.29M - $1.52M
|
6.37K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.36K+ 17.19% |
$1.29M - $1.52M
|
43.4K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.36KNew |
$1.29M - $1.52M
|
6.36K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.29K+ 5.91% |
$1.28M - $1.5M
|
113K
$33.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.29K+ 67.53% |
$1.28M - $1.5M
|
15.6K
$4.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.29KNew |
$1.28M - $1.5M
|
6.29K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
6.2KNew |
$1.26M - $1.48M
|
6.2K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
6.19KNew |
$1.26M - $1.47M
|
6.19K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
6.14K+ 59.29% |
$1.25M - $1.46M
|
16.5K
$4.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
6.12KNew |
$1.24M - $1.46M
|
6.12K
$1.83M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.08K+ 12.17% |
$1.24M - $1.45M
|
56.1K
$16.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.03KNew |
$1.23M - $1.44M
|
6.03K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.03K+ 1.68% |
$1.23M - $1.44M
|
364K
$109M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
6.02K+ 551.7% |
$1.22M - $1.43M
|
7.11K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.99K+ 13.61% |
$1.22M - $1.43M
|
50K
$15M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.98KNew |
$1.22M - $1.43M
|
5.98K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
5.9KNew |
$1.2M - $1.41M
|
5.9K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
5.84K+ 81.6% |
$1.19M - $1.39M
|
13K
$3.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.84KNew |
$1.19M - $1.39M
|
5.84K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.81K+ 0.37% |
$1.18M - $1.38M
|
1.56M
$468M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.79K+ 21.7% |
$1.18M - $1.38M
|
32.5K
$9.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.69K+ 11.21% |
$1.16M - $1.36M
|
56.5K
$16.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.69K+ 89.14% |
$1.16M - $1.36M
|
12.1K
$3.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.69KNew |
$1.15M - $1.35M
|
5.69K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.64K+ 11.75% |
$1.15M - $1.34M
|
53.6K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.61K+ 21.53% |
$1.14M - $1.34M
|
31.7K
$9.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.59K+ 4.85% |
$1.14M - $1.33M
|
121K
$36.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.47K+ 80.49% |
$1.11M - $1.3M
|
12.3K
$3.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.36K+ 433.95% |
$1.09M - $1.28M
|
6.59K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
5.32K+ 12.4% |
$1.08M - $1.27M
|
48.2K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.32K+ 323.33% |
$1.08M - $1.27M
|
6.97K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.3KNew |
$1.08M - $1.26M
|
5.3K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.28K+ 2.89% |
$1.07M - $1.26M
|
188K
$56.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
5.26KNew |
$1.07M - $1.25M
|
5.26K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.22K+ 115.44% |
$1.06M - $1.24M
|
9.74K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.22K+ 2.68% |
$1.06M - $1.24M
|
200K
$59.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
5.2KNew |
$1.06M - $1.24M
|
5.2K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.2K+ 2.59% |
$1.06M - $1.24M
|
206K
$61.8M
|