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 |
---|---|---|---|---|---|---|---|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13M+ 49.99% |
$2.63B - $3.09B
|
38.9M
$11.7B
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9M+ 10578.26% |
$1.83B - $2.15B
|
9.09M
$2.73B
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.67M+ 552.75% |
$948M - $1.11B
|
5.51M
$1.66B
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.29M+ 100.56% |
$669M - $785M
|
6.57M
$1.97B
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.33MNew |
$270M - $317M
|
1.33M
$400M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
789K+ 21.84% |
$160M - $188M
|
4.4M
$1.32B
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
651KNew |
$132M - $155M
|
651K
$196M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
606K+ 5.35% |
$123M - $144M
|
11.9M
$3.58B
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
540K+ 4.0% |
$110M - $129M
|
14M
$4.22B
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
515KNew |
$105M - $123M
|
515K
$155M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
505K+ 618.69% |
$103M - $120M
|
587K
$176M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
494K+ 43.07% |
$100M - $118M
|
1.64M
$493M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
489K+ 40573.86% |
$99.3M - $116M
|
490K
$147M
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
483KNew |
$98M - $115M
|
483K
$145M
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
476K+ 23.0% |
$96.6M - $113M
|
2.54M
$764M
|
|
Feb 02, 2024
Q4 2023
|
Lhm, Inc.
Sandy, UT |
BUY
|
- |
445KNew |
$90.4M - $106M
|
445K
$134M
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
421KNew |
$85.5M - $100M
|
421K
$126M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
418K+ 102.47% |
$84.9M - $99.5M
|
826K
$248M
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
338KNew |
$68.6M - $80.5M
|
338K
$101M
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
304KNew |
$61.8M - $72.5M
|
304K
$91.5M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270K+ 4.65% |
$54.8M - $64.3M
|
6.07M
$1.82B
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
248KNew |
$50.4M - $59.1M
|
248K
$74.5M
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
248KNew |
$50.4M - $59.1M
|
248K
$74.5M
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
243KNew |
$49.4M - $57.9M
|
243K
$73.1M
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
228KNew |
$46.3M - $54.3M
|
228K
$68.4M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
223K+ 8.97% |
$45.2M - $53M
|
2.7M
$812M
|
|
Feb 08, 2024
Q4 2023
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
209K+ 38.8% |
$42.5M - $49.8M
|
748K
$225M
|
|
Feb 02, 2024
Q4 2023
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
206KNew |
$41.9M - $49.2M
|
206K
$62M
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
196K+ 319.64% |
$39.9M - $46.8M
|
258K
$77.4M
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
192K+ 12.33% |
$39.1M - $45.8M
|
1.75M
$527M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
190K+ 1.32% |
$38.6M - $45.3M
|
14.6M
$4.38B
|
|
Feb 14, 2024
Q4 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
180KNew |
$36.5M - $42.8M
|
180K
$54M
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
179K+ 16.21% |
$36.4M - $42.7M
|
1.28M
$386M
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
179KNew |
$36.3M - $42.5M
|
179K
$53.7M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
173KNew |
$35.2M - $41.3M
|
173K
$52.1M
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
165KNew |
$33.5M - $39.3M
|
165K
$49.5M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
159K+ 4.03% |
$32.3M - $37.9M
|
4.11M
$1.23B
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
152K+ 1.91% |
$30.9M - $36.3M
|
8.14M
$2.45B
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
146K+ 25.94% |
$29.6M - $34.7M
|
708K
$213M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
137KNew |
$27.8M - $32.6M
|
137K
$41.1M
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
133KNew |
$27.1M - $31.8M
|
133K
$40.1M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
133K+ 1.39% |
$27M - $31.7M
|
9.69M
$2.91B
|
|
Jan 03, 2024
Q4 2023
|
Gp Brinson Investments LLC
|
BUY
|
- |
128K+ 58.32% |
$26M - $30.5M
|
348K
$105M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
121K+ 14.63% |
$24.7M - $28.9M
|
951K
$286M
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
117KNew |
$23.8M - $27.9M
|
117K
$35.2M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
114K+ 31.98% |
$23.1M - $27.1M
|
470K
$141M
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
112KNew |
$22.8M - $26.8M
|
112K
$33.8M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
108K+ 3.18% |
$22M - $25.8M
|
3.52M
$1.06B
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
105K+ 360.06% |
$21.4M - $25.1M
|
134K
$40.4M
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
101KNew |
$20.6M - $24.2M
|
101K
$30.5M
|