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 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2.55K+ 7.55% |
$518K - $608K
|
36.3K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.54K+ 14.79% |
$516K - $606K
|
19.7K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.54KNew |
$515K - $604K
|
2.54K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.53K+ 7.3% |
$513K - $602K
|
37.1K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.51KNew |
$510K - $598K
|
2.51K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.49K+ 13.45% |
$505K - $593K
|
21K
$6.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.48K+ 53.19% |
$504K - $592K
|
7.15K
$2.16M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.48K+ 53.19% |
$504K - $592K
|
7.15K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.48K+ 10.57% |
$503K - $590K
|
25.9K
$7.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.46K+ 48.41% |
$500K - $586K
|
7.54K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
2.45KNew |
$498K - $585K
|
2.45K
$742K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.44K+ 7.43% |
$496K - $581K
|
35.3K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.43K+ 36.0% |
$493K - $579K
|
9.18K
$2.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.42K+ 38.25% |
$492K - $577K
|
8.75K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.39KNew |
$486K - $570K
|
2.39K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.38K+ 2.24% |
$484K - $568K
|
109K
$32.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.37KNew |
$482K - $565K
|
2.37K
$717K
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
2.36KNew |
$479K - $562K
|
2.36K
$714K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.35K+ 6.98% |
$477K - $559K
|
36K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 10.01% |
$475K - $557K
|
25.7K
$7.77M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$473K - $555K
|
2.33K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$468K - $548K
|
2.3K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.27K+ 141.36% |
$462K - $542K
|
3.88K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27K+ 3.34% |
$461K - $541K
|
70.1K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.25KNew |
$457K - $537K
|
2.25K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.24K+ 2.69% |
$455K - $533K
|
85.6K
$25.9M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.23K+ 115.34% |
$452K - $530K
|
4.15K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
2.2K+ 16.68% |
$447K - $525K
|
15.4K
$4.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.19K+ 25.77% |
$444K - $521K
|
10.7K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.18K+ 1.27% |
$444K - $520K
|
174K
$52.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.18KNew |
$442K - $518K
|
2.18K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$435K - $511K
|
2.14K
$648K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.12KNew |
$431K - $505K
|
2.12K
$641K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$429K - $503K
|
2.11K
$638K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
2.09KNew |
$425K - $498K
|
2.09K
$633K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.09K+ 4.42% |
$424K - $497K
|
49.3K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.08KNew |
$423K - $496K
|
2.08K
$630K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.07K+ 17.39% |
$421K - $494K
|
14K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.07K+ 68.85% |
$421K - $493K
|
5.08K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.07K+ 15.9% |
$420K - $493K
|
15.1K
$4.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.06K+ 2.5% |
$419K - $491K
|
84.5K
$25.6M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
2.05K+ 7.85% |
$416K - $487K
|
28.1K
$8.51M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.04KNew |
$415K - $487K
|
2.04K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.03K+ 1.27% |
$413K - $484K
|
163K
$49.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.01K+ 99.41% |
$409K - $479K
|
4.04K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.99K+ 1.91% |
$405K - $475K
|
106K
$32.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.99KNew |
$404K - $474K
|
1.99K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.98K+ 6.92% |
$403K - $472K
|
30.6K
$9.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 3.61% |
$402K - $471K
|
56.8K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.97KNew |
$400K - $469K
|
1.97K
$596K
|