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 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
100K+ 45.6% |
$20.3M - $23.8M
|
319K
$96.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Oikos Holdings LLC
|
BUY
|
- |
98.5K+ 37.13% |
$20M - $23.5M
|
364K
$110M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
97.9KNew |
$19.9M - $23.3M
|
97.9K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
97.8KNew |
$19.9M - $23.3M
|
97.8K
$29.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
97KNew |
$19.7M - $23.1M
|
97K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
96.8KNew |
$19.7M - $23.1M
|
96.8K
$29.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96.5KNew |
$19.6M - $23M
|
96.5K
$29.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
96.1KNew |
$19.5M - $22.9M
|
96.1K
$29M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
95.1KNew |
$19.3M - $22.7M
|
95.1K
$28.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
90.8K+ 12.18% |
$18.4M - $21.6M
|
836K
$252M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
90.4K+ 22.25% |
$18.4M - $21.5M
|
497K
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
88.8KNew |
$18M - $21.2M
|
88.8K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.7K+ 4033.41% |
$18M - $21.1M
|
90.9K
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
82.2KNew |
$16.7M - $19.6M
|
82.2K
$24.8M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
81.7KNew |
$16.6M - $19.5M
|
81.7K
$24.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
81.3K+ 423.52% |
$16.5M - $19.4M
|
101K
$30.3M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
81.1KNew |
$16.5M - $19.3M
|
81.1K
$24.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80.5KNew |
$16.4M - $19.2M
|
80.5K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
BUY
|
- |
80.4K+ 60.69% |
$16.3M - $19.1M
|
213K
$64.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.6K+ 3.78% |
$16.2M - $19M
|
2.19M
$660M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.7K+ 40.46% |
$15.6M - $18.3M
|
266K
$80.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
76.1KNew |
$15.5M - $18.1M
|
76.1K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
76.1K+ 229.72% |
$15.5M - $18.1M
|
109K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
74.3K+ 370.08% |
$15.1M - $17.7M
|
94.3K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
73.7K+ 6.66% |
$15M - $17.6M
|
1.18M
$356M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
73.4KNew |
$14.9M - $17.5M
|
73.4K
$22.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.2K+ 9.36% |
$14.9M - $17.4M
|
854K
$258M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
71.6KNew |
$14.5M - $17.1M
|
71.6K
$21.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
71KNew |
$14.4M - $16.9M
|
71K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
69.2KNew |
$14.1M - $16.5M
|
69.2K
$20.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
65.9K+ 1.12% |
$13.4M - $15.7M
|
5.95M
$1.79B
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
65.8KNew |
$13.4M - $15.7M
|
65.8K
$19.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
65.6KNew |
$13.3M - $15.6M
|
65.6K
$19.8M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
63.3K+ 28.76% |
$12.9M - $15.1M
|
283K
$85.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.1K+ 3.3% |
$12.8M - $15M
|
1.97M
$595M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.9K+ 2.64% |
$12.8M - $15M
|
2.45M
$738M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 0.47% |
$12.6M - $14.7M
|
13.3M
$4B
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60.9K+ 30.35% |
$12.4M - $14.5M
|
261K
$78.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
60.7K+ 8.79% |
$12.3M - $14.5M
|
752K
$227M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
60.4K+ 19.27% |
$12.3M - $14.4M
|
374K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.6K+ 4.14% |
$12.1M - $14.2M
|
1.5M
$453M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
59.3K+ 109.36% |
$12M - $14.1M
|
114K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
59.3KNew |
$12M - $14.1M
|
59.3K
$17.9M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
58.7K+ 15.54% |
$11.9M - $14M
|
437K
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57K+ 16.12% |
$11.6M - $13.6M
|
411K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
56.8KNew |
$11.5M - $13.5M
|
56.8K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
49.9K+ 5.3% |
$10.1M - $11.9M
|
992K
$299M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
49.8K+ 116.91% |
$10.1M - $11.9M
|
92.4K
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48.1KNew |
$9.76M - $11.4M
|
48.1K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
47.8K+ 16.19% |
$9.71M - $11.4M
|
343K
$104M
|