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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
47.7K+ 8.43% |
$9.69M - $11.4M
|
613K
$184M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.6K+ 141.18% |
$9.66M - $11.3M
|
81.2K
$24.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
47.5K+ 54.43% |
$9.66M - $11.3M
|
135K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46.7K+ 11.66% |
$9.48M - $11.1M
|
447K
$134M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
45.9KNew |
$9.32M - $10.9M
|
45.9K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
45.5K+ 23.16% |
$9.25M - $10.8M
|
242K
$72.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
45.3KNew |
$9.2M - $10.8M
|
45.3K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45K+ 5.68% |
$9.15M - $10.7M
|
838K
$252M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
44.3K+ 1.2% |
$9M - $10.6M
|
3.74M
$1.12B
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
42.9KNew |
$8.72M - $10.2M
|
42.9K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.4KNew |
$8.4M - $9.85M
|
41.4K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
40.1K+ 22.81% |
$8.15M - $9.56M
|
216K
$64.9M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
37KNew |
$7.52M - $8.82M
|
37K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
36.4KNew |
$7.38M - $8.66M
|
36.4K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.3K+ 17.73% |
$7.38M - $8.66M
|
241K
$72.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
36.3KNew |
$7.37M - $8.65M
|
36.3K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
36.2KNew |
$7.35M - $8.63M
|
36.2K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
36.2KNew |
$7.35M - $8.62M
|
36.2K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
36K+ 51.45% |
$7.31M - $8.57M
|
106K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
35.7K+ 1.7% |
$7.25M - $8.5M
|
2.14M
$643M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
35.5KNew |
$7.21M - $8.45M
|
35.5K
$10.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
34.5K+ 1802.77% |
$7.01M - $8.22M
|
36.4K
$10.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
34.5KNew |
$7M - $8.22M
|
34.5K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.2KNew |
$6.95M - $8.15M
|
34.2K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34.1K+ 59.5% |
$6.94M - $8.14M
|
91.5K
$27.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
33KNew |
$6.71M - $7.87M
|
33K
$9.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33K+ 5.25% |
$6.71M - $7.87M
|
662K
$199M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
32.5K+ 5.77% |
$6.59M - $7.73M
|
595K
$179M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
31.8KNew |
$6.47M - $7.58M
|
31.8K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5K+ 1.32% |
$6.4M - $7.51M
|
2.42M
$726M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
31.5K+ 2.53% |
$6.4M - $7.5M
|
1.28M
$383M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
31.3K+ 62.51% |
$6.35M - $7.45M
|
81.3K
$24.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31.2K+ 3.0% |
$6.33M - $7.43M
|
1.07M
$322M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
31KNew |
$6.3M - $7.39M
|
31K
$9.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
31KNew |
$6.29M - $7.37M
|
31K
$9.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
30.5K+ 8.85% |
$6.2M - $7.27M
|
376K
$113M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29.8K+ 8.78% |
$6.05M - $7.09M
|
369K
$111M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.3K+ 37.29% |
$5.95M - $6.98M
|
108K
$32.4M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29.1KNew |
$5.9M - $6.93M
|
29.1K
$8.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
28.9K+ 22.49% |
$5.88M - $6.89M
|
158K
$47.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
28.9K+ 30.6% |
$5.88M - $6.89M
|
123K
$37.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
28.9K+ 816.32% |
$5.86M - $6.88M
|
32.4K
$9.73M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28.2KNew |
$5.74M - $6.73M
|
28.2K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
28.1KNew |
$5.71M - $6.69M
|
28.1K
$8.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
27.9K+ 19.84% |
$5.66M - $6.64M
|
168K
$50.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
27.6KNew |
$5.6M - $6.57M
|
27.6K
$8.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$5.55M - $6.51M
|
27.3K
$8.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
27.3KNew |
$5.55M - $6.51M
|
27.3K
$8.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
27.2K+ 17.77% |
$5.53M - $6.49M
|
181K
$54.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
26.2K+ 77.85% |
$5.33M - $6.25M
|
59.9K
$18M
|