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 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10K- 2.81% |
$2.03M - $2.39M
|
346K
$104M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1K- 29.03% |
$2.05M - $2.4M
|
24.7K
$7.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.2K- 0.71% |
$2.06M - $2.42M
|
1.42M
$428M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 8.17% |
$2.08M - $2.44M
|
115K
$34.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 12.98% |
$2.08M - $2.44M
|
68.7K
$20.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.6K- 19.18% |
$2.15M - $2.53M
|
44.7K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.7K- 21.52% |
$2.18M - $2.55M
|
39.1K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-10.8K- 1.4% |
$2.19M - $2.57M
|
757K
$227M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.8K- 47.41% |
$2.2M - $2.58M
|
12K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 23.26% |
$2.21M - $2.59M
|
35.8K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-10.9K- 10.88% |
$2.22M - $2.61M
|
89.6K
$26.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11K- 35.2% |
$2.24M - $2.63M
|
20.3K
$6.1M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11.1K- 77.76% |
$2.25M - $2.64M
|
3.17K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 20.49% |
$2.38M - $2.79M
|
45.5K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12K- 36.03% |
$2.45M - $2.87M
|
21.4K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 17.73% |
$2.52M - $2.96M
|
57.6K
$17.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.7K- 1.46% |
$2.57M - $3.02M
|
857K
$258M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-13.4K- 94.92% |
$2.72M - $3.19M
|
716
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-13.4K- 23.65% |
$2.73M - $3.2M
|
43.4K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-13.9K- 2.9% |
$2.83M - $3.32M
|
467K
$140M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-14.2K- 6.17% |
$2.88M - $3.38M
|
216K
$64.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.3K- 0.9% |
$2.91M - $3.41M
|
1.58M
$476M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.4K- 4.83% |
$2.92M - $3.43M
|
283K
$85.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-14.5K- 2.88% |
$2.94M - $3.45M
|
487K
$146M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-15K- 2.17% |
$3.04M - $3.57M
|
674K
$202M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-15.1K- 3.16% |
$3.06M - $3.59M
|
462K
$139M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15.7K- 38.94% |
$3.2M - $3.75M
|
24.7K
$7.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-15.9K- 1.34% |
$3.24M - $3.8M
|
1.17M
$352M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.3K- 42.63% |
$3.51M - $4.12M
|
23.3K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-17.4K- 1.77% |
$3.54M - $4.15M
|
966K
$290M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-17.5K- 46.04% |
$3.55M - $4.16M
|
20.5K
$6.15M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-17.7K- 15.27% |
$3.6M - $4.23M
|
98.5K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18.2K- 43.39% |
$3.7M - $4.34M
|
23.7K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.9K- 1.46% |
$3.85M - $4.51M
|
1.27M
$383M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-19.1K- 12.74% |
$3.88M - $4.55M
|
131K
$39.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-19.5K- 5.83% |
$3.97M - $4.65M
|
316K
$94.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-20K- 25.08% |
$4.07M - $4.77M
|
59.8K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-20.8K- 82.28% |
$4.22M - $4.96M
|
4.48K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20.9K- 21.81% |
$4.25M - $4.99M
|
75.1K
$22.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.3K- 2.23% |
$4.33M - $5.08M
|
936K
$281M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-21.8K- 11.22% |
$4.43M - $5.2M
|
173K
$51.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-22.1K- 12.7% |
$4.48M - $5.26M
|
152K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-23.1K- 3.99% |
$4.69M - $5.5M
|
556K
$167M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.5K- 85.25% |
$4.98M - $5.85M
|
4.25K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-25.7K- 1.86% |
$5.23M - $6.13M
|
1.36M
$409M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-26.2K- 19.66% |
$5.33M - $6.25M
|
107K
$32.2M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28.1K- 23.71% |
$5.72M - $6.7M
|
90.5K
$27.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.7K- 4.34% |
$5.84M - $6.85M
|
633K
$190M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-28.9K- 58.9% |
$5.87M - $6.88M
|
20.2K
$6.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-29.8K- 12.7% |
$6.05M - $7.09M
|
205K
$61.5M
|