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 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-19.1K- 12.74% |
$3.88M - $4.55M
|
131K
$38.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-19.5K- 5.83% |
$3.97M - $4.65M
|
316K
$92.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-20K- 25.08% |
$4.07M - $4.77M
|
59.8K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-20.8K- 82.28% |
$4.22M - $4.96M
|
4.48K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20.9K- 21.81% |
$4.25M - $4.99M
|
75.1K
$22M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.3K- 2.23% |
$4.33M - $5.08M
|
936K
$274M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-21.8K- 11.22% |
$4.43M - $5.2M
|
173K
$50.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-22.1K- 12.7% |
$4.48M - $5.26M
|
152K
$44.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-23.1K- 3.99% |
$4.69M - $5.5M
|
556K
$163M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.5K- 85.25% |
$4.98M - $5.85M
|
4.25K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-25.7K- 1.86% |
$5.23M - $6.13M
|
1.36M
$399M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-26.2K- 19.66% |
$5.33M - $6.25M
|
107K
$31.4M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28.1K- 23.71% |
$5.72M - $6.7M
|
90.5K
$26.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.7K- 4.34% |
$5.84M - $6.85M
|
633K
$185M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-28.9K- 58.9% |
$5.87M - $6.88M
|
20.2K
$5.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-29.8K- 12.7% |
$6.05M - $7.09M
|
205K
$60M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30.1K- 3.6% |
$6.11M - $7.17M
|
806K
$236M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-30.4K- 7.81% |
$6.17M - $7.23M
|
358K
$105M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.9K- 6.87% |
$7.89M - $9.26M
|
526K
$154M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-40.6K- 5.56% |
$8.25M - $9.68M
|
690K
$202M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-42.2K- 94.8% |
$8.57M - $10.1M
|
2.32K
$678K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-42.5K- 95.41% |
$8.62M - $10.1M
|
2.04K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-42.9K- 9.66% |
$8.71M - $10.2M
|
401K
$117M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.2K- 2.98% |
$8.78M - $10.3M
|
1.41M
$412M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-51K- 97.58% |
$10.4M - $12.2M
|
1.27K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-55.3K- 17.27% |
$11.2M - $13.2M
|
265K
$77.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-58.6K- 15.2% |
$11.9M - $14M
|
327K
$95.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-61.3K- 35.46% |
$12.5M - $14.6M
|
112K
$32.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62.8K- 38.95% |
$12.8M - $15M
|
98.4K
$28.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-63.3K- 64.7% |
$12.8M - $15.1M
|
34.5K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-64K- 7.09% |
$13M - $15.3M
|
839K
$246M
|
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
SELL
|
- |
-65K- 16.53% |
$13.2M - $15.5M
|
328K
$96.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-66.6K- 13.18% |
$13.5M - $15.9M
|
438K
$128M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-68.5KClosed |
$13.9M - $16.3M
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 80.46% |
$16.1M - $18.8M
|
19.2K
$5.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-92.4K- 91.64% |
$18.8M - $22M
|
8.43K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-95.1K- 21.88% |
$19.3M - $22.7M
|
340K
$99.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-102K- 24.07% |
$20.7M - $24.3M
|
322K
$94.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-105K- 63.99% |
$21.3M - $25M
|
59K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-106K- 19.15% |
$21.5M - $25.2M
|
447K
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-118K- 0.4% |
$24M - $28.1M
|
29.5M
$8.65B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-124K- 45.28% |
$25.1M - $29.5M
|
150K
$43.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-125K- 44.48% |
$25.3M - $29.7M
|
155K
$45.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-136K- 28.8% |
$27.6M - $32.4M
|
337K
$98.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-209K- 13.53% |
$42.4M - $49.7M
|
1.33M
$390M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-356K- 4.27% |
$72.4M - $84.9M
|
7.99M
$2.34B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-443K- 3.58% |
$90M - $106M
|
11.9M
$3.49B
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-451K- 70.15% |
$91.5M - $107M
|
192K
$56.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-471K- 34.02% |
$95.7M - $112M
|
914K
$268M
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-590K- 11.72% |
$120M - $141M
|
4.44M
$1.3B
|