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 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.15K+ 533.47% |
$1.05M - $1.23M
|
6.11K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.13K+ 1.79% |
$1.04M - $1.22M
|
292K
$87.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.13K+ 9.7% |
$1.04M - $1.22M
|
58.1K
$17.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.1K+ 24.08% |
$1.04M - $1.22M
|
26.3K
$7.89M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.09K+ 0.24% |
$1.03M - $1.21M
|
2.14M
$643M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.06K+ 18.54% |
$1.03M - $1.2M
|
32.3K
$9.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5.05K+ 6.96% |
$1.03M - $1.2M
|
77.6K
$23.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.04K+ 11.29% |
$1.02M - $1.2M
|
49.6K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.03K+ 1.64% |
$1.02M - $1.2M
|
311K
$93.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.02K+ 26.53% |
$1.02M - $1.2M
|
23.9K
$7.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.94K+ 1.99% |
$1M - $1.18M
|
253K
$76.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.91K+ 29.91% |
$997K - $1.17M
|
21.3K
$6.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.88K+ 8.69% |
$991K - $1.16M
|
61K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
4.84K+ 4.62% |
$984K - $1.15M
|
110K
$32.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.81KNew |
$977K - $1.15M
|
4.81K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
4.8K+ 3.64% |
$975K - $1.14M
|
137K
$41M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.8KNew |
$975K - $1.14M
|
4.8K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.75K+ 53.47% |
$965K - $1.13M
|
13.6K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.75K+ 6.76% |
$964K - $1.13M
|
74.9K
$22.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.73K+ 102.87% |
$962K - $1.13M
|
9.34K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.69KNew |
$952K - $1.12M
|
4.69K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
4.67KNew |
$948K - $1.11M
|
4.67K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.63KNew |
$939K - $1.1M
|
4.63K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 33.49% |
$930K - $1.09M
|
18.3K
$5.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.5K+ 8.83% |
$914K - $1.07M
|
55.4K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.47K+ 0.26% |
$908K - $1.07M
|
1.71M
$513M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4.47K+ 2.02% |
$907K - $1.06M
|
225K
$67.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.46KNew |
$906K - $1.06M
|
4.46K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.45K+ 45.58% |
$903K - $1.06M
|
14.2K
$4.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.43K+ 5.56% |
$900K - $1.06M
|
84.1K
$25.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.36K+ 301.94% |
$886K - $1.04M
|
5.8K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.36K+ 44.03% |
$885K - $1.04M
|
14.2K
$4.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.34K+ 3.4% |
$882K - $1.03M
|
132K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.33K+ 76.16% |
$878K - $1.03M
|
10K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.31K+ 16.61% |
$875K - $1.03M
|
30.2K
$9.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
4.3K+ 11.35% |
$873K - $1.02M
|
42.2K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.26K+ 170.03% |
$865K - $1.02M
|
6.77K
$2.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.25KNew |
$863K - $1.01M
|
4.25K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.22K+ 14.56% |
$857K - $1M
|
33.2K
$9.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.2K+ 240.02% |
$853K - $1M
|
5.95K
$1.79M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.18KNew |
$848K - $995K
|
4.18K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.16K+ 0.14% |
$845K - $991K
|
2.95M
$887M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.16K+ 3.79% |
$845K - $991K
|
114K
$34.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.15K+ 4.44% |
$843K - $988K
|
97.5K
$29.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.12K+ 4.82% |
$837K - $982K
|
89.6K
$26.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.04KNew |
$821K - $963K
|
4.04K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.02K+ 6.57% |
$817K - $958K
|
65.2K
$19.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.02K+ 17.96% |
$816K - $958K
|
26.4K
$7.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.02K+ 3.26% |
$816K - $958K
|
127K
$38.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.02K+ 5.46% |
$816K - $957K
|
77.6K
$23.3M
|