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 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 3.61% |
$402K - $471K
|
56.8K
$16.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.97KNew |
$400K - $469K
|
1.97K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.97K+ 135.24% |
$399K - $468K
|
3.42K
$982K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.95KNew |
$396K - $465K
|
1.95K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.94K+ 2.17% |
$394K - $462K
|
91.4K
$26.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.93K+ 24.19% |
$392K - $460K
|
9.92K
$2.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.93K+ 38.2% |
$391K - $459K
|
6.97K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.93K+ 48.27% |
$391K - $459K
|
5.92K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.93K+ 6.99% |
$391K - $459K
|
29.5K
$8.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.92KNew |
$390K - $457K
|
1.92K
$551K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.92K+ 19.15% |
$389K - $456K
|
11.9K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.92KNew |
$389K - $456K
|
1.92K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.91KNew |
$388K - $455K
|
1.91K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.9KNew |
$386K - $452K
|
1.9K
$546K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.9K+ 35.12% |
$385K - $452K
|
7.3K
$2.1M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.89KNew |
$385K - $451K
|
1.89K
$544K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
1.88KNew |
$383K - $449K
|
1.88K
$541K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$382K - $448K
|
1.88K
$540K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.88K+ 1.08% |
$382K - $448K
|
176K
$50.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.88K+ 7.44% |
$382K - $448K
|
27.1K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.87K+ 31.08% |
$379K - $445K
|
7.87K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.86K+ 4.22% |
$377K - $442K
|
45.8K
$13.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.86K+ 10.24% |
$377K - $442K
|
20K
$5.74M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.85KNew |
$376K - $441K
|
1.85K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.85K+ 5.02% |
$375K - $440K
|
38.6K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.83KNew |
$372K - $436K
|
1.83K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.82KNew |
$370K - $434K
|
1.82K
$523K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.82K+ 63.2% |
$369K - $433K
|
4.69K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 6.97% |
$365K - $428K
|
27.6K
$7.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.79K+ 2.07% |
$363K - $426K
|
88.3K
$25.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.78K+ 12.85% |
$361K - $423K
|
15.6K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.78K+ 26.34% |
$361K - $423K
|
8.52K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.77K+ 138.79% |
$360K - $422K
|
3.05K
$875K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.77KNew |
$359K - $421K
|
1.77K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.77K+ 47.68% |
$359K - $421K
|
5.47K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.76K+ 2.19% |
$357K - $419K
|
82.1K
$23.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
1.76K+ 182.28% |
$357K - $419K
|
2.72K
$783K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.74K+ 2.52% |
$354K - $416K
|
70.8K
$20.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.73K+ 3.33% |
$351K - $412K
|
53.6K
$15.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.72KNew |
$350K - $410K
|
1.72K
$494K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.72K+ 2.98% |
$349K - $409K
|
59.4K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.72KNew |
$348K - $409K
|
1.72K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.71KNew |
$347K - $406K
|
1.71K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.71KNew |
$346K - $406K
|
1.71K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.7KNew |
$346K - $406K
|
1.7K
$490K
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.7KNew |
$346K - $406K
|
1.7K
$489K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.69KNew |
$344K - $404K
|
1.69K
$487K
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.69K+ 14.52% |
$344K - $403K
|
13.3K
$3.83M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.69KNew |
$343K - $402K
|
1.69K
$485K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.68K+ 57.01% |
$340K - $399K
|
4.61K
$1.33M
|