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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68K+ 29.68% |
$340K - $399K
|
7.32K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.67K+ 17.69% |
$339K - $398K
|
11.1K
$3.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.67KNew |
$339K - $398K
|
1.67K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.66K+ 3.69% |
$337K - $395K
|
46.6K
$13.4M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.66KNew |
$336K - $395K
|
1.66K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 5.21% |
$333K - $390K
|
33.1K
$9.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.63K+ 0.72% |
$331K - $389K
|
229K
$65.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.97% |
$331K - $388K
|
84.3K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.6KNew |
$324K - $380K
|
1.6K
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.58K+ 5.0% |
$321K - $377K
|
33.2K
$9.55M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.58K+ 63.4% |
$321K - $376K
|
4.07K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$320K - $375K
|
1.58K
$452K
|
|
|
Dec 03, 2024
Q4 2023
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.57KNew |
$319K - $374K
|
1.57K
$451K
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.56K+ 0.35% |
$317K - $372K
|
447K
$128M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.03% |
$317K - $372K
|
153K
$44.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.56K+ 6.56% |
$316K - $371K
|
25.3K
$7.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.55KNew |
$314K - $368K
|
1.55K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$312K - $366K
|
1.54K
$442K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.83% |
$312K - $366K
|
55.9K
$16.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.53K+ 16.93% |
$312K - $365K
|
10.6K
$3.04M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.53K+ 58.53% |
$311K - $365K
|
4.15K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
1.53KNew |
$311K - $365K
|
1.53K
$440K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 10.25% |
$310K - $364K
|
16.4K
$4.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.52K+ 2.49% |
$309K - $362K
|
62.5K
$18M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.52K+ 9.89% |
$308K - $361K
|
16.9K
$4.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.51KNew |
$307K - $360K
|
1.51K
$434K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.5K+ 13.07% |
$304K - $356K
|
12.9K
$3.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.5K+ 33.39% |
$304K - $356K
|
5.98K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.5K+ 8.19% |
$304K - $356K
|
19.8K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.48KNew |
$301K - $353K
|
1.48K
$425K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.48KNew |
$300K - $352K
|
1.48K
$424K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.48K+ 11.35% |
$300K - $352K
|
14.5K
$4.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.47K+ 11.15% |
$298K - $350K
|
14.6K
$4.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.46K+ 18.19% |
$297K - $349K
|
9.5K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
1.46KNew |
$297K - $349K
|
1.46K
$420K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 4.26% |
$293K - $344K
|
35.3K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.44K+ 24.93% |
$292K - $343K
|
7.22K
$2.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.44KNew |
$292K - $343K
|
1.44K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.44K+ 0.82% |
$292K - $342K
|
178K
$51M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.43K+ 6.44% |
$291K - $341K
|
23.7K
$6.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.43K+ 3.26% |
$291K - $341K
|
45.4K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.43K+ 33.74% |
$291K - $341K
|
5.67K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.42K+ 4.72% |
$288K - $338K
|
31.5K
$9.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.4K+ 0.34% |
$285K - $334K
|
414K
$119M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.4K+ 10.77% |
$284K - $334K
|
14.4K
$4.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.4K+ 133.33% |
$284K - $334K
|
2.45K
$704K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.4K+ 6.21% |
$284K - $334K
|
23.9K
$6.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.39K+ 5.84% |
$282K - $331K
|
25.2K
$7.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.39K+ 1.86% |
$282K - $331K
|
76.1K
$21.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.38K+ 105.41% |
$281K - $330K
|
2.7K
$775K
|