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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
130+ 0.23% |
$26.4K - $31K
|
55.6K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
130+ 8.92% |
$26.4K - $31K
|
1.59K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
129+ 8.88% |
$26.2K - $30.7K
|
1.58K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
129+ 0.39% |
$26.2K - $30.7K
|
33.1K
$9.94M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
128+ 1.58% |
$26K - $30.5K
|
8.25K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
128+ 5.67% |
$26K - $30.5K
|
2.39K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
128+ 3.9% |
$26K - $30.5K
|
3.41K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
126+ 13.36% |
$25.6K - $30K
|
1.07K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
126+ 0.42% |
$25.6K - $30K
|
30.4K
$9.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
124+ 2.24% |
$25.2K - $29.5K
|
5.65K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
124+ 1.16% |
$25.2K - $29.5K
|
10.8K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
121+ 0.67% |
$24.6K - $28.8K
|
18.1K
$5.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
119+ 0.38% |
$24.2K - $28.4K
|
31.1K
$9.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
115New |
$23.4K - $27.4K
|
115
$34.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
114+ 1.72% |
$23.2K - $27.2K
|
6.72K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
110New |
$22.3K - $26.2K
|
110
$33K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
110+ 1.3% |
$22.3K - $26.2K
|
8.55K
$2.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
108+ 6.04% |
$21.9K - $25.7K
|
1.9K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
106+ 3.2% |
$21.5K - $25.3K
|
3.42K
$1.03M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
104+ 5.95% |
$21.1K - $24.8K
|
1.85K
$555K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
103+ 21.19% |
$20.9K - $24.5K
|
589
$177K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
102+ 1.23% |
$20.7K - $24.3K
|
8.36K
$2.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
102+ 1.94% |
$20.7K - $24.3K
|
5.36K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
101+ 1.44% |
$20.5K - $24.1K
|
7.11K
$2.13M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
101New |
$20.5K - $24.1K
|
101
$30.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 594.12% |
$20.5K - $24.1K
|
118
$35.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
98+ 4.94% |
$19.9K - $23.3K
|
2.08K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
97+ 4.29% |
$19.7K - $23.1K
|
2.36K
$707K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
95+ 0.59% |
$19.3K - $22.6K
|
16.1K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95+ 12.4% |
$19.3K - $22.6K
|
861
$258K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
94+ 5.37% |
$19.1K - $22.4K
|
1.84K
$553K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
93+ 0.53% |
$18.9K - $22.2K
|
17.7K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
88+ 2.14% |
$17.9K - $21K
|
4.2K
$1.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
87+ 2.09% |
$17.7K - $20.7K
|
4.25K
$1.27M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
87+ 0.82% |
$17.7K - $20.7K
|
10.7K
$3.21M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
87+ 1.97% |
$17.7K - $20.7K
|
4.51K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
83+ 1.59% |
$16.9K - $19.8K
|
5.31K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
83+ 18.12% |
$16.9K - $19.8K
|
541
$162K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
82+ 29.29% |
$16.7K - $19.5K
|
362
$109K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
82+ 4.39% |
$16.7K - $19.5K
|
1.95K
$586K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
82+ 6.51% |
$16.7K - $19.5K
|
1.34K
$403K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
82+ 0.31% |
$16.7K - $19.5K
|
26.6K
$7.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
82+ 2.06% |
$16.7K - $19.5K
|
4.07K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
81+ 0.83% |
$16.5K - $19.3K
|
9.85K
$2.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
79+ 1.07% |
$16K - $18.8K
|
7.5K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
79+ 0.65% |
$16K - $18.8K
|
12.3K
$3.68M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79+ 0.56% |
$16K - $18.8K
|
14.3K
$4.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
78+ 1.63% |
$15.8K - $18.6K
|
4.86K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
77+ 7.24% |
$15.6K - $18.3K
|
1.14K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
77+ 2.55% |
$15.6K - $18.3K
|
3.1K
$929K
|