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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.29K- 2.05% |
$263K - $308K
|
61.8K
$18.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.3K- 1.13% |
$263K - $309K
|
113K
$34.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.3K- 34.92% |
$263K - $309K
|
2.42K
$728K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.31K- 13.55% |
$265K - $311K
|
8.34K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.31K- 3.03% |
$266K - $312K
|
41.8K
$12.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.32K- 52.68% |
$268K - $314K
|
1.18K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.34K- 7.63% |
$271K - $318K
|
16.2K
$4.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.37K- 0.33% |
$278K - $326K
|
417K
$126M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.37K- 18.78% |
$278K - $326K
|
5.91K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-1.37K- 1.14% |
$279K - $327K
|
119K
$35.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.38K- 16.16% |
$281K - $330K
|
7.18K
$2.16M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.55% |
$282K - $331K
|
29.1K
$8.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.4K- 8.45% |
$284K - $333K
|
15.2K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.4K- 8.22% |
$285K - $334K
|
15.7K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.41K- 7.0% |
$286K - $336K
|
18.7K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.41K- 15.94% |
$286K - $336K
|
7.44K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.42K- 5.23% |
$289K - $339K
|
25.8K
$7.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.43K- 8.16% |
$290K - $341K
|
16.1K
$4.85M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.43K- 62.41% |
$291K - $341K
|
862
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.43K- 42.58% |
$291K - $342K
|
1.93K
$583K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 0.8% |
$293K - $343K
|
179K
$54M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.46K- 2.11% |
$296K - $348K
|
67.7K
$20.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.47K- 2.43% |
$299K - $351K
|
59.1K
$17.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.48K- 56.32% |
$301K - $353K
|
1.15K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 4.48% |
$301K - $353K
|
31.6K
$9.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.49K- 0.81% |
$302K - $354K
|
182K
$54.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.49K- 28.55% |
$303K - $355K
|
3.73K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.5K- 2.54% |
$305K - $358K
|
57.7K
$17.4M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.51K- 2.15% |
$306K - $359K
|
68.5K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.52K- 0.85% |
$310K - $363K
|
179K
$53.8M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.53K- 3.01% |
$311K - $365K
|
49.3K
$14.9M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.53KClosed |
$311K - $365K
|
0
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.54K- 0.56% |
$312K - $366K
|
274K
$82.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.54K- 1.47% |
$313K - $368K
|
104K
$31.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.56K- 1.67% |
$316K - $370K
|
91.6K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.57K- 12.11% |
$319K - $374K
|
11.4K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-1.59K- 24.98% |
$322K - $378K
|
4.76K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 4.67% |
$323K - $378K
|
32.4K
$9.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.6K- 45.51% |
$325K - $381K
|
1.91K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.6K- 33.38% |
$325K - $381K
|
3.19K
$962K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 1.0% |
$330K - $388K
|
162K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.63K- 3.92% |
$331K - $389K
|
40K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.63K- 9.83% |
$332K - $389K
|
15K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.66K- 23.39% |
$337K - $395K
|
5.43K
$1.64M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.66K- 23.39% |
$337K - $395K
|
5.43K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.66K- 6.43% |
$338K - $396K
|
24.2K
$7.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.67K- 6.23% |
$338K - $397K
|
25.1K
$7.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.68K- 9.85% |
$340K - $399K
|
15.3K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.69K- 2.29% |
$343K - $402K
|
72.1K
$21.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-1.69K- 13.48% |
$343K - $403K
|
10.8K
$3.27M
|