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 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.7K- 2.85% |
$345K - $405K
|
57.9K
$17.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-1.71K- 10.2% |
$347K - $407K
|
15.1K
$4.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.76K- 9.53% |
$357K - $419K
|
16.7K
$5.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 11.49% |
$359K - $421K
|
13.6K
$4.1M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-1.77K- 0.79% |
$359K - $421K
|
221K
$66.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.77K- 13.78% |
$360K - $423K
|
11.1K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.78K- 6.98% |
$362K - $425K
|
23.8K
$7.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.8K- 0.36% |
$365K - $428K
|
491K
$148M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.83K- 16.15% |
$372K - $436K
|
9.51K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.84K- 58.44% |
$374K - $439K
|
1.31K
$395K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.85K- 5.93% |
$375K - $440K
|
29.3K
$8.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.85K- 2.31% |
$376K - $441K
|
78.4K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.85K- 3.59% |
$376K - $441K
|
49.7K
$15M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.87K- 7.36% |
$380K - $446K
|
23.6K
$7.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-1.9K- 50.0% |
$386K - $452K
|
1.9K
$572K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.93K- 10.24% |
$391K - $459K
|
16.9K
$5.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.97K- 2.25% |
$401K - $470K
|
85.7K
$25.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 5.85% |
$401K - $471K
|
31.8K
$9.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.99K- 6.0% |
$405K - $475K
|
31.2K
$9.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.02K- 27.95% |
$409K - $480K
|
5.19K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.06K- 4.11% |
$419K - $491K
|
48.2K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.07K- 5.25% |
$419K - $492K
|
37.3K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.07K- 2.11% |
$421K - $494K
|
96.2K
$29M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.08K- 9.91% |
$423K - $496K
|
18.9K
$5.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.1K- 32.35% |
$426K - $500K
|
4.39K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.12K- 3.11% |
$430K - $504K
|
65.9K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2.12K- 1.72% |
$430K - $504K
|
121K
$36.4M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.12K- 7.39% |
$431K - $506K
|
26.6K
$8.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14K- 17.24% |
$435K - $511K
|
10.3K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.21K- 93.08% |
$448K - $526K
|
164
$49.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.23K- 0.43% |
$454K - $532K
|
516K
$156M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.24K- 10.35% |
$455K - $534K
|
19.4K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.31K- 2.0% |
$470K - $551K
|
113K
$34.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 1.88% |
$477K - $559K
|
122K
$36.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.36K- 9.71% |
$479K - $562K
|
21.9K
$6.6M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.36K- 4.73% |
$479K - $562K
|
47.5K
$14.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.37K- 63.62% |
$481K - $564K
|
1.35K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.4K- 17.05% |
$487K - $572K
|
11.7K
$3.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 28.27% |
$489K - $573K
|
6.11K
$1.84M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.41K- 6.63% |
$490K - $575K
|
34K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.45K- 1.38% |
$497K - $583K
|
175K
$52.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.48K- 9.32% |
$504K - $591K
|
24.1K
$7.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.49K- 5.46% |
$505K - $592K
|
43K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.49K- 9.63% |
$506K - $594K
|
23.4K
$7.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 1.66% |
$511K - $599K
|
149K
$44.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.52K- 3.66% |
$511K - $599K
|
66.2K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.52K- 6.33% |
$511K - $600K
|
37.3K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.53K- 1.48% |
$515K - $604K
|
168K
$50.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.55K- 5.17% |
$518K - $607K
|
46.8K
$14.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.57K- 2.4% |
$521K - $611K
|
104K
$31.5M
|