Purchases and Sales Made in Q3 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.5M+ 11.04% |
$741M - $800M
|
35.2M
$10.6B
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38M+ 62.16% |
$293M - $316M
|
3.61M
$1.09B
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.09M+ 5.88% |
$231M - $249M
|
19.7M
$5.93B
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.09M+ 740.12% |
$229M - $248M
|
1.23M
$372M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.04MNew |
$220M - $238M
|
1.04M
$314M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
870KNew |
$184M - $199M
|
870K
$263M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
372K+ 145.21% |
$78.7M - $85M
|
629K
$190M
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
372KNew |
$78.6M - $84.9M
|
372K
$112M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300K+ 2.27% |
$63.5M - $68.6M
|
13.5M
$4.07B
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
270K+ 75.04% |
$57.2M - $61.7M
|
631K
$190M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
265K+ 41.55% |
$56M - $60.5M
|
903K
$272M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
260KNew |
$55M - $59.4M
|
260K
$78.6M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
252K+ 100.65% |
$53.2M - $57.4M
|
501K
$151M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250K+ 4.51% |
$52.9M - $57.2M
|
5.8M
$1.75B
|
|
Oct 13, 2023
Q3 2023
|
Wealth Navi Inc.
|
BUY
|
- |
238K+ 2.31% |
$50.4M - $54.4M
|
10.6M
$3.19B
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
238KNew |
$50.3M - $54.3M
|
238K
$71.8M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
171K+ 1.83% |
$36.2M - $39.1M
|
9.56M
$2.88B
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
154K+ 1.96% |
$32.5M - $35.1M
|
7.99M
$2.41B
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
153K+ 676.5% |
$32.4M - $35M
|
176K
$53.2M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
112K+ 407.79% |
$23.7M - $25.6M
|
139K
$42.1M
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
111K+ 321.59% |
$23.5M - $25.4M
|
146K
$43.9M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 10.51% |
$23.1M - $24.9M
|
1.15M
$346M
|
|
Nov 14, 2023
Q3 2023
|
Symetra Investment Management CO
Farmington, CT |
BUY
|
- |
108K+ 10.6% |
$22.9M - $24.7M
|
1.13M
$341M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
107K+ 1540.46% |
$22.7M - $24.5M
|
114K
$34.5M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 22.46% |
$21.9M - $23.7M
|
565K
$171M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
97.6K+ 21.33% |
$20.6M - $22.3M
|
555K
$167M
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
96.9K+ 10572.08% |
$20.5M - $22.1M
|
97.9K
$29.5M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
95.9K+ 1.36% |
$20.3M - $21.9M
|
7.15M
$2.16B
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.4K+ 13.91% |
$20.2M - $21.8M
|
781K
$236M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
94.2K+ 1421.11% |
$19.9M - $21.5M
|
101K
$30.4M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
91.2K+ 0.31% |
$19.3M - $20.8M
|
29.7M
$8.95B
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
86K+ 29.48% |
$18.2M - $19.6M
|
378K
$114M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.7K+ 4.64% |
$17.9M - $19.3M
|
1.91M
$576M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
82.8K+ 11.66% |
$17.5M - $18.9M
|
793K
$239M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
82.8K+ 0.58% |
$17.5M - $18.9M
|
14.4M
$4.34B
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
75.9KNew |
$16M - $17.3M
|
75.9K
$22.9M
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
74.4K+ 21.28% |
$15.7M - $17M
|
424K
$128M
|
|
Nov 01, 2023
Q3 2023
|
Oikos Holdings LLC
|
BUY
|
- |
73.7K+ 38.49% |
$15.6M - $16.8M
|
265K
$80M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
69.7K+ 6.73% |
$14.7M - $15.9M
|
1.11M
$334M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.3K+ 20.56% |
$14.4M - $15.6M
|
400K
$121M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66K+ 16.23% |
$14M - $15.1M
|
473K
$143M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
63.5K+ 50.31% |
$13.4M - $14.5M
|
190K
$57.3M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
63.4K+ 47.59% |
$13.4M - $14.5M
|
197K
$59.3M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
62.9K+ 4.2% |
$13.3M - $14.4M
|
1.56M
$471M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
61.3K+ 2038.66% |
$13M - $14M
|
64.3K
$19.4M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
59.2KNew |
$12.5M - $13.5M
|
59.2K
$17.9M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
56.3K+ 8.88% |
$11.9M - $12.9M
|
691K
$209M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56.1K+ 48.01% |
$11.9M - $12.8M
|
173K
$52.2M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
55.6K+ 12.01% |
$11.8M - $12.7M
|
518K
$156M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
52.7KNew |
$11.1M - $12M
|
52.7K
$15.9M
|