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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.56K+ 2.02% |
$330K - $357K
|
78.9K
$23.7M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.56KNew |
$329K - $355K
|
1.56K
$467K
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.55K+ 93.72% |
$328K - $355K
|
3.21K
$964K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.53K+ 63.35% |
$324K - $350K
|
3.95K
$1.19M
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
BUY
|
- |
1.53KNew |
$322K - $348K
|
1.53K
$458K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.52K+ 16.55% |
$321K - $347K
|
10.7K
$3.22M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.51K+ 63.43% |
$319K - $345K
|
3.89K
$1.17M
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.5K+ 75.66% |
$317K - $343K
|
3.49K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1.5K+ 72.46% |
$317K - $343K
|
3.57K
$1.07M
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.5KNew |
$316K - $342K
|
1.5K
$449K
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.49K+ 39.96% |
$315K - $340K
|
5.22K
$1.57M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.49K+ 4.22% |
$315K - $340K
|
36.8K
$11M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.49K+ 4.2% |
$314K - $339K
|
36.9K
$11.1M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 982.67% |
$312K - $337K
|
1.62K
$488K
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.47K+ 13.76% |
$311K - $336K
|
12.2K
$3.66M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.47KNew |
$310K - $335K
|
1.47K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.46K+ 5.38% |
$309K - $334K
|
28.6K
$8.6M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.46K+ 10.2% |
$309K - $333K
|
15.8K
$4.74M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.46K+ 7.92% |
$308K - $333K
|
19.8K
$5.96M
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.45KNew |
$307K - $332K
|
1.45K
$437K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.45KNew |
$307K - $331K
|
1.45K
$436K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.45K+ 5.72% |
$306K - $330K
|
26.7K
$8.03M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.44K+ 1.23% |
$305K - $330K
|
119K
$35.6M
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.44KNew |
$305K - $330K
|
1.44K
$434K
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.44K+ 63.54% |
$305K - $330K
|
3.71K
$1.12M
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.44K+ 0.83% |
$305K - $329K
|
174K
$52.4M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.42K+ 12.56% |
$300K - $324K
|
12.7K
$3.82M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.42K+ 25.97% |
$299K - $323K
|
6.87K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.41K+ 19.84% |
$297K - $321K
|
8.49K
$2.55M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.4K+ 6.04% |
$295K - $319K
|
24.5K
$7.36M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.4K+ 38.29% |
$295K - $319K
|
5.05K
$1.52M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.4KNew |
$295K - $319K
|
1.4K
$419K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.39KNew |
$293K - $316K
|
1.39K
$416K
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.38KNew |
$293K - $316K
|
1.38K
$416K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.37K+ 13.68% |
$290K - $313K
|
11.4K
$3.42M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.37K+ 10.57% |
$289K - $313K
|
14.3K
$4.3M
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.36K+ 22.8% |
$288K - $311K
|
7.34K
$2.2M
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.36K+ 5.17% |
$288K - $311K
|
27.7K
$8.31M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.34K+ 6.33% |
$284K - $307K
|
22.5K
$6.77M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.34KNew |
$284K - $306K
|
1.34K
$403K
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.34KNew |
$284K - $306K
|
1.34K
$403K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.32K+ 5.23% |
$279K - $302K
|
26.6K
$7.99M
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$277K - $300K
|
1.31K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3K+ 0.93% |
$274K - $296K
|
141K
$42.3M
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.29K+ 5.09% |
$272K - $294K
|
26.6K
$7.98M
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.28KNew |
$271K - $293K
|
1.28K
$385K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.28KNew |
$270K - $291K
|
1.28K
$383K
|
|
Nov 14, 2023
Q3 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.28KNew |
$270K - $291K
|
1.28K
$383K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.27K+ 1.59% |
$269K - $291K
|
81.4K
$24.4M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.27K+ 9.4% |
$269K - $290K
|
14.8K
$4.44M
|