Purchases and Sales Made in Q3 2023 in Vanguard Total Stock Market Et (VTI)

VTI Quotes by TradingView

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 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
1.01K
+ 2.26%
$213K - $230K
45.5K $13.7M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
1.01K
+ 3.63%
$213K - $230K
28.7K $8.63M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
997
+ 66.96%
$211K - $228K
2.49K $747K
Oct 25, 2023 Q3 2023
Highland Financial Advisors, LLC

BUY
 -
986
+ 4.61%
$208K - $225K
22.4K $6.72M
Nov 06, 2023 Q3 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
985
+ 1.2%
$208K - $225K
83.2K $25M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
982
New
$208K - $224K
982 $295K
Nov 03, 2023 Q3 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
977
New
$207K - $223K
977 $294K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
973
New
$206K - $222K
973 $292K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
972
+ 104.74%
$205K - $222K
1.9K $571K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
966
+ 23.47%
$204K - $221K
5.08K $1.53M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
961
+ 16.22%
$203K - $219K
6.88K $2.07M
Oct 26, 2023 Q3 2023
Middleton & CO Inc

BUY
 -
956
New
$202K - $218K
956 $287K
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

BUY
 -
950
+ 34.63%
$201K - $217K
3.69K $1.11M
Oct 10, 2023 Q3 2023
Maple Capital Management, Inc.

BUY
 -
948
New
$200K - $216K
948 $285K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
944
+ 3.82%
$200K - $216K
25.7K $7.71M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
944
+ 8.31%
$200K - $216K
12.3K $3.7M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
936
+ 1.4%
$198K - $214K
67.8K $20.4M
Nov 02, 2023 Q3 2023
Hourglass Capital, LLC

BUY
 -
930
+ 90.29%
$197K - $212K
1.96K $589K
Oct 30, 2023 Q3 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
920
+ 3.78%
$194K - $210K
25.3K $7.59M
Oct 19, 2023 Q3 2023
Wiser Wealth Management, Inc

BUY
 -
919
+ 9.76%
$194K - $210K
10.3K $3.11M
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
916
+ 0.35%
$194K - $209K
264K $79.3M
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
914
+ 9.36%
$193K - $209K
10.7K $3.21M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
913
+ 21.5%
$193K - $208K
5.16K $1.55M
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
913
+ 3.23%
$193K - $208K
29.2K $8.76M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
911
+ 2.83%
$193K - $208K
33.1K $9.94M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
895
+ 7.06%
$189K - $204K
13.6K $4.08M
Nov 03, 2023 Q3 2023
Daniels&Tansey,Llp

BUY
 -
888
+ 77.55%
$188K - $203K
2.03K $611K
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
879
+ 31.63%
$186K - $201K
3.66K $1.1M
Nov 07, 2023 Q3 2023
Cabot Wellington, LLC

Boston, MA
BUY
 -
873
+ 0.16%
$185K - $199K
539K $162M
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
871
+ 8.32%
$184K - $199K
11.3K $3.41M
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
865
+ 81.3%
$183K - $198K
1.93K $580K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
860
+ 0.86%
$182K - $196K
101K $30.2M
Oct 27, 2023 Q3 2023
Brickley Wealth Management

BUY
 -
857
+ 85.1%
$181K - $196K
1.86K $560K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
852
+ 0.49%
$180K - $195K
173K $52M
Jan 26, 2024 Q3 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
823
+ 1.47%
$174K - $188K
56.7K $17M
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
820
+ 9.74%
$173K - $187K
9.24K $2.78M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
820
+ 2.06%
$173K - $187K
40.6K $12.2M
Nov 01, 2023 Q3 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
816
+ 16.89%
$173K - $186K
5.65K $1.7M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
815
New
$172K - $186K
815 $245K
Nov 06, 2023 Q3 2023
Wealthstream Advisors, Inc.

BUY
 -
811
+ 4.61%
$171K - $185K
18.4K $5.53M
Oct 16, 2023 Q3 2023
Benchmark Wealth Management, LLC

BUY
 -
810
+ 28.7%
$171K - $185K
3.63K $1.09M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
794
+ 10.22%
$168K - $181K
8.56K $2.57M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
793
+ 24.38%
$168K - $181K
4.05K $1.22M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
782
+ 12.85%
$165K - $179K
6.87K $2.06M
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
771
+ 59.26%
$163K - $176K
2.07K $622K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
769
+ 5.43%
$163K - $176K
14.9K $4.48M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
763
+ 75.77%
$161K - $174K
1.77K $532K
Oct 18, 2023 Q3 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
750
+ 4.61%
$159K - $171K
17K $5.11M
Nov 14, 2023 Q3 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
740
+ 4352.94%
$156K - $169K
757 $227K

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