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
Dec 06, 2023 Q3 2023
Financial Insights, Inc.

BUY
 -
736
+ 8.18%
$156K - $168K
9.73K $2.92M
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
735
+ 5.09%
$155K - $168K
15.2K $4.56M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
731
+ 25.67%
$155K - $167K
3.58K $1.08M
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
729
+ 3.26%
$154K - $166K
23.1K $6.93M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
727
+ 20.4%
$154K - $166K
4.29K $1.29M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
723
+ 0.49%
$153K - $165K
150K $45M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
721
+ 1.65%
$152K - $165K
44.5K $13.4M
Nov 13, 2023 Q3 2023
American Money Management, LLC

BUY
 -
720
+ 2.36%
$152K - $164K
31.2K $9.37M
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
709
+ 3.08%
$150K - $162K
23.8K $7.14M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
706
+ 4.3%
$149K - $161K
17.1K $5.14M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
698
+ 20.19%
$148K - $159K
4.16K $1.25M
Nov 09, 2023 Q3 2023
Human Investing LLC

BUY
 -
692
+ 3.32%
$146K - $158K
21.6K $6.48M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
691
+ 6.32%
$146K - $158K
11.6K $3.49M
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
674
+ 1.44%
$142K - $154K
47.5K $14.3M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
667
+ 0.14%
$141K - $152K
472K $142M
Oct 20, 2023 Q3 2023
Mountain Pacific Investment Advisers Inc

BUY
 -
666
+ 8.74%
$141K - $152K
8.29K $2.49M
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
665
+ 2.05%
$141K - $152K
33.1K $9.95M
Oct 10, 2023 Q3 2023
Ccg Wealth Management, LLC

BUY
 -
662
+ 2.63%
$140K - $151K
25.8K $7.75M
Nov 13, 2023 Q3 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
657
New
$139K - $150K
657 $197K
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
656
+ 11.39%
$139K - $150K
6.42K $1.93M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
655
+ 2.97%
$138K - $150K
22.7K $6.83M
Oct 13, 2023 Q3 2023
First Citizens Financial Corp

BUY
 -
655
+ 5.22%
$138K - $150K
13.2K $3.97M
Nov 01, 2023 Q3 2023
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
655
New
$138K - $150K
655 $197K
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
654
+ 0.46%
$138K - $149K
144K $43.3M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
651
+ 13.22%
$138K - $149K
5.58K $1.67M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
650
+ 0.99%
$137K - $148K
66K $19.8M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
646
+ 4.24%
$137K - $148K
15.9K $4.77M
Oct 17, 2023 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
642
+ 10.09%
$136K - $147K
7K $2.1M
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
637
+ 37.74%
$135K - $145K
2.33K $698K
Oct 11, 2023 Q3 2023
Mc Lean Asset Management Corp

BUY
 -
631
+ 4.29%
$133K - $144K
15.3K $4.61M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
630
+ 10.8%
$133K - $144K
6.47K $1.94M
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
630
+ 49.07%
$133K - $144K
1.91K $575K
Nov 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
624
+ 11.03%
$132K - $142K
6.28K $1.89M
Nov 09, 2023 Q3 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
622
+ 7.29%
$131K - $142K
9.15K $2.75M
Nov 13, 2023 Q3 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
621
+ 2.34%
$131K - $142K
27.2K $8.16M
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
618
+ 31.56%
$131K - $141K
2.58K $774K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
615
+ 4.38%
$130K - $140K
14.7K $4.41M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
613
+ 49.88%
$130K - $140K
1.84K $553K
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
610
+ 0.29%
$129K - $139K
213K $63.8M
Nov 01, 2023 Q3 2023
Empowered Funds, LLC

BUY
 -
608
+ 5.07%
$129K - $139K
12.6K $3.79M
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
606
+ 7.83%
$128K - $138K
8.35K $2.51M
Oct 19, 2023 Q3 2023
Family Firm, Inc.

BUY
 -
605
+ 10.33%
$128K - $138K
6.46K $1.94M
Oct 26, 2023 Q3 2023
Orgel Wealth Management, LLC

BUY
 -
605
+ 30.4%
$128K - $138K
2.6K $780K
Nov 14, 2023 Q3 2023
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
605
New
$128K - $138K
605 $182K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
589
+ 1.69%
$125K - $134K
35.4K $10.6M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
586
+ 10.22%
$124K - $134K
6.32K $1.9M
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
582
+ 10.13%
$123K - $133K
6.33K $1.9M
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
580
+ 34.54%
$123K - $132K
2.26K $679K
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

BUY
 -
576
+ 1.78%
$122K - $132K
32.9K $9.9M

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