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 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52.1K+ 6.7% |
$11M - $11.9M
|
830K
$249M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
52K+ 1.43% |
$11M - $11.9M
|
3.69M
$1.11B
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51.1K+ 4204.69% |
$10.8M - $11.7M
|
52.3K
$15.7M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
50.9KNew |
$10.8M - $11.6M
|
50.9K
$15.3M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.6K+ 7.87% |
$9.84M - $10.6M
|
638K
$192M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
45.3K+ 18.13% |
$9.58M - $10.3M
|
295K
$88.7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45.2K+ 4.95% |
$9.56M - $10.3M
|
958K
$288M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.8KNew |
$9.46M - $10.2M
|
44.8K
$13.4M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
43.1K+ 5.95% |
$9.11M - $9.84M
|
768K
$231M
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 9.13% |
$8.86M - $9.57M
|
501K
$151M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
40.5K+ 70.63% |
$8.56M - $9.24M
|
97.8K
$29.4M
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
40.3K+ 411.25% |
$8.51M - $9.19M
|
50K
$15M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
39.9K+ 0.68% |
$8.43M - $9.11M
|
5.88M
$1.77B
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
38KNew |
$8.02M - $8.67M
|
38K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.2KNew |
$7.87M - $8.51M
|
37.2K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
37K+ 151.69% |
$7.82M - $8.45M
|
61.4K
$18.5M
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.8KNew |
$7.78M - $8.4M
|
36.8K
$11.1M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
35.7K+ 10.13% |
$7.56M - $8.16M
|
389K
$117M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
35.5K+ 7.72% |
$7.5M - $8.1M
|
495K
$149M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 2.33% |
$7.48M - $8.08M
|
1.56M
$467M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7K+ 5.06% |
$7.13M - $7.7M
|
700K
$210M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
33.1K+ 0.85% |
$6.99M - $7.55M
|
3.95M
$1.19B
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
33K+ 87.32% |
$6.97M - $7.53M
|
70.7K
$21.2M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
32.2K+ 19.85% |
$6.81M - $7.35M
|
194K
$58.4M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.5K+ 10.65% |
$6.66M - $7.19M
|
327K
$98.3M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
31.1K+ 15.8% |
$6.57M - $7.1M
|
228K
$68.4M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.9K+ 1.31% |
$6.53M - $7.05M
|
2.38M
$716M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
30.9K+ 8.19% |
$6.52M - $7.05M
|
408K
$122M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
30.1K+ 17.87% |
$6.36M - $6.87M
|
199K
$59.6M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
30K+ 3.87% |
$6.35M - $6.85M
|
805K
$242M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.6KNew |
$6.04M - $6.52M
|
28.6K
$8.58M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.5K+ 342.23% |
$6.02M - $6.5M
|
36.8K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.4K+ 1.16% |
$5.79M - $6.26M
|
2.39M
$717M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
27.3K+ 8.29% |
$5.76M - $6.22M
|
356K
$107M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 659.59% |
$5.63M - $6.08M
|
30.7K
$9.21M
|
|
Nov 14, 2023
Q3 2023
|
Ebor Charitable Trust
Jackson, WY |
BUY
|
- |
26.4K+ 33.9% |
$5.58M - $6.03M
|
104K
$31.3M
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.3K+ 167.31% |
$5.55M - $5.99M
|
41.9K
$12.6M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
26.2KNew |
$5.53M - $5.98M
|
26.2K
$7.86M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 1.81% |
$5.41M - $5.85M
|
1.44M
$433M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
25.1KNew |
$5.31M - $5.74M
|
25.1K
$7.55M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
24.1KNew |
$5.1M - $5.5M
|
24.1K
$7.24M
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
24K+ 4.33% |
$5.08M - $5.49M
|
579K
$174M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
24K+ 1.65% |
$5.08M - $5.48M
|
1.48M
$444M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.5K+ 50.52% |
$4.96M - $5.36M
|
69.9K
$21M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
23.5K+ 8.51% |
$4.96M - $5.36M
|
299K
$89.9M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.3K+ 9.53% |
$4.92M - $5.31M
|
267K
$80.3M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23K+ 69.42% |
$4.86M - $5.25M
|
56.2K
$16.9M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
22.9K+ 168.81% |
$4.83M - $5.22M
|
36.4K
$10.9M
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22.5K+ 44.06% |
$4.75M - $5.14M
|
73.5K
$22.1M
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
22.3K+ 3.66% |
$4.71M - $5.09M
|
631K
$189M
|