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 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.37% |
$2.54K - $2.74K
|
3.25K
$980K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
12+ 1.07% |
$2.54K - $2.74K
|
1.13K
$342K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
12+ 0.05% |
$2.54K - $2.74K
|
24.8K
$7.48M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12+ 0.08% |
$2.54K - $2.74K
|
15.3K
$4.63M
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.21% |
$2.33K - $2.51K
|
5.34K
$1.61M
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11+ 0.45% |
$2.33K - $2.51K
|
2.46K
$743K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.34% |
$2.33K - $2.51K
|
3.22K
$972K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11+ 1.18% |
$2.33K - $2.51K
|
945
$285K
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
11+ 0.29% |
$2.33K - $2.51K
|
3.74K
$1.13M
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.1% |
$2.11K - $2.28K
|
10.1K
$3.05M
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.37% |
$2.11K - $2.28K
|
2.69K
$811K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.21% |
$2.11K - $2.28K
|
4.67K
$1.41M
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.24% |
$2.11K - $2.28K
|
4.18K
$1.26M
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.37% |
$2.11K - $2.28K
|
2.75K
$829K
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10+ 1.07% |
$2.11K - $2.28K
|
943
$285K
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
10+ 0.13% |
$2.11K - $2.28K
|
7.74K
$2.34M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.21% |
$2.11K - $2.28K
|
4.67K
$1.41M
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.37% |
$2.11K - $2.28K
|
2.75K
$829K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.49% |
$1.9K - $2.06K
|
1.84K
$555K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.02% |
$1.9K - $2.06K
|
37.2K
$11.2M
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.41% |
$1.9K - $2.06K
|
2.19K
$662K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
9+ 0.39% |
$1.9K - $2.06K
|
2.32K
$701K
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
9+ 0.38% |
$1.9K - $2.06K
|
2.38K
$718K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.29% |
$1.9K - $2.06K
|
3.15K
$951K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.19% |
$1.9K - $2.06K
|
4.87K
$1.47M
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9+ 0.17% |
$1.9K - $2.06K
|
5.17K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9+ 0.2% |
$1.9K - $2.06K
|
4.52K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9+ 0.62% |
$1.9K - $2.06K
|
1.46K
$440K
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
8+ 0.82% |
$1.69K - $1.83K
|
987
$298K
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8+ 0.14% |
$1.69K - $1.83K
|
5.64K
$1.7M
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.17% |
$1.48K - $1.6K
|
4.24K
$1.28M
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7+ 0.9% |
$1.48K - $1.6K
|
785
$237K
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7+ 0.14% |
$1.48K - $1.6K
|
5.12K
$1.54M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7+ 0.27% |
$1.48K - $1.6K
|
2.64K
$798K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.38% |
$1.48K - $1.6K
|
1.85K
$559K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.65% |
$1.48K - $1.6K
|
1.09K
$329K
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
7+ 0.39% |
$1.48K - $1.6K
|
1.79K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7+ 0.37% |
$1.48K - $1.6K
|
1.88K
$566K
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.42% |
$1.48K - $1.6K
|
1.69K
$511K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 2.19% |
$1.27K - $1.37K
|
280
$84.5K
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$1.27K - $1.37K
|
7.81K
$2.36M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.04% |
$1.27K - $1.37K
|
14.7K
$4.44M
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.29% |
$1.27K - $1.37K
|
2.04K
$616K
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.3% |
$1.27K - $1.37K
|
2.01K
$608K
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.35% |
$1.06K - $1.14K
|
1.42K
$427K
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
5+ 0.25% |
$1.06K - $1.14K
|
1.97K
$594K
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5+ 0.69% |
$1.06K - $1.14K
|
733
$221K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5+ 0.1% |
$1.06K - $1.14K
|
5.06K
$1.53M
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$1.06K - $1.14K
|
1.26K
$380K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.42% |
$1.06K - $1.14K
|
1.2K
$363K
|