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 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1+ 0.05% |
$211 - $228
|
1.86K
$561K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$211 - $228
|
16.1K
$4.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$211 - $228
|
5.24K
$1.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1+ 0.06% |
$211 - $228
|
1.75K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.05% |
$211 - $228
|
1.84K
$554K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$211 - $228
|
8.53K
$2.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$211 - $228
|
3.31K
$999K
|
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1+ 0.01% |
$211 - $228
|
10.1K
$3.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
1+ 0.06% |
$211 - $228
|
1.58K
$476K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1+ 0.0% |
$211 - $228
|
60.6K
$18.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.0% |
$211 - $228
|
60.8K
$18.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1New |
$211 - $228
|
1
$302
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.69% |
$211 - $228
|
146
$44.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
1+ 0.04% |
$211 - $228
|
2.49K
$752K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.05% |
$211 - $228
|
1.84K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$211 - $228
|
4.4K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$211 - $228
|
99.2K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
1+ 0.05% |
$211 - $228
|
1.94K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.09% |
$211 - $228
|
1.1K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$211 - $228
|
7.5K
$2.26M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.66% |
$211 - $228
|
152
$45.9K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1+ 0.01% |
$211 - $228
|
10.1K
$3.06M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.03% |
$211 - $228
|
3.41K
$1.03M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.71% |
$211 - $228
|
141
$42.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-1- 0.06% |
$211 - $228
|
1.79K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1- 0.02% |
$211 - $228
|
4.31K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1- 0.1% |
$211 - $228
|
954
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 0.43% |
$423 - $457
|
461
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2- 0.03% |
$423 - $457
|
5.84K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.17% |
$634 - $685
|
1.76K
$532K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-3- 0.01% |
$634 - $685
|
25.1K
$7.58M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3- -0.0% |
$634 - $685
|
99.5K
$30M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4- 0.17% |
$846 - $913
|
2.4K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.25% |
$846 - $913
|
1.61K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5- 0.27% |
$1.06K - $1.14K
|
1.85K
$558K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5- 4.9% |
$1.06K - $1.14K
|
97
$29.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5- 0.26% |
$1.06K - $1.14K
|
1.91K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5- 0.12% |
$1.06K - $1.14K
|
4.18K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.44% |
$1.06K - $1.14K
|
1.12K
$338K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.37% |
$1.27K - $1.37K
|
1.6K
$482K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6- 0.14% |
$1.27K - $1.37K
|
4.26K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.06% |
$1.27K - $1.37K
|
10.1K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$1.27K - $1.37K
|
6.24K
$1.88M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-6- 0.39% |
$1.27K - $1.37K
|
1.53K
$462K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-7- 0.37% |
$1.48K - $1.6K
|
1.89K
$569K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.54% |
$1.48K - $1.6K
|
1.3K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7- 0.05% |
$1.48K - $1.6K
|
14K
$4.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8- 0.18% |
$1.69K - $1.83K
|
4.38K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.6% |
$1.69K - $1.83K
|
1.32K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8- 0.38% |
$1.69K - $1.83K
|
2.07K
$625K
|