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 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-9- 0.12% |
$1.9K - $2.06K
|
7.32K
$2.21M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-10- 0.38% |
$2.11K - $2.28K
|
2.65K
$798K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 0.21% |
$2.11K - $2.28K
|
4.7K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 0.51% |
$2.11K - $2.28K
|
1.95K
$590K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 0.14% |
$2.33K - $2.51K
|
7.97K
$2.41M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11- 0.32% |
$2.33K - $2.51K
|
3.42K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-11- 0.91% |
$2.33K - $2.51K
|
1.19K
$360K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-12- 0.24% |
$2.54K - $2.74K
|
5.01K
$1.51M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-12- 0.21% |
$2.54K - $2.74K
|
5.66K
$1.71M
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-12- 0.08% |
$2.54K - $2.74K
|
14.4K
$4.36M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-12- 0.34% |
$2.54K - $2.74K
|
3.47K
$1.05M
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-13- 0.14% |
$2.75K - $2.97K
|
9.39K
$2.84M
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-13- 0.3% |
$2.75K - $2.97K
|
4.31K
$1.3M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 0.25% |
$2.75K - $2.97K
|
5.14K
$1.55M
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-13- 1.32% |
$2.75K - $2.97K
|
970
$293K
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-13- 0.39% |
$2.75K - $2.97K
|
3.34K
$1.01M
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
SELL
|
- |
-14- 0.22% |
$2.96K - $3.2K
|
6.36K
$1.92M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-14- 0.47% |
$2.96K - $3.2K
|
3K
$904K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-14- 1.24% |
$2.96K - $3.2K
|
1.11K
$336K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-15- 0.09% |
$3.17K - $3.43K
|
17.4K
$5.26M
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-15- 4.0% |
$3.17K - $3.43K
|
360
$109K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15- 0.14% |
$3.17K - $3.43K
|
10.4K
$3.15M
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16- 33.33% |
$3.38K - $3.65K
|
32
$9.66K
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-17- 0.63% |
$3.59K - $3.88K
|
2.67K
$805K
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-17- 1.24% |
$3.59K - $3.88K
|
1.35K
$409K
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-17- 1.15% |
$3.59K - $3.88K
|
1.47K
$442K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-17- 1.25% |
$3.59K - $3.88K
|
1.34K
$404K
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-18- 0.26% |
$3.81K - $4.11K
|
6.82K
$2.06M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18- 3.2% |
$3.81K - $4.11K
|
545
$164K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-19- 13.57% |
$4.02K - $4.34K
|
121
$36.5K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-19- 22.62% |
$4.02K - $4.34K
|
65
$19.6K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-19- 3.66% |
$4.02K - $4.34K
|
500
$151K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-19- 0.14% |
$4.02K - $4.34K
|
13.3K
$4M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 1.12% |
$4.23K - $4.57K
|
1.76K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-21- 0.15% |
$4.44K - $4.8K
|
13.7K
$4.13M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-22- 1.22% |
$4.65K - $5.02K
|
1.79K
$539K
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-22- 2.22% |
$4.65K - $5.02K
|
969
$292K
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-22- 0.87% |
$4.65K - $5.02K
|
2.51K
$757K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-22- 1.17% |
$4.65K - $5.02K
|
1.86K
$563K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-23- 2.65% |
$4.86K - $5.25K
|
844
$255K
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 1.24% |
$4.86K - $5.25K
|
1.83K
$551K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-25- 1.44% |
$5.29K - $5.71K
|
1.71K
$516K
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-26- 0.2% |
$5.5K - $5.94K
|
13K
$3.92M
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-27- 1.07% |
$5.71K - $6.17K
|
2.51K
$756K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.41% |
$5.92K - $6.39K
|
6.81K
$2.05M
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-28- 1.15% |
$5.92K - $6.39K
|
2.4K
$725K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-29- 0.16% |
$6.13K - $6.62K
|
18.1K
$5.47M
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-29- 0.24% |
$6.13K - $6.62K
|
12.1K
$3.65M
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-30- 0.23% |
$6.34K - $6.85K
|
13.2K
$3.97M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-32- 0.55% |
$6.77K - $7.31K
|
5.76K
$1.74M
|