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
|
G&S Capital LLC
|
SELL
|
- |
-32- 3.07% |
$6.77K - $7.31K
|
1.01K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-32- 1.39% |
$6.77K - $7.31K
|
2.28K
$687K
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-32- 0.91% |
$6.77K - $7.31K
|
3.48K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-33- 1.15% |
$6.98K - $7.54K
|
2.83K
$853K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-33- 0.73% |
$6.98K - $7.54K
|
4.51K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-33- 0.27% |
$6.98K - $7.54K
|
12.3K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-35- 1.95% |
$7.4K - $7.99K
|
1.76K
$530K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-36- 1.63% |
$7.61K - $8.22K
|
2.17K
$656K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36- 6.82% |
$7.61K - $8.22K
|
492
$148K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-36- 2.02% |
$7.61K - $8.22K
|
1.75K
$528K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-37- 0.94% |
$7.82K - $8.45K
|
3.89K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-38- 1.28% |
$8.03K - $8.68K
|
2.94K
$886K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-38- 0.16% |
$8.03K - $8.68K
|
23.8K
$7.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-38- 1.08% |
$8.03K - $8.68K
|
3.47K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-39- 0.46% |
$8.24K - $8.91K
|
8.48K
$2.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-39- 2.2% |
$8.24K - $8.91K
|
1.73K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 0.13% |
$8.46K - $9.13K
|
29.9K
$9.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-40- 2.55% |
$8.46K - $9.13K
|
1.53K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-40- 2.16% |
$8.46K - $9.13K
|
1.81K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-40- 1.63% |
$8.46K - $9.13K
|
2.42K
$730K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-41- 0.95% |
$8.67K - $9.36K
|
4.28K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-41- 2.2% |
$8.67K - $9.36K
|
1.82K
$549K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-41- 0.33% |
$8.67K - $9.36K
|
12.6K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-41- 0.23% |
$8.67K - $9.36K
|
17.8K
$5.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-42- 1.92% |
$8.88K - $9.59K
|
2.15K
$649K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-42- 1.54% |
$8.88K - $9.59K
|
2.69K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-42- 0.63% |
$8.88K - $9.59K
|
6.58K
$1.99M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-43- 1.62% |
$9.09K - $9.82K
|
2.62K
$790K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-44- 2.96% |
$9.3K - $10K
|
1.44K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.44% |
$9.3K - $10K
|
9.94K
$3M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-44- 2.26% |
$9.3K - $10K
|
1.9K
$573K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-44- 1.17% |
$9.3K - $10K
|
3.71K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-45- 0.9% |
$9.51K - $10.3K
|
4.93K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-46- 0.37% |
$9.72K - $10.5K
|
12.5K
$3.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-46- 63.01% |
$9.72K - $10.5K
|
27
$8.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-46- 1.59% |
$9.72K - $10.5K
|
2.85K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-47- 11.6% |
$9.94K - $10.7K
|
358
$108K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-47- 11.6% |
$9.94K - $10.7K
|
358
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-48- 0.07% |
$10.1K - $11K
|
69.2K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-48- 0.09% |
$10.1K - $11K
|
54.4K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-48- 0.57% |
$10.1K - $11K
|
8.44K
$2.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-49- 2.26% |
$10.4K - $11.2K
|
2.12K
$640K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-49- 0.71% |
$10.4K - $11.2K
|
6.83K
$2.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 2.11% |
$10.6K - $11.4K
|
2.32K
$699K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-50- 3.23% |
$10.6K - $11.4K
|
1.5K
$453K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 1.21% |
$10.6K - $11.4K
|
4.08K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$10.6K - $11.4K
|
11.3K
$3.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-50- 0.74% |
$10.6K - $11.4K
|
6.75K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$10.6K - $11.4K
|
14.9K
$4.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-51- 0.15% |
$10.8K - $11.6K
|
33.9K
$10.2M
|