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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-107- 8.16% |
$22.6K - $24.4K
|
1.21K
$329K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-108- 0.81% |
$22.8K - $24.7K
|
13.2K
$3.62M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-109- 4.28% |
$23K - $24.9K
|
2.44K
$667K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-110- 0.61% |
$23.3K - $25.1K
|
17.9K
$4.89M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-113- 2.06% |
$23.9K - $25.8K
|
5.36K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-115- 3.37% |
$24.3K - $26.3K
|
3.3K
$901K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-115- 4.46% |
$24.3K - $26.3K
|
2.46K
$673K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-116- 0.94% |
$24.5K - $26.5K
|
12.2K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-116- 0.59% |
$24.5K - $26.5K
|
19.5K
$5.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-118- 0.32% |
$24.9K - $26.9K
|
36.7K
$10M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-119- 1.45% |
$25.2K - $27.2K
|
8.08K
$2.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-119- 1.52% |
$25.2K - $27.2K
|
7.7K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-121- 6.16% |
$25.6K - $27.6K
|
1.84K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-122- 4.15% |
$25.8K - $27.9K
|
2.82K
$771K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-123- 2.75% |
$26K - $28.1K
|
4.34K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-124- 3.97% |
$26.2K - $28.3K
|
3K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-125- 3.33% |
$26.4K - $28.5K
|
3.63K
$992K
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-126- 19.91% |
$26.6K - $28.8K
|
507
$139K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-126- 10.59% |
$26.6K - $28.8K
|
1.06K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-127- 3.94% |
$26.8K - $29K
|
3.09K
$846K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-127- 1.38% |
$26.8K - $29K
|
9.07K
$2.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-129- 3.51% |
$27.3K - $29.5K
|
3.55K
$971K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-131- 8.68% |
$27.7K - $29.9K
|
1.38K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-131- 2.82% |
$27.7K - $29.9K
|
4.52K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-132- 1.47% |
$27.9K - $30.1K
|
8.83K
$2.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-134- 2.17% |
$28.3K - $30.6K
|
6.05K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-134- 1.37% |
$28.3K - $30.6K
|
9.67K
$2.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-135- 0.2% |
$28.5K - $30.8K
|
67.4K
$18.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-137- 7.27% |
$29K - $31.3K
|
1.75K
$478K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-138- 4.49% |
$29.2K - $31.5K
|
2.94K
$803K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-138- 1.28% |
$29.2K - $31.5K
|
10.6K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-139- 0.81% |
$29.4K - $31.7K
|
17K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-140- 16.34% |
$29.6K - $32K
|
717
$196K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-140- 2.51% |
$29.6K - $32K
|
5.44K
$1.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-142- 1.91% |
$30K - $32.4K
|
7.28K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-142- 1.3% |
$30K - $32.4K
|
10.8K
$2.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-143- 2.9% |
$30.2K - $32.7K
|
4.79K
$1.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-144- 2.22% |
$30.4K - $32.9K
|
6.34K
$1.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-148- 0.95% |
$31.3K - $33.8K
|
15.5K
$4.24M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-150- 2.47% |
$31.7K - $34.3K
|
5.91K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-154- 3.35% |
$32.6K - $35.2K
|
4.44K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-158- 0.96% |
$33.4K - $36.1K
|
16.3K
$4.46M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-160- 1.14% |
$33.8K - $36.5K
|
13.9K
$3.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-162- 1.14% |
$34.2K - $37K
|
14.1K
$3.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-164- 0.77% |
$34.7K - $37.4K
|
21.2K
$5.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-164- 9.08% |
$34.7K - $37.4K
|
1.64K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-164- 3.61% |
$34.7K - $37.4K
|
4.38K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-165- 8.22% |
$34.9K - $37.7K
|
1.84K
$504K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 1.55% |
$34.9K - $37.7K
|
10.4K
$2.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-165- 13.11% |
$34.9K - $37.7K
|
1.09K
$299K
|