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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-119- 1.52% |
$25.2K - $27.2K
|
7.7K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-121- 6.16% |
$25.6K - $27.6K
|
1.84K
$556K
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-122- 4.15% |
$25.8K - $27.9K
|
2.82K
$850K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-123- 2.75% |
$26K - $28.1K
|
4.34K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-124- 3.97% |
$26.2K - $28.3K
|
3K
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-125- 3.33% |
$26.4K - $28.5K
|
3.63K
$1.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-126- 19.91% |
$26.6K - $28.8K
|
507
$153K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-126- 10.59% |
$26.6K - $28.8K
|
1.06K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-127- 3.94% |
$26.8K - $29K
|
3.09K
$933K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-127- 1.38% |
$26.8K - $29K
|
9.07K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-129- 3.51% |
$27.3K - $29.5K
|
3.55K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-131- 8.68% |
$27.7K - $29.9K
|
1.38K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-131- 2.82% |
$27.7K - $29.9K
|
4.52K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-132- 1.47% |
$27.9K - $30.1K
|
8.83K
$2.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-134- 2.17% |
$28.3K - $30.6K
|
6.05K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-134- 1.37% |
$28.3K - $30.6K
|
9.67K
$2.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-135- 0.2% |
$28.5K - $30.8K
|
67.4K
$20.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-137- 7.27% |
$29K - $31.3K
|
1.75K
$527K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-138- 4.49% |
$29.2K - $31.5K
|
2.94K
$887K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-138- 1.28% |
$29.2K - $31.5K
|
10.6K
$3.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-139- 0.81% |
$29.4K - $31.7K
|
17K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-140- 16.34% |
$29.6K - $32K
|
717
$216K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-140- 2.51% |
$29.6K - $32K
|
5.44K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-142- 1.91% |
$30K - $32.4K
|
7.28K
$2.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-142- 1.3% |
$30K - $32.4K
|
10.8K
$3.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-143- 2.9% |
$30.2K - $32.7K
|
4.79K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-144- 2.22% |
$30.4K - $32.9K
|
6.34K
$1.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-148- 0.95% |
$31.3K - $33.8K
|
15.5K
$4.68M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-150- 2.47% |
$31.7K - $34.3K
|
5.91K
$1.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-154- 3.35% |
$32.6K - $35.2K
|
4.44K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-158- 0.96% |
$33.4K - $36.1K
|
16.3K
$4.93M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-160- 1.14% |
$33.8K - $36.5K
|
13.9K
$4.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-162- 1.14% |
$34.2K - $37K
|
14.1K
$4.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-164- 0.77% |
$34.7K - $37.4K
|
21.2K
$6.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-164- 9.08% |
$34.7K - $37.4K
|
1.64K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-164- 3.61% |
$34.7K - $37.4K
|
4.38K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-165- 8.22% |
$34.9K - $37.7K
|
1.84K
$556K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 1.55% |
$34.9K - $37.7K
|
10.4K
$3.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-165- 13.11% |
$34.9K - $37.7K
|
1.09K
$330K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-166- 2.92% |
$35.1K - $37.9K
|
5.52K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-168- 32.88% |
$35.5K - $38.4K
|
343
$104K
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-169- 14.8% |
$35.7K - $38.6K
|
973
$294K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-171- 2.48% |
$36.2K - $39K
|
6.72K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-171- 1.88% |
$36.2K - $39K
|
8.94K
$2.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-175- 3.42% |
$37K - $40K
|
4.94K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-175- 54.69% |
$37K - $40K
|
145
$43.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-176- 6.44% |
$37.2K - $40.2K
|
2.56K
$771K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-176- 6.95% |
$37.2K - $40.2K
|
2.36K
$711K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-177- 3.02% |
$37.4K - $40.4K
|
5.69K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-179- 4.0% |
$37.8K - $40.9K
|
4.3K
$1.3M
|