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
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-334- 18.39% |
$70.6K - $76.3K
|
1.48K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-337- 5.93% |
$71.2K - $77K
|
5.35K
$1.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-340- 10.99% |
$71.9K - $77.6K
|
2.76K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-341- 16.37% |
$72.1K - $77.9K
|
1.74K
$476K
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-342- 0.5% |
$72.3K - $78.1K
|
68K
$18.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-344- 3.51% |
$72.7K - $78.6K
|
9.46K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-345- 0.1% |
$72.9K - $78.8K
|
341K
$93.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-346- 2.72% |
$73.1K - $79K
|
12.4K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-350- 2.91% |
$74K - $79.9K
|
11.7K
$3.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-351- 1.8% |
$74.2K - $80.2K
|
19.2K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-354- 7.16% |
$74.8K - $80.8K
|
4.59K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-356- 22.89% |
$75.3K - $81.3K
|
1.2K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-361- 1.67% |
$76.3K - $82.4K
|
21.3K
$5.82M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-366- 0.64% |
$77.4K - $83.6K
|
56.7K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-368- 2.54% |
$77.8K - $84K
|
14.1K
$3.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-382- 1.26% |
$80.8K - $87.2K
|
30K
$8.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-387- 1.01% |
$81.8K - $88.4K
|
38K
$10.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-389- 6.58% |
$82.2K - $88.8K
|
5.53K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-391- 5.69% |
$82.7K - $89.3K
|
6.48K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-393- 4.34% |
$83.1K - $89.7K
|
8.67K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-394- 1.49% |
$83.3K - $90K
|
26.1K
$7.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-396- 2.38% |
$83.7K - $90.4K
|
16.2K
$4.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-404- 3.67% |
$85.4K - $92.3K
|
10.6K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-407- 21.06% |
$86K - $92.9K
|
1.53K
$417K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-409- 24.04% |
$86.5K - $93.4K
|
1.29K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-409- 7.32% |
$86.5K - $93.4K
|
5.18K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-410- 3.27% |
$86.7K - $93.6K
|
12.1K
$3.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-411- 4.04% |
$86.9K - $93.9K
|
9.76K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-413- 1.13% |
$87.3K - $94.3K
|
36.2K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-416- 19.41% |
$87.9K - $95K
|
1.73K
$472K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-419- 3.07% |
$88.6K - $95.7K
|
13.2K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-423- 1.53% |
$89.4K - $96.6K
|
27.3K
$7.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-423- 2.98% |
$89.4K - $96.6K
|
13.8K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-423- 6.1% |
$89.4K - $96.6K
|
6.51K
$1.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-424- 8.57% |
$89.6K - $96.8K
|
4.52K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-427- 1.94% |
$90.3K - $97.5K
|
21.6K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-435- 1.07% |
$92K - $99.3K
|
40.1K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-435- 3.77% |
$92K - $99.3K
|
11.1K
$3.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-436- 4.19% |
$92.2K - $99.6K
|
9.96K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-439- 0.06% |
$92.8K - $100K
|
745K
$204M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-447- 0.53% |
$94.5K - $102K
|
83.3K
$22.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-448- 1.11% |
$94.7K - $102K
|
39.8K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-449- 0.27% |
$94.9K - $103K
|
168K
$46M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-450- 1.0% |
$95.1K - $103K
|
44.6K
$12.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-451- 0.65% |
$95.3K - $103K
|
69.2K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-451- 1.42% |
$95.3K - $103K
|
31.2K
$8.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-464- 0.73% |
$98.1K - $106K
|
63.3K
$17.3M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-464- 2.35% |
$98.1K - $106K
|
19.3K
$5.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-479- 62.13% |
$101K - $109K
|
292
$79.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-481- 1.1% |
$102K - $110K
|
43.1K
$11.8M
|