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 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-893- 8.99% |
$189K - $204K
|
9.04K
$2.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-896- 6.51% |
$189K - $205K
|
12.9K
$3.87M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-903- 0.75% |
$191K - $206K
|
120K
$35.9M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-903- 1.04% |
$191K - $206K
|
85.9K
$25.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-909- 45.56% |
$192K - $208K
|
1.09K
$326K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-914- 5.53% |
$193K - $209K
|
15.6K
$4.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-919- 5.91% |
$194K - $210K
|
14.6K
$4.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-919- 0.28% |
$194K - $210K
|
327K
$98.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-924- 2.44% |
$195K - $211K
|
36.9K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-931- 1.8% |
$197K - $213K
|
50.7K
$15.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-937- 17.3% |
$198K - $214K
|
4.48K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-939- 10.89% |
$199K - $214K
|
7.68K
$2.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-940- 0.51% |
$199K - $215K
|
183K
$55M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-955- 63.46% |
$202K - $218K
|
550
$165K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-963- 2.8% |
$204K - $220K
|
33.4K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-971- 5.03% |
$205K - $222K
|
18.3K
$5.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-974- 5.76% |
$206K - $222K
|
15.9K
$4.79M
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-979- 0.79% |
$207K - $224K
|
124K
$37.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-982- 50.0% |
$208K - $224K
|
982
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-987- 6.17% |
$209K - $225K
|
15K
$4.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.01K- 7.13% |
$213K - $230K
|
13.1K
$3.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 0.2% |
$215K - $232K
|
497K
$149M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.03K- 10.74% |
$218K - $235K
|
8.56K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.04K- 21.05% |
$219K - $236K
|
3.88K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.04K- 4.11% |
$220K - $237K
|
24.3K
$7.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.05K- 3.65% |
$222K - $239K
|
27.7K
$8.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.05K- 29.99% |
$222K - $239K
|
2.45K
$735K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.06K- 0.47% |
$224K - $242K
|
224K
$67.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 1.84% |
$225K - $243K
|
56.9K
$17.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.08K- 3.89% |
$227K - $245K
|
26.6K
$7.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.08K- 9.47% |
$229K - $247K
|
10.3K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.08K- 12.04% |
$229K - $247K
|
7.9K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.1K- 3.52% |
$232K - $250K
|
30K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 3.18% |
$234K - $253K
|
33.8K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.12K- 1.75% |
$236K - $255K
|
62.7K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.13K- 49.41% |
$239K - $258K
|
1.16K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.13K- 1.2% |
$240K - $259K
|
93.2K
$28M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.14K- 6.22% |
$241K - $260K
|
17.2K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.14K- 1.85% |
$241K - $260K
|
60.6K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.15K- 7.2% |
$244K - $264K
|
14.9K
$4.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.16K- 0.89% |
$244K - $264K
|
129K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 3.11% |
$245K - $265K
|
36.2K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.33% |
$251K - $271K
|
87.7K
$26.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.19K- 3.38% |
$251K - $271K
|
34K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 3.41% |
$254K - $274K
|
34.1K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.08% |
$255K - $275K
|
37.9K
$11.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.21K- 15.92% |
$255K - $276K
|
6.38K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.22K- 25.25% |
$257K - $278K
|
3.61K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.23K- 9.6% |
$259K - $280K
|
11.5K
$3.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.23K- 1.36% |
$260K - $281K
|
89.5K
$26.9M
|