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 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.23K- 23.16% |
$260K - $281K
|
4.09K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.25K- 1.5% |
$265K - $286K
|
82.2K
$24.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.25K- 2.28% |
$265K - $286K
|
53.6K
$16.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.26K- 6.41% |
$266K - $287K
|
18.3K
$5.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.26K- 5.67% |
$267K - $288K
|
21K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.27K- 2.07% |
$269K - $290K
|
60.2K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.28K- 7.57% |
$270K - $291K
|
15.6K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.28K- 5.55% |
$270K - $291K
|
21.7K
$6.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.28K- 39.46% |
$270K - $291K
|
1.96K
$588K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.28K- 0.92% |
$270K - $292K
|
137K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.28K- 0.51% |
$270K - $292K
|
248K
$74.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.29K- 8.09% |
$272K - $294K
|
14.6K
$4.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.3K- 16.76% |
$275K - $297K
|
6.46K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.31K- 27.01% |
$276K - $298K
|
3.53K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.31K- 1.26% |
$276K - $298K
|
102K
$30.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.31K- 18.56% |
$276K - $298K
|
5.74K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.34K- 1.53% |
$283K - $305K
|
86.2K
$25.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.35K- 0.49% |
$286K - $309K
|
277K
$83.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.35K- 2.18% |
$286K - $309K
|
60.7K
$18.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.36K- 2.91% |
$287K - $310K
|
45.3K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.37K- 2.87% |
$290K - $313K
|
46.4K
$13.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.38K- 4.98% |
$292K - $316K
|
26.3K
$7.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.4K- 7.71% |
$297K - $320K
|
16.8K
$5.04M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.4K- 12.05% |
$297K - $321K
|
10.2K
$3.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.41K- 0.83% |
$297K - $321K
|
168K
$50.4M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-1.46K- 0.65% |
$309K - $333K
|
223K
$67M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.46K- 1.29% |
$309K - $333K
|
112K
$33.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 0.8% |
$312K - $337K
|
183K
$54.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.49K- 10.34% |
$314K - $339K
|
12.9K
$3.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.49K- 10.73% |
$314K - $339K
|
12.4K
$3.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.5K- 2.02% |
$317K - $343K
|
72.8K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 2.86% |
$320K - $346K
|
51.5K
$15.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.52K- 23.39% |
$322K - $348K
|
4.99K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 6.66% |
$322K - $348K
|
21.4K
$6.43M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 2.05% |
$330K - $356K
|
74.5K
$22.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 2.15% |
$332K - $359K
|
71.4K
$21.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 10.43% |
$337K - $364K
|
13.7K
$4.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.61K- 23.66% |
$340K - $368K
|
5.2K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.63K- 55.57% |
$345K - $373K
|
1.31K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.66K- 3.56% |
$351K - $379K
|
45K
$13.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.67K- 4.47% |
$353K - $382K
|
35.7K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.7K- 8.72% |
$359K - $388K
|
17.8K
$5.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.72K- 19.72% |
$364K - $393K
|
7.02K
$2.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.77K- 4.01% |
$373K - $403K
|
42.3K
$12.7M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.77K- 10.03% |
$373K - $403K
|
15.8K
$4.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 5.82% |
$374K - $404K
|
28.6K
$8.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.79K- 2.74% |
$378K - $408K
|
63.4K
$19.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.8K- 47.15% |
$381K - $411K
|
2.02K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.8K- 11.95% |
$381K - $412K
|
13.3K
$3.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 33.84% |
$382K - $413K
|
3.54K
$1.06M
|