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 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.22K- 12.49% |
$680K - $734K
|
22.5K
$6.77M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 9.57% |
$683K - $738K
|
30.5K
$9.17M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-3.23K- 1.91% |
$683K - $738K
|
166K
$49.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.27K- 41.3% |
$690K - $746K
|
4.64K
$1.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.27K- 2.97% |
$692K - $747K
|
107K
$32.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-3.32K- 1.42% |
$701K - $757K
|
230K
$69.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.38K- 24.32% |
$714K - $771K
|
10.5K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.45K- 20.22% |
$729K - $788K
|
13.6K
$4.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.52K- 3.26% |
$744K - $804K
|
104K
$31.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 0.47% |
$760K - $820K
|
765K
$230M
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-3.64K- 1.29% |
$770K - $831K
|
278K
$83.4M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-3.71K- 1.67% |
$785K - $848K
|
218K
$65.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.8K- 1.12% |
$803K - $867K
|
335K
$101M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.8K- 2.56% |
$803K - $868K
|
144K
$43.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3.89K- 1.08% |
$823K - $889K
|
356K
$107M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.99K- 4.45% |
$843K - $911K
|
85.7K
$25.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4K- 7.87% |
$846K - $913K
|
46.8K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.04K- 1.45% |
$855K - $923K
|
275K
$82.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.09K- 7.52% |
$864K - $933K
|
50.2K
$15.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-4.09K- 1.84% |
$865K - $934K
|
218K
$65.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.13K- 1.15% |
$873K - $943K
|
354K
$106M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-4.14K- 12.32% |
$874K - $944K
|
29.4K
$8.84M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.18K- 12.97% |
$884K - $955K
|
28.1K
$8.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 2.7% |
$887K - $958K
|
151K
$45.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.21K- 40.73% |
$889K - $961K
|
6.12K
$1.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-4.27K- 14.14% |
$902K - $974K
|
25.9K
$7.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-4.32K- 2.28% |
$913K - $986K
|
185K
$55.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-4.33K- 4.7% |
$916K - $989K
|
87.9K
$26.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.39K- 14.14% |
$929K - $1M
|
26.7K
$8.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.43K- 4.56% |
$937K - $1.01M
|
92.6K
$27.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.47K- 45.23% |
$945K - $1.02M
|
5.42K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.49K- 0.91% |
$948K - $1.02M
|
489K
$147M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.5K- 7.5% |
$952K - $1.03M
|
55.5K
$16.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-4.52K- 41.38% |
$956K - $1.03M
|
6.41K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.53K- 1.2% |
$957K - $1.03M
|
374K
$112M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-4.59K- 1.45% |
$971K - $1.05M
|
313K
$94M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4.67K- 2.59% |
$987K - $1.07M
|
176K
$52.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.69K- 2.79% |
$992K - $1.07M
|
163K
$49.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.76K- 5.04% |
$1.01M - $1.09M
|
89.7K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.84K- 2.48% |
$1.02M - $1.1M
|
190K
$57.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-4.85K- 3.29% |
$1.02M - $1.11M
|
142K
$42.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.86K- 28.34% |
$1.03M - $1.11M
|
12.3K
$3.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.98K- 2.26% |
$1.05M - $1.14M
|
215K
$64.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5K- 22.1% |
$1.06M - $1.14M
|
17.6K
$5.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.08K- 16.38% |
$1.07M - $1.16M
|
25.9K
$7.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.22K- 2.01% |
$1.1M - $1.19M
|
255K
$76.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.26K- 1.77% |
$1.11M - $1.2M
|
292K
$87.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.38K- 5.22% |
$1.14M - $1.23M
|
97.6K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-5.4K- 4.21% |
$1.14M - $1.23M
|
123K
$36.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.48K- 10.65% |
$1.16M - $1.25M
|
46K
$13.8M
|