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 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.7K+ 3.99% |
$2.69M - $2.9M
|
331K
$99.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.6K+ 57.12% |
$2.67M - $2.89M
|
34.8K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
12.6K+ 4.76% |
$2.65M - $2.87M
|
276K
$83M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.4K+ 5.59% |
$2.61M - $2.82M
|
233K
$70.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
12.3K+ 58.08% |
$2.6M - $2.8M
|
33.4K
$10M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
12.1K+ 25.51% |
$2.56M - $2.76M
|
59.5K
$17.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
12.1K+ 2.59% |
$2.55M - $2.75M
|
477K
$143M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12.1K+ 1.61% |
$2.55M - $2.75M
|
759K
$228M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 5.13% |
$2.52M - $2.72M
|
244K
$73.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.9K+ 87.13% |
$2.52M - $2.72M
|
25.6K
$7.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.8K+ 1.74% |
$2.49M - $2.69M
|
689K
$207M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.6K+ 39.52% |
$2.46M - $2.66M
|
41.1K
$12.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 10.15% |
$2.44M - $2.63M
|
125K
$37.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.4K+ 100.46% |
$2.42M - $2.61M
|
22.8K
$6.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11.2K+ 1.79% |
$2.37M - $2.56M
|
638K
$192M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.2KNew |
$2.37M - $2.56M
|
11.2K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.1K+ 16.33% |
$2.35M - $2.54M
|
79.4K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.1K+ 6.56% |
$2.34M - $2.52M
|
180K
$54M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11K+ 0.45% |
$2.33M - $2.51M
|
2.48M
$745M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
10.4K+ 16.77% |
$2.2M - $2.38M
|
72.6K
$21.8M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.4K+ 3.04% |
$2.19M - $2.37M
|
351K
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 17.25% |
$2.18M - $2.35M
|
70K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
10K+ 520.3% |
$2.12M - $2.29M
|
12K
$3.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10K+ 31.34% |
$2.11M - $2.28M
|
41.9K
$12.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
10K+ 35.81% |
$2.11M - $2.28M
|
37.9K
$11.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.83K+ 7.07% |
$2.08M - $2.24M
|
149K
$44.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.8K+ 28.71% |
$2.07M - $2.24M
|
43.9K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.62K+ 4581.9% |
$2.03M - $2.2M
|
9.83K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.58K+ 5.01% |
$2.02M - $2.19M
|
201K
$60.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.37K+ 16.24% |
$1.98M - $2.14M
|
67.1K
$20.2M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
9.35K+ 126.98% |
$1.98M - $2.14M
|
16.7K
$5.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
9.01K+ 22.33% |
$1.9M - $2.06M
|
49.3K
$14.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
8.99K+ 4.35% |
$1.9M - $2.05M
|
216K
$64.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.82K+ 9.03% |
$1.87M - $2.01M
|
107K
$32M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.73K+ 10.68% |
$1.84M - $1.99M
|
90.4K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.64K+ 17.78% |
$1.83M - $1.97M
|
57.2K
$17.2M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.55K+ 20.43% |
$1.81M - $1.95M
|
50.4K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.54K+ 2.59% |
$1.81M - $1.95M
|
338K
$102M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8.51K+ 2.34% |
$1.8M - $1.94M
|
372K
$112M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.5K+ 4.88% |
$1.8M - $1.94M
|
183K
$55M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.5K+ 23.61% |
$1.8M - $1.94M
|
44.5K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8.39K+ 2.4% |
$1.77M - $1.92M
|
359K
$108M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.28KNew |
$1.75M - $1.89M
|
8.28K
$2.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.14K+ 12.87% |
$1.72M - $1.86M
|
71.4K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.04K+ 628.23% |
$1.7M - $1.83M
|
9.31K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.01K+ 3.42% |
$1.69M - $1.83M
|
242K
$72.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
8K+ 11.06% |
$1.69M - $1.83M
|
80.3K
$24.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.89K+ 4.23% |
$1.67M - $1.8M
|
195K
$58.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.85K+ 8.13% |
$1.66M - $1.79M
|
104K
$31.4M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.63KNew |
$1.61M - $1.74M
|
7.63K
$2.29M
|