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 |
---|---|---|---|---|---|---|---|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 46.89% |
$2.39M - $2.58M
|
12.8K
$3.84M
|
|
Oct 10, 2023
Q3 2023
|
Gp Brinson Investments LLC
|
SELL
|
- |
-12K- 5.16% |
$2.53M - $2.73M
|
220K
$66.1M
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-12.2K- 5.96% |
$2.57M - $2.78M
|
192K
$57.7M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 21.16% |
$2.63M - $2.84M
|
46.3K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12.4K- 7.16% |
$2.63M - $2.84M
|
161K
$48.4M
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-12.6K- 13.72% |
$2.66M - $2.87M
|
79.1K
$23.8M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.6K- 68.96% |
$2.67M - $2.88M
|
5.68K
$1.71M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.9K- 3.46% |
$2.73M - $2.95M
|
361K
$108M
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-13K- 45.33% |
$2.75M - $2.97M
|
15.7K
$4.72M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.1K- 14.11% |
$2.77M - $3M
|
79.9K
$24M
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-13.8K- 1.85% |
$2.92M - $3.15M
|
731K
$220M
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 10.77% |
$3.02M - $3.26M
|
118K
$35.5M
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-14.5K- 23.96% |
$3.07M - $3.31M
|
46K
$13.8M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14.6K- 46.84% |
$3.09M - $3.34M
|
16.6K
$4.99M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-14.7K- 23.0% |
$3.11M - $3.36M
|
49.3K
$14.8M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14.9K- 11.43% |
$3.15M - $3.4M
|
115K
$34.7M
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-14.9K- 85.68% |
$3.16M - $3.41M
|
2.5K
$750K
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-15.1K- 6.3% |
$3.19M - $3.45M
|
224K
$67.4M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-15.3K- 3.93% |
$3.23M - $3.49M
|
374K
$112M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-15.3K- 1.09% |
$3.24M - $3.5M
|
1.39M
$417M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.3K- 3.59% |
$3.24M - $3.5M
|
412K
$124M
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-15.6K- 2.82% |
$3.3M - $3.56M
|
537K
$161M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-17.2K- 44.63% |
$3.64M - $3.93M
|
21.3K
$6.41M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-17.6K- 2.74% |
$3.73M - $4.03M
|
625K
$188M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17.8K- 24.34% |
$3.76M - $4.06M
|
55.3K
$16.6M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-17.9K- 21.45% |
$3.79M - $4.09M
|
65.6K
$19.7M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18.6K- 1.33% |
$3.93M - $4.24M
|
1.38M
$415M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.2K- 27.87% |
$4.06M - $4.39M
|
49.8K
$15M
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-19.8K- 20.94% |
$4.18M - $4.52M
|
74.7K
$22.4M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 74.16% |
$4.3M - $4.64M
|
7.08K
$2.13M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20.5K- 29.68% |
$4.33M - $4.68M
|
48.6K
$14.6M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-20.5K- 40.69% |
$4.34M - $4.69M
|
29.9K
$8.99M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-22.4K- 22.69% |
$4.73M - $5.1M
|
76.1K
$22.9M
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-22.5K- 9.82% |
$4.76M - $5.14M
|
207K
$62.1M
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-23.6K- 61.2% |
$4.99M - $5.39M
|
15K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.2K- 1.83% |
$5.11M - $5.52M
|
1.29M
$389M
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-24.6K- 2.03% |
$5.2M - $5.61M
|
1.19M
$357M
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-24.8K- 12.26% |
$5.24M - $5.66M
|
177K
$53.3M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25.2K- 2.93% |
$5.33M - $5.76M
|
836K
$251M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-25.4K- 46.41% |
$5.38M - $5.81M
|
29.4K
$8.83M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.8K- 42.12% |
$5.46M - $5.9M
|
35.5K
$10.7M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.4K- 88.77% |
$6.42M - $6.93M
|
3.84K
$1.15M
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-30.8K- 5.19% |
$6.5M - $7.03M
|
562K
$169M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.7K- 1.06% |
$6.7M - $7.24M
|
2.95M
$886M
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-32.6K- 73.56% |
$6.89M - $7.44M
|
11.7K
$3.52M
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-33K- 15.01% |
$6.99M - $7.55M
|
187K
$56.2M
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-35.9K- 36.52% |
$7.59M - $8.2M
|
62.4K
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-36.1K- 5.32% |
$7.63M - $8.24M
|
642K
$193M
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-36.6K- 1.71% |
$7.73M - $8.35M
|
2.1M
$632M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-37.3K- 2.51% |
$7.88M - $8.51M
|
1.45M
$436M
|