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 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7.57K+ 35.05% |
$1.6M - $1.73M
|
29.2K
$8.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.46K+ 26.57% |
$1.58M - $1.7M
|
35.5K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.08K+ 3.78% |
$1.5M - $1.62M
|
194K
$58.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
7.04KNew |
$1.49M - $1.61M
|
7.04K
$2.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.03KNew |
$1.49M - $1.6M
|
7.03K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7.01K+ 39.58% |
$1.48M - $1.6M
|
24.7K
$7.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
7KNew |
$1.48M - $1.6M
|
7K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.96KNew |
$1.47M - $1.59M
|
6.96K
$2.09M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
6.79KNew |
$1.43M - $1.55M
|
6.79K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6.76K+ 4.94% |
$1.43M - $1.54M
|
144K
$43.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
6.75KNew |
$1.43M - $1.54M
|
6.75K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.71K+ 7.36% |
$1.42M - $1.53M
|
98K
$29.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
6.64K+ 47.65% |
$1.4M - $1.52M
|
20.6K
$6.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
6.63K+ 8.72% |
$1.4M - $1.51M
|
82.6K
$24.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.62K+ 3.26% |
$1.4M - $1.51M
|
209K
$62.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.37K+ 11.75% |
$1.35M - $1.45M
|
60.6K
$18.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.31K+ 188.92% |
$1.33M - $1.44M
|
9.64K
$2.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
6.14K+ 12.04% |
$1.3M - $1.4M
|
57.2K
$17.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.12K+ 12.88% |
$1.29M - $1.4M
|
53.6K
$16.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
6.08K+ 1.98% |
$1.29M - $1.39M
|
313K
$94.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.06K+ 77.33% |
$1.28M - $1.38M
|
13.9K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.05K+ 12.42% |
$1.28M - $1.38M
|
54.8K
$16.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.04K+ 3.04% |
$1.28M - $1.38M
|
205K
$61.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
6.03K+ 3.71% |
$1.27M - $1.38M
|
168K
$50.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.94K+ 3.21% |
$1.26M - $1.36M
|
191K
$57.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.91K+ 1.77% |
$1.25M - $1.35M
|
340K
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.89K+ 13.09% |
$1.24M - $1.34M
|
50.9K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.87K+ 3.05% |
$1.24M - $1.34M
|
198K
$59.6M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.87K+ 3.05% |
$1.24M - $1.34M
|
198K
$59.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.87K+ 24.83% |
$1.24M - $1.34M
|
29.5K
$8.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.86K+ 54.92% |
$1.24M - $1.34M
|
16.5K
$4.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.84K+ 104.51% |
$1.23M - $1.33M
|
11.4K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.81K+ 15.14% |
$1.23M - $1.33M
|
44.2K
$13.3M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.8K+ 38660.0% |
$1.23M - $1.32M
|
5.81K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
5.72K+ 5.63% |
$1.21M - $1.31M
|
107K
$32.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.66KNew |
$1.2M - $1.29M
|
5.66K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.65K+ 7.47% |
$1.2M - $1.29M
|
81.4K
$24.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
5.64K+ 12.44% |
$1.19M - $1.29M
|
51K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.58K+ 5.52% |
$1.18M - $1.28M
|
107K
$32.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.55KNew |
$1.17M - $1.27M
|
5.55K
$1.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
5.54K+ 6.64% |
$1.17M - $1.26M
|
89K
$26.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.53K+ 15.32% |
$1.17M - $1.26M
|
41.6K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
5.53K+ 8.28% |
$1.17M - $1.26M
|
72.3K
$21.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
5.5K+ 5.54% |
$1.16M - $1.25M
|
105K
$31.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
5.48K+ 2.84% |
$1.16M - $1.25M
|
199K
$59.7M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.45K+ 82.39% |
$1.15M - $1.24M
|
12.1K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
5.44K+ 1.5% |
$1.15M - $1.24M
|
367K
$110M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.4K+ 156.91% |
$1.14M - $1.23M
|
8.85K
$2.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
5.33K+ 5.43% |
$1.13M - $1.22M
|
104K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.25K+ 99.85% |
$1.11M - $1.2M
|
10.5K
$3.16M
|