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 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.1K+ 0.44% |
$444K - $480K
|
479K
$144M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.09K+ 5.35% |
$441K - $477K
|
41.1K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.09K+ 2.91% |
$441K - $477K
|
73.8K
$22.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
2.09K+ 8.19% |
$441K - $477K
|
27.6K
$8.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.09K+ 44.14% |
$441K - $477K
|
6.82K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.07K+ 1.08% |
$438K - $473K
|
194K
$58.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$432K - $466K
|
2.04K
$613K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
2.04K+ 54.31% |
$431K - $466K
|
5.8K
$1.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.04K+ 4.78% |
$430K - $465K
|
44.6K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 17.19% |
$429K - $464K
|
13.8K
$4.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 1.61% |
$428K - $462K
|
128K
$38.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 2.03% |
$414K - $447K
|
98.3K
$29.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.95K+ 1.76% |
$412K - $445K
|
112K
$33.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.94KNew |
$411K - $443K
|
1.94K
$583K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.92K+ 23.61% |
$406K - $438K
|
10.1K
$3.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.9KNew |
$402K - $434K
|
1.9K
$571K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 5.63% |
$401K - $433K
|
35.6K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.89KNew |
$400K - $432K
|
1.89K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.87K+ 2.44% |
$396K - $427K
|
78.4K
$23.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.86K+ 99.78% |
$392K - $424K
|
3.72K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.86K+ 60.62% |
$392K - $424K
|
4.92K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 2.09% |
$392K - $423K
|
90.5K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.84K+ 34.27% |
$389K - $420K
|
7.21K
$2.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.83K+ 36.92% |
$388K - $419K
|
6.8K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.83K+ 3.08% |
$387K - $418K
|
61.3K
$18.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.83KNew |
$386K - $417K
|
1.83K
$549K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.83KNew |
$386K - $417K
|
1.83K
$548K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.82K+ 179.35% |
$386K - $417K
|
2.84K
$854K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.82K+ 10.07% |
$385K - $415K
|
19.9K
$5.97M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.81K+ 2.62% |
$383K - $413K
|
71K
$21.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.8KNew |
$380K - $411K
|
1.8K
$540K
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.79KNew |
$379K - $409K
|
1.79K
$538K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.79K+ 7.44% |
$377K - $408K
|
25.8K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.78K+ 11.58% |
$376K - $406K
|
17.2K
$5.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.76KNew |
$373K - $403K
|
1.76K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.76K+ 107.43% |
$373K - $403K
|
3.41K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.75K+ 11.96% |
$371K - $400K
|
16.4K
$4.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.74K+ 2.18% |
$367K - $396K
|
81.5K
$24.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.72K+ 10.07% |
$364K - $393K
|
18.8K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.72K+ 95.93% |
$363K - $393K
|
3.51K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.66K+ 93.57% |
$351K - $379K
|
3.43K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.65K+ 89.94% |
$350K - $378K
|
3.49K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.64KNew |
$348K - $375K
|
1.64K
$494K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.64KNew |
$346K - $374K
|
1.64K
$492K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 33.6% |
$346K - $374K
|
6.51K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.63K+ 3.94% |
$344K - $371K
|
42.9K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.61K+ 8.7% |
$341K - $368K
|
20.2K
$6.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$340K - $367K
|
1.61K
$483K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.59K+ 2.44% |
$337K - $364K
|
66.9K
$20.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.58K+ 5.74% |
$334K - $361K
|
29.1K
$8.75M
|