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 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
572+ 4.27% |
$121K - $131K
|
14K
$4.22M
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
572+ 14.64% |
$121K - $131K
|
4.48K
$1.35M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
565+ 4.66% |
$119K - $129K
|
12.7K
$3.83M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
562+ 1.1% |
$119K - $128K
|
51.8K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
559+ 4.85% |
$118K - $128K
|
12.1K
$3.65M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
555+ 0.39% |
$117K - $127K
|
142K
$42.8M
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
550+ 1.9% |
$116K - $126K
|
29.5K
$8.89M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
546+ 7.46% |
$115K - $125K
|
7.86K
$2.37M
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
544+ 23.21% |
$115K - $124K
|
2.89K
$872K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
540+ 23.81% |
$114K - $123K
|
2.81K
$847K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
536+ 2.66% |
$113K - $122K
|
20.7K
$6.25M
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
533+ 4.89% |
$113K - $122K
|
11.4K
$3.45M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
529+ 5.36% |
$112K - $121K
|
10.4K
$3.14M
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
528+ 8.79% |
$112K - $121K
|
6.54K
$1.97M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
525+ 14.85% |
$111K - $120K
|
4.06K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
524+ 50.73% |
$111K - $120K
|
1.56K
$470K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
521+ 0.57% |
$110K - $119K
|
92.4K
$27.9M
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
516+ 13.96% |
$109K - $118K
|
4.21K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
510New |
$108K - $116K
|
510
$154K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
510+ 0.11% |
$108K - $116K
|
454K
$137M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
502+ 22.61% |
$106K - $115K
|
2.72K
$821K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
501+ 1.9% |
$106K - $114K
|
26.9K
$8.11M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
501+ 1.51% |
$106K - $114K
|
33.7K
$10.2M
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
500+ 2.86% |
$106K - $114K
|
18K
$5.43M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
495+ 3.71% |
$105K - $113K
|
13.8K
$4.17M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
494+ 3.37% |
$104K - $113K
|
15.1K
$4.57M
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
491+ 38.24% |
$104K - $112K
|
1.78K
$536K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
489New |
$103K - $112K
|
489
$148K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
487+ 8.83% |
$103K - $111K
|
6K
$1.81M
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
485+ 1.46% |
$103K - $111K
|
33.7K
$10.2M
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
482+ 4.93% |
$102K - $110K
|
10.3K
$3.1M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
482+ 2.11% |
$102K - $110K
|
23.3K
$7.04M
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
479+ 24.27% |
$101K - $109K
|
2.45K
$740K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
474+ 0.09% |
$100K - $108K
|
541K
$163M
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
470+ 3.07% |
$99.4K - $107K
|
15.8K
$4.77M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
470+ 7.8% |
$99.4K - $107K
|
6.5K
$1.96M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
467+ 9.76% |
$98.7K - $107K
|
5.25K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
466+ 2.52% |
$98.5K - $106K
|
19K
$5.73M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
464+ 2.22% |
$98.1K - $106K
|
21.4K
$6.46M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
462+ 12.4% |
$97.7K - $105K
|
4.19K
$1.26M
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
461+ 1.54% |
$97.5K - $105K
|
30.3K
$9.15M
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
460+ 4.8% |
$97.2K - $105K
|
10K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
460+ 8.33% |
$97.2K - $105K
|
5.98K
$1.8M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
459+ 1.5% |
$97K - $105K
|
31.1K
$9.39M
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
457+ 7.11% |
$96.6K - $104K
|
6.88K
$2.08M
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
456+ 7.78% |
$96.4K - $104K
|
6.32K
$1.91M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
456+ 46.48% |
$96.4K - $104K
|
1.44K
$434K
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
450+ 3.36% |
$95.1K - $103K
|
13.8K
$4.17M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
448+ 1.01% |
$94.7K - $102K
|
44.9K
$13.6M
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
445+ 1.49% |
$94.1K - $102K
|
30.2K
$9.13M
|