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 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
319+ 17.64% |
$67.4K - $72.8K
|
2.13K
$642K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
318+ 2.85% |
$67.2K - $72.6K
|
11.5K
$3.47M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
317+ 28.79% |
$67K - $72.4K
|
1.42K
$428K
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
315+ 4.7% |
$66.6K - $71.9K
|
7.02K
$2.12M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
313+ 22.95% |
$66.2K - $71.5K
|
1.68K
$506K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
308+ 13.42% |
$65.1K - $70.3K
|
2.6K
$786K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
307+ 2.93% |
$64.9K - $70.1K
|
10.8K
$3.25M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
304+ 3.96% |
$64.3K - $69.4K
|
7.98K
$2.41M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
303+ 0.38% |
$64.1K - $69.2K
|
80.3K
$24.2M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
303+ 2.63% |
$64.1K - $69.2K
|
11.8K
$3.57M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
302+ 5.31% |
$63.8K - $69K
|
5.99K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
302+ 17.26% |
$63.8K - $69K
|
2.05K
$619K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
301+ 5.01% |
$63.6K - $68.7K
|
6.31K
$1.9M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
301+ 0.23% |
$63.6K - $68.7K
|
129K
$38.8M
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
300+ 4.39% |
$63.4K - $68.5K
|
7.14K
$2.15M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
299+ 10.7% |
$63.2K - $68.3K
|
3.09K
$934K
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
298+ 3.24% |
$63K - $68K
|
9.49K
$2.86M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
296+ 26.67% |
$62.6K - $67.6K
|
1.41K
$424K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
295+ 1.0% |
$62.4K - $67.4K
|
29.7K
$8.96M
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
291+ 19.3% |
$61.5K - $66.4K
|
1.8K
$543K
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
286+ 3.31% |
$60.5K - $65.3K
|
8.93K
$2.7M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
283+ 2.86% |
$59.8K - $64.6K
|
10.2K
$3.07M
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
282+ 4.15% |
$59.6K - $64.4K
|
7.08K
$2.14M
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
280+ 28.31% |
$59.2K - $63.9K
|
1.27K
$383K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
276+ 1.07% |
$58.3K - $63K
|
26.1K
$7.87M
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
271+ 0.44% |
$57.3K - $61.9K
|
62.3K
$18.8M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
271+ 1.86% |
$57.3K - $61.9K
|
14.8K
$4.47M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
270+ 3.13% |
$57.1K - $61.7K
|
8.9K
$2.68M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
270+ 1.71% |
$57.1K - $61.7K
|
16K
$4.84M
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
264+ 10.93% |
$55.8K - $60.3K
|
2.68K
$809K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
260+ 17.68% |
$55K - $59.4K
|
1.73K
$522K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
260+ 6.28% |
$55K - $59.4K
|
4.4K
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
258+ 0.58% |
$54.5K - $58.9K
|
44.9K
$13.6M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
251+ 0.89% |
$53.1K - $57.3K
|
28.4K
$8.58M
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
248+ 14.49% |
$52.4K - $56.6K
|
1.96K
$592K
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
248+ 11.51% |
$52.4K - $56.6K
|
2.4K
$725K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
245+ 20.37% |
$51.8K - $55.9K
|
1.45K
$437K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
241+ 2.18% |
$50.9K - $55K
|
11.3K
$3.41M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
240New |
$50.7K - $54.8K
|
240
$72.4K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
237+ 0.94% |
$50.1K - $54.1K
|
25.4K
$7.68M
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
237+ 0.74% |
$50.1K - $54.1K
|
32.1K
$9.68M
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
234+ 19.12% |
$49.5K - $53.4K
|
1.46K
$440K
|
|
Nov 03, 2023
Q3 2023
|
Fiduciary Counselling Inc
|
BUY
|
- |
233+ 3.81% |
$49.3K - $53.2K
|
6.35K
$1.92M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
232+ 18.63% |
$49K - $53K
|
1.48K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
232+ 1.31% |
$49K - $53K
|
18K
$5.42M
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
230+ 30.75% |
$48.6K - $52.5K
|
978
$295K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
222+ 3.67% |
$46.9K - $50.7K
|
6.27K
$1.89M
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
221+ 8.07% |
$46.7K - $50.5K
|
2.96K
$894K
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
220+ 0.21% |
$46.5K - $50.2K
|
107K
$32.1M
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
216+ 0.49% |
$45.7K - $49.3K
|
44.5K
$13.4M
|