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 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
96+ 3.08% |
$20.3K - $21.9K
|
3.21K
$968K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
96+ 4.56% |
$20.3K - $21.9K
|
2.2K
$664K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
96+ 106.67% |
$20.3K - $21.9K
|
186
$56.1K
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
93+ 0.86% |
$19.7K - $21.2K
|
10.9K
$3.29M
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
92+ 5.74% |
$19.4K - $21K
|
1.69K
$511K
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
88+ 1.98% |
$18.6K - $20.1K
|
4.54K
$1.37M
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 1.05% |
$18.6K - $20.1K
|
8.47K
$2.56M
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
86+ 2.97% |
$18.2K - $19.6K
|
2.98K
$898K
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
86+ 9.2% |
$18.2K - $19.6K
|
1.02K
$308K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
86+ 7.03% |
$18.2K - $19.6K
|
1.31K
$395K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
86+ 0.3% |
$18.2K - $19.6K
|
29K
$8.74M
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
86+ 0.68% |
$18.2K - $19.6K
|
12.7K
$3.85M
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
85+ 170.0% |
$18K - $19.4K
|
135
$40.7K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
85+ 1.88% |
$18K - $19.4K
|
4.6K
$1.39M
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
85+ 170.0% |
$18K - $19.4K
|
135
$40.7K
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
84+ 6.56% |
$17.8K - $19.2K
|
1.36K
$412K
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
81+ 2.08% |
$17.1K - $18.5K
|
3.98K
$1.2M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
80+ 2.21% |
$16.9K - $18.3K
|
3.71K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
80+ 0.02% |
$16.9K - $18.3K
|
435K
$131M
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
80+ 4.24% |
$16.9K - $18.3K
|
1.97K
$594K
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
80+ 2.2% |
$16.9K - $18.3K
|
3.72K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
BUY
|
- |
79+ 0.07% |
$16.7K - $18K
|
120K
$36.2M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
79+ 2.43% |
$16.7K - $18K
|
3.34K
$1.01M
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
78+ 1.97% |
$16.5K - $17.8K
|
4.03K
$1.22M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
77+ 2.75% |
$16.3K - $17.6K
|
2.88K
$868K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
77+ 0.65% |
$16.3K - $17.6K
|
11.9K
$3.59M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
76+ 1520.0% |
$16.1K - $17.4K
|
81
$24.4K
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
75+ 4.82% |
$15.9K - $17.1K
|
1.63K
$492K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
75New |
$15.9K - $17.1K
|
75
$22.6K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
74+ 2.62% |
$15.6K - $16.9K
|
2.89K
$873K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
74+ 1.11% |
$15.6K - $16.9K
|
6.77K
$2.04M
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
74+ 28.79% |
$15.6K - $16.9K
|
331
$99.9K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
73+ 1.06% |
$15.4K - $16.7K
|
6.96K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
70+ 1.31% |
$14.8K - $16K
|
5.43K
$1.64M
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
69+ 3.6% |
$14.6K - $15.8K
|
1.99K
$600K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
68+ 0.14% |
$14.4K - $15.5K
|
47.6K
$14.4M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
67+ 3.02% |
$14.2K - $15.3K
|
2.28K
$689K
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
67+ 4.66% |
$14.2K - $15.3K
|
1.5K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
67+ 9.2% |
$14.2K - $15.3K
|
795
$240K
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
66+ 4.42% |
$14K - $15.1K
|
1.56K
$471K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
66+ 1.37% |
$14K - $15.1K
|
4.89K
$1.48M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
65+ 4.06% |
$13.7K - $14.8K
|
1.67K
$503K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
63+ 1.71% |
$13.3K - $14.4K
|
3.74K
$1.13M
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
63+ 0.3% |
$13.3K - $14.4K
|
21.1K
$6.36M
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
62+ 4.21% |
$13.1K - $14.2K
|
1.53K
$463K
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
61+ 9.43% |
$12.9K - $13.9K
|
708
$214K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
60+ 2.97% |
$12.7K - $13.7K
|
2.08K
$628K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
60+ 1.45% |
$12.7K - $13.7K
|
4.2K
$1.27M
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
60+ 5.13% |
$12.7K - $13.7K
|
1.23K
$371K
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
59+ 1.92% |
$12.5K - $13.5K
|
3.13K
$943K
|