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 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
59+ 1.25% |
$12.5K - $13.5K
|
4.78K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
56+ 1.96% |
$11.8K - $12.8K
|
2.92K
$881K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
55+ 1.17% |
$11.6K - $12.6K
|
4.77K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
52+ 4.61% |
$11K - $11.9K
|
1.18K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
52+ 1.94% |
$11K - $11.9K
|
2.73K
$824K
|
|
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 0.37% |
$11K - $11.9K
|
14K
$4.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
51+ 1.72% |
$10.8K - $11.6K
|
3.02K
$910K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
51+ 4.02% |
$10.8K - $11.6K
|
1.32K
$398K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
51+ 0.78% |
$10.8K - $11.6K
|
6.61K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
50New |
$10.6K - $11.4K
|
50
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
50+ 2.02% |
$10.6K - $11.4K
|
2.52K
$762K
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
49+ 0.3% |
$10.4K - $11.2K
|
16.2K
$4.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
47+ 0.3% |
$9.94K - $10.7K
|
16K
$4.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.05% |
$9.72K - $10.5K
|
4.45K
$1.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.15% |
$9.72K - $10.5K
|
31.5K
$9.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
45+ 0.4% |
$9.51K - $10.3K
|
11.3K
$3.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
45+ 3.2% |
$9.51K - $10.3K
|
1.45K
$438K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
45+ 107.14% |
$9.51K - $10.3K
|
87
$26.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
44+ 2.41% |
$9.3K - $10K
|
1.87K
$564K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
44+ 89.8% |
$9.3K - $10K
|
93
$28.1K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
44+ 3.49% |
$9.3K - $10K
|
1.31K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
43+ 0.48% |
$9.09K - $9.82K
|
8.94K
$2.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42New |
$8.88K - $9.59K
|
42
$12.7K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
42+ 1.52% |
$8.88K - $9.59K
|
2.8K
$845K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
41+ 0.55% |
$8.67K - $9.36K
|
7.5K
$2.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
40+ 1.56% |
$8.46K - $9.13K
|
2.61K
$788K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
39+ 3.14% |
$8.24K - $8.91K
|
1.28K
$387K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
38New |
$8.03K - $8.68K
|
38
$11.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
38+ 0.44% |
$8.03K - $8.68K
|
8.75K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
37+ 1.06% |
$7.82K - $8.45K
|
3.54K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 2.05% |
$7.82K - $8.45K
|
1.84K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
37+ 0.46% |
$7.82K - $8.45K
|
8.02K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
37+ 2.68% |
$7.82K - $8.45K
|
1.42K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
36+ 0.72% |
$7.61K - $8.22K
|
5.01K
$1.51M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
36New |
$7.61K - $8.22K
|
36
$10.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35New |
$7.4K - $7.99K
|
35
$10.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
35+ 0.28% |
$7.4K - $7.99K
|
12.3K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
34+ 1.32% |
$7.19K - $7.76K
|
2.62K
$789K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
34+ 1.12% |
$7.19K - $7.76K
|
3.06K
$925K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 3.7% |
$7.19K - $7.76K
|
953
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
34+ 0.76% |
$7.19K - $7.76K
|
4.54K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
32+ 0.38% |
$6.77K - $7.31K
|
8.54K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
32+ 0.74% |
$6.77K - $7.31K
|
4.33K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.68% |
$6.77K - $7.31K
|
1.94K
$584K
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
30+ 2.58% |
$6.34K - $6.85K
|
1.19K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 0.14% |
$6.13K - $6.62K
|
21K
$6.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
28+ 2.99% |
$5.92K - $6.39K
|
965
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
28+ 0.34% |
$5.92K - $6.39K
|
8.16K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
27+ 0.19% |
$5.71K - $6.17K
|
14.2K
$4.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
27+ 0.38% |
$5.71K - $6.17K
|
7.2K
$2.17M
|