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 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26+ 1.95% |
$5.5K - $5.94K
|
1.36K
$411K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26+ 1.0% |
$5.5K - $5.94K
|
2.64K
$796K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
26+ 0.6% |
$5.5K - $5.94K
|
4.36K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
26+ 0.29% |
$5.5K - $5.94K
|
9K
$2.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
26+ 0.28% |
$5.5K - $5.94K
|
9.31K
$2.81M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26+ 1.11% |
$5.5K - $5.94K
|
2.36K
$713K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
25+ 35.21% |
$5.29K - $5.71K
|
96
$29K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
24+ 0.45% |
$5.07K - $5.48K
|
5.4K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
24+ 15.48% |
$5.07K - $5.48K
|
179
$54K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
24+ 1.82% |
$5.07K - $5.48K
|
1.34K
$405K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
24+ 0.06% |
$5.07K - $5.48K
|
39.4K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
24+ 2.35% |
$5.07K - $5.48K
|
1.05K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
24New |
$5.07K - $5.48K
|
24
$7.24K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
23+ 0.17% |
$4.86K - $5.25K
|
13.8K
$4.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
22+ 0.48% |
$4.65K - $5.02K
|
4.6K
$1.39M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 0.32% |
$4.44K - $4.8K
|
6.56K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
21+ 0.54% |
$4.44K - $4.8K
|
3.94K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 4.94% |
$4.44K - $4.8K
|
446
$135K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 2.82% |
$4.44K - $4.8K
|
766
$231K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
20+ 0.32% |
$4.23K - $4.57K
|
6.31K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20+ 0.36% |
$4.23K - $4.57K
|
5.51K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.16% |
$4.23K - $4.57K
|
12.2K
$3.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
19+ 0.72% |
$4.02K - $4.34K
|
2.65K
$801K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
18+ 0.32% |
$3.81K - $4.11K
|
5.57K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
18+ 1.32% |
$3.81K - $4.11K
|
1.39K
$418K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
18+ 0.37% |
$3.81K - $4.11K
|
4.86K
$1.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
17+ 0.06% |
$3.59K - $3.88K
|
28.1K
$8.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
17+ 0.75% |
$3.59K - $3.88K
|
2.29K
$690K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
17+ 0.37% |
$3.59K - $3.88K
|
4.64K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Af Advisors, Inc.
|
BUY
|
- |
17+ 0.32% |
$3.59K - $3.88K
|
5.36K
$1.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16+ 0.71% |
$3.38K - $3.65K
|
2.26K
$681K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16+ 0.34% |
$3.38K - $3.65K
|
4.7K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16+ 1.62% |
$3.38K - $3.65K
|
1K
$302K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
15+ 0.21% |
$3.17K - $3.43K
|
7.14K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
15+ 0.36% |
$3.17K - $3.43K
|
4.15K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
14+ 0.18% |
$2.96K - $3.2K
|
8.01K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14+ 0.2% |
$2.96K - $3.2K
|
7.03K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14+ 0.07% |
$2.96K - $3.2K
|
19.2K
$5.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
14+ 0.37% |
$2.96K - $3.2K
|
3.77K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
14+ 0.34% |
$2.96K - $3.2K
|
4.1K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.04% |
$2.96K - $3.2K
|
39.5K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
13+ 0.15% |
$2.75K - $2.97K
|
8.69K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13+ 0.89% |
$2.75K - $2.97K
|
1.48K
$446K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
13+ 13.0% |
$2.75K - $2.97K
|
113
$34.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
13+ 0.37% |
$2.75K - $2.97K
|
3.54K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13+ 0.05% |
$2.75K - $2.97K
|
25.7K
$7.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13+ 0.67% |
$2.75K - $2.97K
|
1.95K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.37% |
$2.75K - $2.97K
|
3.55K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.36% |
$2.54K - $2.74K
|
3.36K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
12+ 0.33% |
$2.54K - $2.74K
|
3.62K
$1.09M
|