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 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-79- 11.11% |
$16.7K - $18K
|
632
$191K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-80- 3.28% |
$16.9K - $18.3K
|
2.36K
$713K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-80- 0.44% |
$16.9K - $18.3K
|
18.1K
$5.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-82- 0.94% |
$17.3K - $18.7K
|
8.65K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-84- 4.86% |
$17.8K - $19.2K
|
1.65K
$497K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-85- 1.81% |
$18K - $19.4K
|
4.61K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-88- 2.37% |
$18.6K - $20.1K
|
3.63K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-89- 0.57% |
$18.8K - $20.3K
|
15.4K
$4.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-90- 4.63% |
$19K - $20.6K
|
1.86K
$560K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-90- 1.48% |
$19K - $20.6K
|
5.99K
$1.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-90- 2.01% |
$19K - $20.6K
|
4.38K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-90- 4.04% |
$19K - $20.6K
|
2.14K
$646K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-90- 0.46% |
$19K - $20.6K
|
19.5K
$5.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-90- 1.74% |
$19K - $20.6K
|
5.09K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-90- 0.67% |
$19K - $20.6K
|
13.4K
$4.04M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-90- 6.08% |
$19K - $20.6K
|
1.39K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-91- 91.92% |
$19.2K - $20.8K
|
8
$2.41K
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-91- 0.69% |
$19.2K - $20.8K
|
13K
$3.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-92- 1.1% |
$19.4K - $21K
|
8.24K
$2.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-94- 4.27% |
$19.9K - $21.5K
|
2.11K
$636K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-95- 5.47% |
$20.1K - $21.7K
|
1.64K
$496K
|
|
|
Nov 06, 2023
Q3 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-95- 6.81% |
$20.1K - $21.7K
|
1.3K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-98- 0.7% |
$20.7K - $22.4K
|
14K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-98- 0.26% |
$20.7K - $22.4K
|
38.1K
$11.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.39% |
$21.1K - $22.8K
|
4.08K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-100- 2.54% |
$21.1K - $22.8K
|
3.84K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-100- 13.62% |
$21.1K - $22.8K
|
634
$191K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-100- 1.73% |
$21.1K - $22.8K
|
5.67K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-100- 0.29% |
$21.1K - $22.8K
|
34.9K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 0.83% |
$21.1K - $22.8K
|
12K
$3.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-101- 8.07% |
$21.4K - $23.1K
|
1.15K
$347K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-102- 1.71% |
$21.6K - $23.3K
|
5.86K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-102- 1.24% |
$21.6K - $23.3K
|
8.09K
$2.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-103- 0.29% |
$21.8K - $23.5K
|
36K
$10.9M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-104- 0.92% |
$22K - $23.7K
|
11.2K
$3.39M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-105- 0.49% |
$22.2K - $24K
|
21.5K
$6.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-105- 2.49% |
$22.2K - $24K
|
4.12K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-105- 0.07% |
$22.2K - $24K
|
153K
$46.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-107- 0.65% |
$22.6K - $24.4K
|
16.4K
$4.94M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-107- 8.16% |
$22.6K - $24.4K
|
1.21K
$364K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-108- 0.81% |
$22.8K - $24.7K
|
13.2K
$3.99M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-109- 4.28% |
$23K - $24.9K
|
2.44K
$736K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-110- 0.61% |
$23.3K - $25.1K
|
17.9K
$5.39M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-113- 2.06% |
$23.9K - $25.8K
|
5.36K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-115- 3.37% |
$24.3K - $26.3K
|
3.3K
$994K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-115- 4.46% |
$24.3K - $26.3K
|
2.46K
$743K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-116- 0.94% |
$24.5K - $26.5K
|
12.2K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-116- 0.59% |
$24.5K - $26.5K
|
19.5K
$5.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-118- 0.32% |
$24.9K - $26.9K
|
36.7K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-119- 1.45% |
$25.2K - $27.2K
|
8.08K
$2.44M
|