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 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
22.1K+ 14.43% |
$4.67M - $5.05M
|
175K
$52.9M
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
22.1K+ 6.47% |
$4.66M - $5.04M
|
363K
$109M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21.7K+ 16.16% |
$4.59M - $4.96M
|
156K
$47.1M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21.7K+ 16.16% |
$4.59M - $4.96M
|
156K
$47.1M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 14.43% |
$4.53M - $4.89M
|
170K
$51.2M
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20.8K+ 464.29% |
$4.4M - $4.75M
|
25.3K
$7.63M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.5K+ 261.72% |
$4.33M - $4.68M
|
28.3K
$8.55M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.2KNew |
$4.27M - $4.61M
|
20.2K
$6.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.1K+ 75.37% |
$4.24M - $4.58M
|
46.7K
$14.1M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20KNew |
$4.22M - $4.56M
|
20K
$6.02M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
19.9K+ 32.73% |
$4.2M - $4.53M
|
80.5K
$24.3M
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
19.9K+ 24.62% |
$4.2M - $4.53M
|
100K
$30.3M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
19.7K+ 1635.05% |
$4.16M - $4.5M
|
20.9K
$6.3M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 3.59% |
$4.15M - $4.48M
|
566K
$171M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 1.56% |
$4.05M - $4.37M
|
1.24M
$376M
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
19.1K+ 11.32% |
$4.04M - $4.37M
|
188K
$56.8M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.9K+ 47.59% |
$3.78M - $4.08M
|
55.4K
$16.7M
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
17.8K+ 56.77% |
$3.76M - $4.06M
|
49.1K
$14.8M
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17.5KNew |
$3.7M - $4M
|
17.5K
$5.29M
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.3K+ 5.39% |
$3.67M - $3.96M
|
339K
$102M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
17.3K+ 17.24% |
$3.66M - $3.95M
|
118K
$35.5M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17.3K+ 43.21% |
$3.65M - $3.94M
|
57.2K
$17.3M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.2K+ 138.17% |
$3.63M - $3.92M
|
29.6K
$8.94M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17.1K+ 14.01% |
$3.62M - $3.91M
|
139K
$42.1M
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17.1K+ 112.66% |
$3.62M - $3.91M
|
32.3K
$9.75M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
16.9K+ 6.62% |
$3.58M - $3.87M
|
273K
$82.3M
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
16.8KNew |
$3.55M - $3.83M
|
16.8K
$5.06M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.7K+ 37.55% |
$3.53M - $3.82M
|
61.2K
$18.5M
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
16.5K+ 5.45% |
$3.5M - $3.78M
|
320K
$96.6M
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
16.4K+ 31.16% |
$3.47M - $3.75M
|
69.1K
$20.9M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.4KNew |
$3.47M - $3.75M
|
16.4K
$4.95M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
16.3K+ 1.76% |
$3.44M - $3.72M
|
942K
$284M
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
16.2K+ 4.9% |
$3.43M - $3.71M
|
347K
$105M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
15.6KNew |
$3.3M - $3.57M
|
15.6K
$4.71M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.6K+ 28.69% |
$3.3M - $3.56M
|
70K
$21.1M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.6K+ 4.55% |
$3.3M - $3.56M
|
358K
$108M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.3K+ 27.98% |
$3.24M - $3.5M
|
70.2K
$21.2M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.3K+ 40.12% |
$3.24M - $3.5M
|
53.5K
$16.2M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15K+ 38.1% |
$3.16M - $3.42M
|
54.2K
$16.4M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
14.9K+ 12.76% |
$3.15M - $3.41M
|
132K
$39.8M
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
14.9K+ 18.7% |
$3.15M - $3.4M
|
94.5K
$28.5M
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
14.7K+ 5.01% |
$3.12M - $3.37M
|
309K
$93.2M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.4K+ 7.74% |
$3.05M - $3.29M
|
201K
$60.6M
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
14.4K+ 6.98% |
$3.04M - $3.29M
|
221K
$66.6M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
14.3K+ 6.5% |
$3.02M - $3.27M
|
234K
$70.8M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
14.2K+ 5.22% |
$3.01M - $3.25M
|
287K
$86.7M
|
|
Nov 14, 2023
Q3 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
13.9K+ 3.01% |
$2.94M - $3.17M
|
475K
$143M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13.8K+ 6.98% |
$2.91M - $3.14M
|
211K
$63.7M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13.1K+ 6.32% |
$2.77M - $2.99M
|
220K
$66.4M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.8K+ 10.02% |
$2.7M - $2.92M
|
140K
$42.4M
|