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 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-513- 5.79% |
$108K - $117K
|
8.34K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-515- 9.23% |
$109K - $118K
|
5.07K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-523- 3.03% |
$111K - $119K
|
16.7K
$5.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-531- 0.62% |
$112K - $121K
|
85.6K
$25.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-536- 17.59% |
$113K - $122K
|
2.51K
$760K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-542- 4.04% |
$115K - $124K
|
12.9K
$3.9M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-545- 6.62% |
$115K - $124K
|
7.69K
$2.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-550- 2.14% |
$116K - $126K
|
25.2K
$7.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
SELL
|
- |
-550- 0.23% |
$116K - $126K
|
234K
$70.9M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-551- 3.89% |
$116K - $126K
|
13.6K
$4.12M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-552- 36.48% |
$117K - $126K
|
961
$291K
|
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-554- 28.5% |
$117K - $127K
|
1.39K
$420K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-554- 4.23% |
$117K - $127K
|
12.5K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-556- 10.61% |
$118K - $127K
|
4.68K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-561- 0.98% |
$119K - $128K
|
56.8K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-562- 29.39% |
$119K - $128K
|
1.35K
$408K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-564- 6.07% |
$119K - $129K
|
8.73K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-564- 1.38% |
$119K - $129K
|
40.3K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-565- 1.65% |
$119K - $129K
|
33.6K
$10.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-566- 1.49% |
$120K - $129K
|
37.3K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-572- 3.0% |
$121K - $131K
|
18.5K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-582- 3.87% |
$123K - $133K
|
14.5K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-585- 2.16% |
$124K - $134K
|
26.5K
$8.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-597- 12.02% |
$126K - $136K
|
4.37K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-600- 5.32% |
$127K - $137K
|
10.7K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-601- 28.04% |
$127K - $137K
|
1.54K
$466K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-609- 3.17% |
$129K - $139K
|
18.6K
$5.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-612- 1.9% |
$129K - $140K
|
31.5K
$9.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-617- 0.61% |
$130K - $141K
|
101K
$30.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-622- 0.38% |
$131K - $142K
|
161K
$48.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-638- 1.31% |
$135K - $146K
|
48K
$14.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-640- 29.44% |
$135K - $146K
|
1.53K
$464K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-651- 18.68% |
$138K - $149K
|
2.83K
$857K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-656- 5.89% |
$139K - $150K
|
10.5K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-656- 19.03% |
$139K - $150K
|
2.79K
$844K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-657- 2.57% |
$139K - $150K
|
25K
$7.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-660- 1.2% |
$140K - $151K
|
54.3K
$16.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-664- 8.64% |
$140K - $152K
|
7.02K
$2.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-666- 1.97% |
$141K - $152K
|
33.2K
$10M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-667- 1.49% |
$141K - $152K
|
44.2K
$13.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-669- 10.04% |
$141K - $153K
|
5.99K
$1.81M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-675- 1.72% |
$143K - $154K
|
38.6K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-676- 20.36% |
$143K - $154K
|
2.65K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-677- 6.34% |
$143K - $155K
|
10K
$3.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-678- 0.31% |
$143K - $155K
|
217K
$65.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-686- 2.17% |
$145K - $157K
|
31K
$9.37M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-687- 16.06% |
$145K - $157K
|
3.59K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-689- 6.17% |
$146K - $157K
|
10.5K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-691- 19.11% |
$146K - $158K
|
2.93K
$885K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-696- 2.31% |
$147K - $159K
|
29.5K
$8.92M
|