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 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-697- 6.01% |
$147K - $159K
|
10.9K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-702- 17.26% |
$148K - $160K
|
3.37K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-703- 15.32% |
$149K - $161K
|
3.89K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-704- 34.29% |
$149K - $161K
|
1.35K
$408K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-709- 4.76% |
$150K - $162K
|
14.2K
$4.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-709- 3.58% |
$150K - $162K
|
19.1K
$5.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-709- 2.14% |
$150K - $162K
|
32.5K
$9.82M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-722- 8.82% |
$153K - $165K
|
7.47K
$2.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-725- 0.27% |
$153K - $166K
|
270K
$81.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-730- 39.12% |
$154K - $167K
|
1.14K
$344K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-731- 0.97% |
$155K - $167K
|
74.9K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-732- 11.25% |
$155K - $167K
|
5.78K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-733- 40.39% |
$155K - $167K
|
1.08K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-734- 3.07% |
$155K - $168K
|
23.2K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-738- 7.14% |
$156K - $169K
|
9.6K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-740- 0.34% |
$156K - $169K
|
219K
$66.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-741- 0.18% |
$157K - $169K
|
414K
$125M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-745- 7.09% |
$158K - $170K
|
9.76K
$2.95M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-755- 4.66% |
$160K - $172K
|
15.4K
$4.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-781- 22.85% |
$165K - $178K
|
2.64K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-787- 2.74% |
$166K - $180K
|
27.9K
$8.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-789- 1.14% |
$167K - $180K
|
68.4K
$20.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-789- 2.67% |
$167K - $180K
|
28.7K
$8.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-789- 0.91% |
$167K - $180K
|
85.4K
$25.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-791- 6.67% |
$167K - $181K
|
11.1K
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-791- 1.77% |
$167K - $181K
|
44K
$13.3M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-795- 3.2% |
$168K - $182K
|
24K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-798- 2.58% |
$169K - $182K
|
30.1K
$9.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-800- 9.41% |
$169K - $183K
|
7.7K
$2.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-802- 0.6% |
$170K - $183K
|
132K
$40.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-806- 14.39% |
$170K - $184K
|
4.79K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-814- 25.22% |
$172K - $186K
|
2.41K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-816- 1.53% |
$173K - $186K
|
52.6K
$15.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-822- 0.68% |
$174K - $188K
|
120K
$36.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-824- 1.26% |
$174K - $188K
|
64.7K
$19.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-829- 5.92% |
$175K - $189K
|
13.2K
$3.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-836- 4.33% |
$177K - $191K
|
18.5K
$5.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-844- 1.01% |
$178K - $193K
|
82.7K
$25M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-845- 1.22% |
$179K - $193K
|
68.2K
$20.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-845- 0.67% |
$179K - $193K
|
126K
$38M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-849- 12.36% |
$179K - $194K
|
6.02K
$1.82M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-853- 8.82% |
$180K - $195K
|
8.82K
$2.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-854- 1.9% |
$181K - $195K
|
44K
$13.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-860- 9.64% |
$182K - $196K
|
8.07K
$2.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-861- 2.67% |
$182K - $197K
|
31.4K
$9.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-863- 26.43% |
$182K - $197K
|
2.4K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-863- 11.45% |
$182K - $197K
|
6.68K
$2.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-873- 0.9% |
$185K - $199K
|
95.7K
$28.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-879- 35.78% |
$186K - $201K
|
1.58K
$477K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-892- 4.81% |
$189K - $204K
|
17.7K
$5.34M
|