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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.81K- 33.75% |
$383K - $413K
|
3.55K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.82K- 7.8% |
$385K - $416K
|
21.5K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 2.73% |
$388K - $419K
|
65.4K
$19.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.85K- 1.07% |
$390K - $422K
|
171K
$51.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.85K- 0.95% |
$392K - $423K
|
193K
$58.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.87K- 7.27% |
$395K - $426K
|
23.8K
$7.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.89K- 21.88% |
$399K - $431K
|
6.75K
$2.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.89K- 9.53% |
$400K - $432K
|
18K
$5.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.9K- 9.12% |
$401K - $433K
|
18.9K
$5.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.91K- 9.15% |
$403K - $436K
|
18.9K
$5.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.92K- 10.61% |
$406K - $438K
|
16.2K
$4.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.93K- 11.48% |
$409K - $441K
|
14.9K
$4.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-1.97K- 0.7% |
$416K - $449K
|
277K
$83.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.98K- 3.64% |
$419K - $453K
|
52.5K
$15.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.98K- 2.02% |
$419K - $453K
|
96K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.99K- 18.59% |
$421K - $455K
|
8.73K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2K- 7.91% |
$423K - $457K
|
23.3K
$7.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.01K- 7.32% |
$424K - $458K
|
25.4K
$7.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 36.09% |
$428K - $463K
|
3.59K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.11K- 1.26% |
$446K - $482K
|
165K
$50.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.19K- 17.17% |
$463K - $500K
|
10.6K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.19K- 4.21% |
$463K - $500K
|
49.8K
$15.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.2K- 5.01% |
$466K - $503K
|
41.8K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.2K- 68.41% |
$466K - $503K
|
1.02K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.22K- 1.02% |
$469K - $506K
|
216K
$65.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.24K- 5.81% |
$473K - $510K
|
36.3K
$11M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.25K- 6.2% |
$476K - $514K
|
34.1K
$10.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 15.96% |
$476K - $514K
|
11.9K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-2.27K- 0.58% |
$479K - $517K
|
386K
$117M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.3K- 18.69% |
$487K - $526K
|
10K
$3.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.31K- 28.93% |
$489K - $528K
|
5.68K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 0.04% |
$494K - $534K
|
6.17M
$1.87B
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.35K- 5.07% |
$496K - $535K
|
43.9K
$13.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-2.38K- 5.52% |
$502K - $543K
|
40.7K
$12.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.38K- 4.5% |
$503K - $543K
|
50.5K
$15.3M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-2.41K- 2.01% |
$509K - $550K
|
117K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.54K- 12.93% |
$536K - $579K
|
17.1K
$5.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.63K- 3.75% |
$557K - $601K
|
67.6K
$20.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-2.74K- 7.25% |
$578K - $625K
|
35K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.74K- 9.52% |
$580K - $626K
|
26.1K
$7.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 25.11% |
$587K - $634K
|
8.28K
$2.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 2.2% |
$592K - $639K
|
125K
$37.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.82K- 1.54% |
$596K - $644K
|
181K
$54.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.89K- 45.7% |
$610K - $659K
|
3.43K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.9K- 18.25% |
$614K - $663K
|
13K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.96K- 3.63% |
$626K - $677K
|
78.6K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-3.05K- 15.56% |
$645K - $697K
|
16.6K
$5.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-3.14K- 13.19% |
$664K - $717K
|
20.7K
$6.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.16K- 1.39% |
$667K - $721K
|
224K
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-3.17K- 10.57% |
$671K - $725K
|
26.9K
$8.12M
|