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 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-37.4K- 66.2% |
$7.91M - $8.55M
|
19.1K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-38.3K- 1.11% |
$8.1M - $8.75M
|
3.41M
$1.02B
|
|
|
Nov 14, 2023
Q3 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-38.7K- 3.78% |
$8.17M - $8.83M
|
984K
$296M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-42.4K- 2.43% |
$8.96M - $9.68M
|
1.7M
$512M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-44K- 1.32% |
$9.3M - $10M
|
3.28M
$984M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-45.1K- 97.72% |
$9.54M - $10.3M
|
1.06K
$317K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-46.2K- 47.49% |
$9.76M - $10.5M
|
51K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-51.9K- 90.58% |
$11M - $11.8M
|
5.4K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-55.1K- 41.51% |
$11.6M - $12.6M
|
77.6K
$23.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-56.7K- 24.8% |
$12M - $12.9M
|
172K
$51.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-59.5K- 24.0% |
$12.6M - $13.6M
|
188K
$56.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-60.2K- 96.62% |
$12.7M - $13.7M
|
2.1K
$632K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-61.4K- 95.33% |
$13M - $14M
|
3.01K
$904K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-64.4KClosed |
$13.6M - $14.7M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Rainwater Charitable Foundation
|
SELL
|
- |
-64.5K- 14.09% |
$13.6M - $14.7M
|
393K
$118M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.3K- 96.79% |
$14M - $15.1M
|
2.2K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-71.7K- 7.83% |
$15.2M - $16.4M
|
844K
$254M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-75.6K- 12.03% |
$16M - $17.3M
|
552K
$166M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-76.8K- 4.59% |
$16.2M - $17.5M
|
1.6M
$480M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-78.5K- 8.48% |
$16.6M - $17.9M
|
847K
$255M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-85.8K- 11.48% |
$18.1M - $19.6M
|
662K
$199M
|
|
|
Oct 20, 2023
Q3 2023
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-93.2K- 30.93% |
$19.7M - $21.3M
|
208K
$62.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97.8K- 9.93% |
$20.7M - $22.3M
|
887K
$266M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-98.4K- 6.43% |
$20.8M - $22.5M
|
1.43M
$431M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-106K- 75.69% |
$22.3M - $24.1M
|
33.9K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-108K- 75.79% |
$22.8M - $24.7M
|
34.5K
$10.4M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-108K- 3.08% |
$22.9M - $24.8M
|
3.41M
$1.02B
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-132K- 19.04% |
$28M - $30.2M
|
562K
$169M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-141K- 42.66% |
$29.8M - $32.1M
|
189K
$56.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-155K- 6.86% |
$32.8M - $35.5M
|
2.11M
$633M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 1.58% |
$38.5M - $41.5M
|
11.3M
$3.4B
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-375K- 4.3% |
$79.3M - $85.7M
|
8.35M
$2.51B
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-412KClosed |
$87M - $94M
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-533K- 51.33% |
$113M - $122M
|
505K
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-746K- 82.0% |
$158M - $170M
|
164K
$49.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06M- 23.37% |
$224M - $242M
|
3.47M
$1.04B
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.09M- 88.4% |
$230M - $249M
|
143K
$42.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41M- 17.53% |
$298M - $321M
|
6.63M
$1.99B
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.4M- 71.03% |
$718M - $776M
|
1.39M
$416M
|