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 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3.85K+ 8555.56% |
$814K - $879K
|
3.9K
$1.17M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.84K+ 38.53% |
$811K - $876K
|
13.8K
$4.15M
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.82K+ 5.35% |
$808K - $872K
|
75.2K
$22.6M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
3.81K+ 1.12% |
$806K - $871K
|
345K
$104M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.77K+ 0.77% |
$797K - $861K
|
493K
$148M
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.73K+ 133.12% |
$789K - $853K
|
6.54K
$1.96M
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
3.69K+ 81.12% |
$780K - $843K
|
8.24K
$2.48M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 87.45% |
$776K - $838K
|
7.87K
$2.36M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.61K+ 15.8% |
$764K - $825K
|
26.5K
$7.96M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.5K+ 8.02% |
$740K - $799K
|
47.1K
$14.2M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3.47KNew |
$734K - $792K
|
3.47K
$1.04M
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.47K+ 69.04% |
$733K - $792K
|
8.49K
$2.55M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46K+ 2.2% |
$732K - $791K
|
161K
$48.2M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.41K+ 4.32% |
$722K - $780K
|
82.5K
$24.8M
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.37KNew |
$712K - $769K
|
3.37K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.36K+ 0.61% |
$710K - $767K
|
556K
$167M
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.36K+ 2.26% |
$710K - $767K
|
152K
$45.6M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.36KNew |
$710K - $767K
|
3.36K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.32KNew |
$701K - $757K
|
3.32K
$997K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
3.31K+ 27.1% |
$701K - $757K
|
15.5K
$4.67M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.3K+ 12.73% |
$698K - $754K
|
29.2K
$8.78M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.28K+ 8.35% |
$694K - $749K
|
42.6K
$12.8M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.28K+ 7.02% |
$693K - $748K
|
50K
$15M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 1.95% |
$690K - $745K
|
171K
$51.4M
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.22K+ 45.19% |
$680K - $734K
|
10.3K
$3.1M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.2K+ 13.67% |
$677K - $731K
|
26.6K
$8M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.19K+ 7.77% |
$675K - $729K
|
44.3K
$13.3M
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.16K+ 9.17% |
$669K - $722K
|
37.7K
$11.3M
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.15KNew |
$666K - $719K
|
3.15K
$946K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.14K+ 0.96% |
$663K - $716K
|
330K
$99M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.1K+ 34.49% |
$656K - $709K
|
12.1K
$3.64M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.08K+ 21.92% |
$651K - $703K
|
17.1K
$5.14M
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.07K+ 23.75% |
$649K - $701K
|
16K
$4.81M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.07KNew |
$648K - $700K
|
3.07K
$921K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.04K+ 96.48% |
$644K - $695K
|
6.2K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.04K+ 8.76% |
$644K - $695K
|
37.8K
$11.4M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.02KNew |
$638K - $689K
|
3.02K
$907K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3K+ 6.28% |
$634K - $685K
|
50.8K
$15.3M
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.99K+ 21.62% |
$632K - $683K
|
16.8K
$5.06M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.97K+ 40.63% |
$627K - $678K
|
10.3K
$3.09M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
2.97K+ 126.47% |
$627K - $678K
|
5.31K
$1.6M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.95K+ 29.45% |
$623K - $673K
|
13K
$3.89M
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.95K+ 136.79% |
$623K - $672K
|
5.1K
$1.53M
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.92K+ 2.3% |
$617K - $667K
|
130K
$39.1M
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.92KNew |
$617K - $667K
|
2.92K
$877K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.92K+ 2.39% |
$617K - $666K
|
125K
$37.6M
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.88K+ 1.9% |
$608K - $657K
|
155K
$46.4M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.86K+ 1.61% |
$604K - $653K
|
181K
$54.3M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.84KNew |
$601K - $649K
|
2.84K
$854K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.83K+ 0.84% |
$598K - $646K
|
342K
$103M
|