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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.81K+ 9.88% |
$593K - $641K
|
31.2K
$9.42M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.8K+ 24.75% |
$592K - $639K
|
14.1K
$4.26M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.76K+ 59.27% |
$582K - $629K
|
7.4K
$2.23M
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 3.6% |
$580K - $627K
|
78.9K
$23.8M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.74K+ 4.64% |
$580K - $626K
|
61.8K
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.73KNew |
$577K - $624K
|
2.73K
$824K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.71K+ 65.11% |
$573K - $619K
|
6.87K
$2.07M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.71KNew |
$572K - $618K
|
2.71K
$817K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.71K+ 48.44% |
$572K - $618K
|
8.29K
$2.5M
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.7KNew |
$571K - $617K
|
2.7K
$815K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.66K+ 14.45% |
$562K - $607K
|
21.1K
$6.35M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.64KNew |
$557K - $602K
|
2.64K
$796K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.64K+ 78.13% |
$557K - $602K
|
6.01K
$1.81M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.64K+ 9.09% |
$557K - $602K
|
31.6K
$9.55M
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.62KNew |
$555K - $599K
|
2.62K
$792K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.61K+ 45.22% |
$551K - $596K
|
8.38K
$2.53M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.56K+ 170.03% |
$541K - $584K
|
4.06K
$1.23M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.56K+ 14.66% |
$541K - $584K
|
20K
$6.03M
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.54KNew |
$537K - $580K
|
2.54K
$766K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.53K+ 54.57% |
$535K - $578K
|
7.17K
$2.16M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 42.07% |
$533K - $576K
|
8.51K
$2.57M
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
2.51K+ 10.78% |
$531K - $574K
|
25.8K
$7.8M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.51K+ 21.4% |
$531K - $574K
|
14.3K
$4.3M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 839.26% |
$529K - $571K
|
2.8K
$845K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.48K+ 3.84% |
$525K - $567K
|
67.1K
$20.3M
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.48K+ 9.3% |
$525K - $567K
|
29.2K
$8.8M
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.45K+ 23.31% |
$518K - $559K
|
13K
$3.91M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 2.95% |
$516K - $557K
|
85.2K
$25.7M
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.43K+ 6.4% |
$514K - $556K
|
40.4K
$12.2M
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.43K+ 32.12% |
$514K - $555K
|
10K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.43K+ 4.87% |
$513K - $554K
|
52.2K
$15.7M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.42K+ 7.0% |
$512K - $553K
|
37K
$11.2M
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.38K+ 20.39% |
$504K - $544K
|
14.1K
$4.25M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.37K+ 4.3% |
$500K - $541K
|
57.4K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.36K+ 23610.0% |
$499K - $539K
|
2.37K
$716K
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2.35K+ 7.84% |
$498K - $538K
|
32.4K
$9.77M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.34KNew |
$494K - $534K
|
2.34K
$706K
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.32K+ 15.18% |
$490K - $529K
|
17.6K
$5.31M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.32K+ 2.55% |
$490K - $529K
|
93.3K
$28.2M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.31K+ 5.21% |
$489K - $528K
|
46.6K
$14.1M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.31K+ 2.06% |
$488K - $527K
|
115K
$34.6M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.29K+ 130.02% |
$484K - $523K
|
4.05K
$1.22M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.27K+ 5.93% |
$480K - $519K
|
40.6K
$12.2M
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.2K+ 0.89% |
$465K - $502K
|
249K
$75M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.17K+ 28.05% |
$459K - $496K
|
9.91K
$2.99M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.15K+ 2.59% |
$454K - $490K
|
85.1K
$25.7M
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.13K+ 21.68% |
$450K - $486K
|
11.9K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.12K+ 1.08% |
$447K - $483K
|
197K
$59.6M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.12KNew |
$447K - $483K
|
2.12K
$638K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.11KNew |
$446K - $482K
|
2.11K
$637K
|