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 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.27K+ 1.59% |
$269K - $291K
|
81.4K
$24.3M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.27K+ 9.4% |
$269K - $290K
|
14.8K
$4.42M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.27K+ 10.54% |
$268K - $289K
|
13.3K
$3.96M
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.26K+ 72.09% |
$267K - $288K
|
3.02K
$900K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 99.92% |
$266K - $287K
|
2.52K
$752K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$266K - $287K
|
1.26K
$375K
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.26K+ 91.07% |
$265K - $287K
|
2.63K
$786K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.25K+ 99.13% |
$265K - $286K
|
2.52K
$752K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.25K+ 100.0% |
$264K - $285K
|
2.5K
$746K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 18.3% |
$264K - $285K
|
8.07K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.24KNew |
$263K - $284K
|
1.24K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.24KNew |
$262K - $283K
|
1.24K
$370K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.23KNew |
$261K - $282K
|
1.23K
$368K
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.22K+ 0.42% |
$257K - $278K
|
290K
$86.7M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.21KNew |
$256K - $276K
|
1.21K
$361K
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$255K - $275K
|
1.21K
$360K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.2K+ 0.44% |
$253K - $273K
|
272K
$81.1M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.2K+ 0.75% |
$253K - $273K
|
160K
$47.9M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.19K+ 9.15% |
$252K - $272K
|
14.2K
$4.24M
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.19KNew |
$252K - $272K
|
1.19K
$356K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1.18K+ 7.61% |
$249K - $269K
|
16.7K
$4.98M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.18K+ 4.13% |
$249K - $269K
|
29.7K
$8.86M
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
1.17K+ 3.82% |
$248K - $268K
|
31.8K
$9.51M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.17KNew |
$247K - $267K
|
1.17K
$349K
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.16K+ 54.91% |
$246K - $266K
|
3.28K
$981K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.16K+ 1.07% |
$246K - $266K
|
110K
$32.8M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.15KNew |
$244K - $263K
|
1.15K
$344K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.15K+ 3.63% |
$243K - $263K
|
32.8K
$9.81M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 32.9% |
$243K - $262K
|
4.64K
$1.39M
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.13KNew |
$238K - $257K
|
1.13K
$336K
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.13KNew |
$238K - $257K
|
1.13K
$336K
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.11K+ 19.29% |
$235K - $254K
|
6.87K
$2.05M
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.11KNew |
$235K - $253K
|
1.11K
$331K
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 0.52% |
$232K - $251K
|
212K
$63.3M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 6.4% |
$232K - $251K
|
18.3K
$5.45M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.09K+ 34.2% |
$231K - $249K
|
4.29K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.09K+ 74.3% |
$230K - $248K
|
2.55K
$761K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.08K+ 77.15% |
$229K - $248K
|
2.49K
$743K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$227K - $246K
|
1.08K
$321K
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.07K+ 3.69% |
$226K - $244K
|
30.1K
$8.99M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.07KNew |
$226K - $244K
|
1.07K
$319K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.05K+ 3.22% |
$223K - $240K
|
33.8K
$10.1M
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.05KNew |
$222K - $240K
|
1.05K
$313K
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.05K+ 70.85% |
$222K - $240K
|
2.53K
$756K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.05K+ 4.69% |
$222K - $240K
|
23.4K
$6.99M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.04K+ 80.6% |
$221K - $238K
|
2.34K
$698K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 2.5% |
$219K - $237K
|
42.5K
$12.7M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.03K+ 5.28% |
$218K - $235K
|
20.5K
$6.13M
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.03K+ 16.08% |
$217K - $235K
|
7.41K
$2.21M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.02KNew |
$215K - $233K
|
1.02K
$304K
|