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 |
|---|---|---|---|---|---|---|---|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-255- 5.45% |
$53.9K - $58.2K
|
4.42K
$1.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-257- 1.71% |
$54.3K - $58.7K
|
14.8K
$4.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-257- 18.05% |
$54.3K - $58.7K
|
1.17K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-257- 0.22% |
$54.3K - $58.7K
|
116K
$34.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-259- 0.97% |
$54.8K - $59.1K
|
26.5K
$7.91M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-260- 1.86% |
$55K - $59.4K
|
13.7K
$4.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-262- 7.84% |
$55.4K - $59.8K
|
3.08K
$920K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-262- 0.45% |
$55.4K - $59.8K
|
57.6K
$17.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-263- 18.23% |
$55.6K - $60.1K
|
1.18K
$352K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-268- 0.2% |
$56.7K - $61.2K
|
133K
$39.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-268- 14.3% |
$56.7K - $61.2K
|
1.61K
$480K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-269- 21.5% |
$56.9K - $61.4K
|
982
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-269- 16.72% |
$56.9K - $61.4K
|
1.34K
$400K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-270- 20.1% |
$57.1K - $61.7K
|
1.07K
$320K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-270- 0.99% |
$57.1K - $61.7K
|
27K
$8.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-273- 1.72% |
$57.7K - $62.3K
|
15.6K
$4.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-275- 6.2% |
$58.1K - $62.8K
|
4.16K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-277- 37.69% |
$58.6K - $63.3K
|
458
$137K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-278- 15.8% |
$58.8K - $63.5K
|
1.48K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-278- 0.84% |
$58.8K - $63.5K
|
32.9K
$9.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-283- 1.33% |
$59.8K - $64.6K
|
21K
$6.28M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-283- 13.29% |
$59.8K - $64.6K
|
1.85K
$551K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-284- 2.63% |
$60K - $64.9K
|
10.5K
$3.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-292- 11.22% |
$61.7K - $66.7K
|
2.31K
$690K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-295- 1.54% |
$62.4K - $67.4K
|
18.8K
$5.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-295- 0.43% |
$62.4K - $67.4K
|
68.7K
$20.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-295- 2.53% |
$62.4K - $67.4K
|
11.4K
$3.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-298- 0.28% |
$63K - $68K
|
105K
$31.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-299- 6.28% |
$63.2K - $68.3K
|
4.47K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-302- 17.82% |
$63.8K - $69K
|
1.39K
$416K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-304- 4.28% |
$64.3K - $69.4K
|
6.79K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-310- 14.53% |
$65.5K - $70.8K
|
1.82K
$544K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-312- 5.5% |
$66K - $71.2K
|
5.36K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-313- 14.79% |
$66.2K - $71.5K
|
1.8K
$539K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-317- 13.82% |
$67K - $72.4K
|
1.98K
$590K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-317- 9.51% |
$67K - $72.4K
|
3.02K
$900K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-319- 1.7% |
$67.4K - $72.8K
|
18.5K
$5.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-321- 1.74% |
$67.9K - $73.3K
|
18.2K
$5.42M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-321- 19.1% |
$67.9K - $73.3K
|
1.36K
$406K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-325- 19.74% |
$68.7K - $74.2K
|
1.32K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-330- 2.7% |
$69.8K - $75.4K
|
11.9K
$3.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-331- 4.28% |
$70K - $75.6K
|
7.4K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-332- 5.95% |
$70.2K - $75.8K
|
5.25K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-334- 18.39% |
$70.6K - $76.3K
|
1.48K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-337- 5.93% |
$71.2K - $77K
|
5.35K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-340- 10.99% |
$71.9K - $77.6K
|
2.76K
$823K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-341- 16.37% |
$72.1K - $77.9K
|
1.74K
$520K
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-342- 0.5% |
$72.3K - $78.1K
|
68K
$20.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-344- 3.51% |
$72.7K - $78.6K
|
9.46K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-345- 0.1% |
$72.9K - $78.8K
|
341K
$102M
|