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 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5K- 22.1% |
$1.06M - $1.14M
|
17.6K
$5.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.08K- 16.38% |
$1.07M - $1.16M
|
25.9K
$7.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.22K- 2.01% |
$1.1M - $1.19M
|
255K
$75.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.26K- 1.77% |
$1.11M - $1.2M
|
292K
$87.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.38K- 5.22% |
$1.14M - $1.23M
|
97.6K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-5.4K- 4.21% |
$1.14M - $1.23M
|
123K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.48K- 10.65% |
$1.16M - $1.25M
|
46K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.51K- 9.61% |
$1.16M - $1.26M
|
51.8K
$15.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.57K- 1.84% |
$1.18M - $1.27M
|
298K
$88.7M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.58K- 9.9% |
$1.18M - $1.28M
|
50.8K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.75K- 15.05% |
$1.22M - $1.31M
|
32.5K
$9.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.76K- 6.22% |
$1.22M - $1.32M
|
86.8K
$25.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.81K- 28.88% |
$1.23M - $1.33M
|
14.3K
$4.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.87K- 27.65% |
$1.24M - $1.34M
|
15.4K
$4.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.98K- 42.66% |
$1.26M - $1.37M
|
8.04K
$2.4M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.21K- 1.57% |
$1.31M - $1.42M
|
389K
$116M
|
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-6.28K- 0.65% |
$1.33M - $1.43M
|
966K
$288M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.5K- 19.72% |
$1.37M - $1.48M
|
26.5K
$7.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-6.53K- 1.34% |
$1.38M - $1.49M
|
481K
$143M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.67K- 7.77% |
$1.41M - $1.52M
|
79.2K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 2.39% |
$1.41M - $1.53M
|
273K
$81.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-6.73K- 4.68% |
$1.42M - $1.54M
|
137K
$40.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-6.85K- 0.62% |
$1.45M - $1.56M
|
1.1M
$329M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.04K- 1.56% |
$1.49M - $1.61M
|
444K
$132M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-7.06K- 67.4% |
$1.49M - $1.61M
|
3.42K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.41K- 19.12% |
$1.57M - $1.69M
|
31.3K
$9.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.44K- 34.54% |
$1.57M - $1.7M
|
14.1K
$4.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.56K- 3.16% |
$1.6M - $1.73M
|
231K
$69M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.01K- 1.25% |
$1.69M - $1.83M
|
632K
$188M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8.01K- 17.9% |
$1.69M - $1.83M
|
36.8K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8.14K- 4.42% |
$1.72M - $1.86M
|
176K
$52.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.6K- 9.04% |
$1.82M - $1.96M
|
86.5K
$25.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.69K- 6.58% |
$1.84M - $1.98M
|
123K
$36.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.75K- 4.79% |
$1.85M - $2M
|
174K
$51.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-8.81K- 15.71% |
$1.86M - $2.01M
|
47.3K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.86K- 59.06% |
$1.87M - $2.02M
|
6.14K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-8.87K- 1.95% |
$1.87M - $2.03M
|
445K
$133M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-8.91K- 2.07% |
$1.88M - $2.03M
|
421K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.93K- 9.85% |
$1.89M - $2.04M
|
81.7K
$24.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.97K- 2.85% |
$1.9M - $2.05M
|
306K
$91.2M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.04K- 46.15% |
$1.91M - $2.07M
|
10.6K
$3.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.05K- 40.93% |
$1.91M - $2.07M
|
13.1K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-9.17K- 0.59% |
$1.94M - $2.09M
|
1.54M
$459M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.23K- 22.16% |
$1.95M - $2.11M
|
32.4K
$9.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.39K- 0.59% |
$1.99M - $2.14M
|
1.59M
$473M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-9.48K- 87.55% |
$2M - $2.16M
|
1.35K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.57K- 0.69% |
$2.02M - $2.18M
|
1.38M
$411M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-9.89K- 4.83% |
$2.09M - $2.26M
|
195K
$58.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10.2K- 45.16% |
$2.16M - $2.33M
|
12.4K
$3.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-10.2K- 21.94% |
$2.16M - $2.33M
|
36.3K
$10.8M
|