Purchases and Sales Made in Q2 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
79.9K+ 39.7% |
$16M - $17.6M
|
281K
$83.6M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
78.7K+ 383.4% |
$15.8M - $17.3M
|
99.2K
$29.5M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
77.7K+ 8.11% |
$15.6M - $17.1M
|
1.04M
$308M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70.7K+ 10.0% |
$14.2M - $15.6M
|
778K
$231M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
64.4K+ 78.31% |
$12.9M - $14.2M
|
147K
$43.6M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.6K+ 1.88% |
$12.8M - $14M
|
3.45M
$1.02B
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.6K+ 1.88% |
$12.8M - $14M
|
3.45M
$1.02B
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
63K+ 22.69% |
$12.6M - $13.9M
|
341K
$101M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.6K+ 2.89% |
$12.6M - $13.8M
|
2.23M
$662M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.2K+ 49.81% |
$12.5M - $13.7M
|
187K
$55.6M
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
60KNew |
$12M - $13.2M
|
60K
$17.8M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.9K+ 20.1% |
$12M - $13.2M
|
358K
$106M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
58.2K+ 61.34% |
$11.7M - $12.8M
|
153K
$45.5M
|
|
Jul 24, 2023
Q2 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
54.7K+ 22.18% |
$11M - $12M
|
301K
$89.5M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
51.1K+ 9.17% |
$10.3M - $11.3M
|
608K
$181M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
48.6K+ 16.72% |
$9.75M - $10.7M
|
339K
$101M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48.4K+ 1.65% |
$9.71M - $10.7M
|
2.98M
$886M
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
46.5K+ 11.52% |
$9.34M - $10.3M
|
451K
$134M
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
44.4K+ 102.82% |
$8.9M - $9.77M
|
87.5K
$26M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
41.8K+ 103.45% |
$8.4M - $9.21M
|
82.3K
$24.4M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.9K+ 28.14% |
$8.22M - $9.01M
|
186K
$55.4M
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
40.9K+ 166.19% |
$8.21M - $9.01M
|
65.5K
$19.5M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
40.3K+ 797.41% |
$8.09M - $8.88M
|
45.4K
$13.5M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
38.9K+ 5.28% |
$7.81M - $8.56M
|
775K
$230M
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
38.5K+ 13.61% |
$7.74M - $8.49M
|
322K
$95.6M
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38.1K+ 5.55% |
$7.64M - $8.39M
|
725K
$215M
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
37.9K+ 203.79% |
$7.62M - $8.36M
|
56.6K
$16.8M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
37.9K+ 42.93% |
$7.61M - $8.35M
|
126K
$37.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.3K+ 0.68% |
$7.49M - $8.22M
|
5.55M
$1.65B
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
36.7K+ 27.82% |
$7.36M - $8.08M
|
168K
$50M
|
|
Aug 11, 2023
Q2 2023
|
Oikos Holdings LLC
|
BUY
|
- |
36.2K+ 23.27% |
$7.26M - $7.96M
|
192K
$56.9M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
36K+ 641.52% |
$7.23M - $7.93M
|
41.6K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.3K+ 3.96% |
$7.08M - $7.77M
|
926K
$275M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
34.9K+ 39.92% |
$7.01M - $7.7M
|
122K
$36.4M
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
34.6KNew |
$6.95M - $7.63M
|
34.6K
$10.3M
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
34.1K+ 57.28% |
$6.85M - $7.51M
|
93.7K
$27.8M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
32.8K+ 2126.09% |
$6.58M - $7.22M
|
34.3K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
32.3K+ 2805.13% |
$6.48M - $7.11M
|
33.4K
$9.93M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.7K+ 4.43% |
$6.37M - $6.99M
|
748K
$222M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
31.3K+ 231.29% |
$6.29M - $6.9M
|
44.9K
$13.3M
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
31.2K+ 2.88% |
$6.25M - $6.86M
|
1.11M
$330M
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
31K+ 27.78% |
$6.22M - $6.83M
|
143K
$42.4M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
30.1K+ 123.6% |
$6.04M - $6.62M
|
54.4K
$16.2M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 47.34% |
$5.72M - $6.27M
|
88.7K
$26.3M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
28.3K+ 10.31% |
$5.69M - $6.24M
|
303K
$90.1M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
28.3K+ 16.79% |
$5.68M - $6.23M
|
197K
$58.4M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
28.2K+ 58.94% |
$5.66M - $6.21M
|
76K
$22.6M
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
27.4K+ 9.09% |
$5.5M - $6.04M
|
329K
$97.7M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27K+ 12.43% |
$5.42M - $5.95M
|
244K
$72.5M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.3K+ 30.12% |
$5.28M - $5.79M
|
114K
$33.8M
|