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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
31+ 1.1% |
$6.22K - $6.83K
|
2.86K
$829K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
31+ 1.08% |
$6.22K - $6.83K
|
2.9K
$840K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
31+ 13.72% |
$6.22K - $6.83K
|
257
$74.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
30+ 0.11% |
$6.02K - $6.61K
|
26.3K
$7.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30+ 1.05% |
$6.02K - $6.61K
|
2.9K
$839K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30+ 1.2% |
$6.02K - $6.61K
|
2.54K
$735K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
29+ 0.57% |
$5.82K - $6.39K
|
5.12K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
29+ 2.86% |
$5.82K - $6.39K
|
1.04K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
28+ 0.1% |
$5.62K - $6.17K
|
28K
$8.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
28+ 1.08% |
$5.62K - $6.17K
|
2.61K
$756K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
28+ 0.39% |
$5.62K - $6.17K
|
7.18K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
28+ 0.29% |
$5.62K - $6.17K
|
9.62K
$2.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
27+ 0.28% |
$5.42K - $5.95K
|
9.81K
$2.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
27+ 1.85% |
$5.42K - $5.95K
|
1.49K
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
26+ 1.51% |
$5.22K - $5.73K
|
1.75K
$507K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
26+ 1.68% |
$5.22K - $5.73K
|
1.58K
$456K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$5.22K - $5.73K
|
30.2K
$8.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
26+ 1.92% |
$5.22K - $5.73K
|
1.38K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
26+ 0.33% |
$5.22K - $5.73K
|
7.99K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
26+ 0.29% |
$5.22K - $5.73K
|
8.98K
$2.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
25+ 0.18% |
$5.02K - $5.51K
|
14K
$4.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
25+ 0.47% |
$5.02K - $5.51K
|
5.33K
$1.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25+ 104.17% |
$5.02K - $5.51K
|
49
$14.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24+ 0.52% |
$4.82K - $5.29K
|
4.66K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
24+ 0.88% |
$4.82K - $5.29K
|
2.75K
$797K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
23+ 0.04% |
$4.62K - $5.07K
|
60.5K
$17.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
23+ 0.08% |
$4.62K - $5.07K
|
28.2K
$8.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
21+ 87.5% |
$4.22K - $4.63K
|
45
$13K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
21+ 1.9% |
$4.22K - $4.63K
|
1.12K
$326K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21+ 1.22% |
$4.22K - $4.63K
|
1.75K
$506K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 0.33% |
$4.02K - $4.41K
|
6.09K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
20+ 0.24% |
$4.02K - $4.41K
|
8.36K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 0.05% |
$4.02K - $4.41K
|
38.2K
$11.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19+ 0.79% |
$3.81K - $4.19K
|
2.42K
$700K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
19+ 1.62% |
$3.81K - $4.19K
|
1.19K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.33% |
$3.81K - $4.19K
|
5.85K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 0.34% |
$3.81K - $4.19K
|
5.56K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
18+ 0.48% |
$3.61K - $3.97K
|
3.76K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
18+ 0.08% |
$3.61K - $3.97K
|
23.4K
$6.79M
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
18+ 0.37% |
$3.61K - $3.97K
|
4.85K
$1.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17+ 0.32% |
$3.41K - $3.74K
|
5.32K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17+ 0.64% |
$3.41K - $3.74K
|
2.68K
$776K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
17+ 0.37% |
$3.41K - $3.74K
|
4.62K
$1.34M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
16+ 0.45% |
$3.21K - $3.52K
|
3.56K
$1.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 0.19% |
$3.21K - $3.52K
|
8.52K
$2.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
16+ 0.14% |
$3.21K - $3.52K
|
11.7K
$3.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.14% |
$3.21K - $3.52K
|
11.5K
$3.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 0.32% |
$3.01K - $3.3K
|
4.7K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
15+ 0.77% |
$3.01K - $3.3K
|
1.96K
$569K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15+ 0.21% |
$3.01K - $3.3K
|
7.01K
$2.03M
|