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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.11% |
$1K - $1.1K
|
4.73K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.44% |
$1K - $1.1K
|
1.15K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$1K - $1.1K
|
1.26K
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5+ 0.06% |
$1K - $1.1K
|
7.82K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.12% |
$1K - $1.1K
|
4.31K
$1.27M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.37% |
$1K - $1.1K
|
1.36K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.33% |
$803 - $881
|
1.2K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.37% |
$803 - $881
|
1.09K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.37% |
$803 - $881
|
1.09K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4+ 0.25% |
$803 - $881
|
1.61K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4+ 0.31% |
$803 - $881
|
1.29K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4+ 0.38% |
$803 - $881
|
1.06K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
4+ 0.13% |
$803 - $881
|
3.14K
$922K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4+ 0.1% |
$803 - $881
|
4.05K
$1.19M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4+ 0.03% |
$803 - $881
|
13.8K
$4.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.16% |
$602 - $661
|
1.87K
$550K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.04% |
$602 - $661
|
7.52K
$2.21M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.05% |
$602 - $661
|
5.86K
$1.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.28% |
$602 - $661
|
1.09K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.06% |
$602 - $661
|
5.23K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3+ 0.21% |
$602 - $661
|
1.45K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.1% |
$602 - $661
|
2.89K
$850K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$402 - $441
|
638
$188K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.06% |
$402 - $441
|
3.31K
$974K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$402 - $441
|
1.67K
$490K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.12% |
$402 - $441
|
1.66K
$487K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2+ 0.04% |
$402 - $441
|
4.74K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$402 - $441
|
4.85K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.0% |
$402 - $441
|
40.6K
$11.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$402 - $441
|
1.64K
$481K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.38% |
$402 - $441
|
522
$154K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.39% |
$402 - $441
|
519
$153K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
2+ 0.18% |
$402 - $441
|
1.13K
$332K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.02% |
$402 - $441
|
10.8K
$3.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2+ 0.1% |
$402 - $441
|
1.94K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
2+ 0.01% |
$402 - $441
|
30K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$402 - $441
|
1.75K
$515K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.01% |
$402 - $441
|
14.6K
$4.29M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.72% |
$201 - $220
|
140
$41.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.1% |
$201 - $220
|
986
$290K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$201 - $220
|
5.68K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$201 - $220
|
3.98K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$201 - $220
|
982
$289K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.03% |
$201 - $220
|
3.93K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.04% |
$201 - $220
|
2.22K
$654K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.0% |
$201 - $220
|
43.6K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.05% |
$201 - $220
|
1.83K
$539K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$201 - $220
|
2.39K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.26% |
$201 - $220
|
379
$111K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.36% |
$201 - $220
|
280
$82.3K
|