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 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-31- 2.69% |
$6.22K - $6.83K
|
1.12K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 1.01% |
$6.22K - $6.83K
|
3.05K
$896K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31- 0.68% |
$6.22K - $6.83K
|
4.52K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-32- 1.71% |
$6.42K - $7.05K
|
1.84K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-32- 86.49% |
$6.42K - $7.05K
|
5
$1.47K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-32- 0.68% |
$6.42K - $7.05K
|
4.65K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-32- 1.6% |
$6.42K - $7.05K
|
1.96K
$577K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-33- 0.16% |
$6.62K - $7.27K
|
21K
$6.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-33- 0.55% |
$6.62K - $7.27K
|
5.96K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-35- 1.94% |
$7.03K - $7.71K
|
1.77K
$521K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-36- 1.84% |
$7.23K - $7.93K
|
1.92K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-36- 2.37% |
$7.23K - $7.93K
|
1.49K
$437K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-36- 6.01% |
$7.23K - $7.93K
|
563
$166K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-37- 1.01% |
$7.43K - $8.15K
|
3.61K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-37- 1.16% |
$7.43K - $8.15K
|
3.16K
$928K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-37- 0.66% |
$7.43K - $8.15K
|
5.56K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-37- 2.87% |
$7.43K - $8.15K
|
1.25K
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-38- 4.2% |
$7.63K - $8.37K
|
867
$255K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-38- 0.5% |
$7.63K - $8.37K
|
7.59K
$2.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-38- 0.16% |
$7.63K - $8.37K
|
23.1K
$6.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39- 1.39% |
$7.83K - $8.59K
|
2.77K
$815K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-39- 0.28% |
$7.83K - $8.59K
|
13.9K
$4.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-40- 5.41% |
$8.03K - $8.81K
|
700
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-41- 0.47% |
$8.23K - $9.03K
|
8.67K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-42- 5.41% |
$8.43K - $9.25K
|
734
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-43- 0.4% |
$8.63K - $9.47K
|
10.8K
$3.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-44- 0.89% |
$8.83K - $9.69K
|
4.88K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-44- 2.12% |
$8.83K - $9.69K
|
2.03K
$597K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-44- 1.19% |
$8.83K - $9.69K
|
3.64K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-44- 0.83% |
$8.83K - $9.69K
|
5.23K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-45- 1.71% |
$9.03K - $9.91K
|
2.58K
$759K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-45- 0.72% |
$9.03K - $9.91K
|
6.22K
$1.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-45- 0.06% |
$9.03K - $9.91K
|
75.7K
$22.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-45- 0.78% |
$9.03K - $9.91K
|
5.75K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-47- 4.68% |
$9.44K - $10.4K
|
958
$282K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-48- 36.36% |
$9.64K - $10.6K
|
84
$24.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-48- 2.34% |
$9.64K - $10.6K
|
2.01K
$590K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-49- 0.88% |
$9.84K - $10.8K
|
5.52K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-49- 0.71% |
$9.84K - $10.8K
|
6.9K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-50- 0.03% |
$10K - $11K
|
162K
$47.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-50- 3.21% |
$10K - $11K
|
1.51K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-50- 5.13% |
$10K - $11K
|
925
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-50- 2.72% |
$10K - $11K
|
1.79K
$525K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-51- 0.88% |
$10.2K - $11.2K
|
5.76K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-51- 0.83% |
$10.2K - $11.2K
|
6.06K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-51- 0.16% |
$10.2K - $11.2K
|
32.2K
$9.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-52- 0.8% |
$10.4K - $11.5K
|
6.47K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-53- 1.97% |
$10.6K - $11.7K
|
2.64K
$775K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-55- 0.74% |
$11K - $12.1K
|
7.37K
$2.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-55- 1.54% |
$11K - $12.1K
|
3.52K
$1.04M
|