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 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-55- 0.53% |
$11K - $12.1K
|
10.4K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-55- 1.55% |
$11K - $12.1K
|
3.48K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55- 4.39% |
$11K - $12.1K
|
1.2K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-58- 1.77% |
$11.6K - $12.8K
|
3.22K
$947K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-58- 0.05% |
$11.6K - $12.8K
|
115K
$33.8M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-60- 7.61% |
$12K - $13.2K
|
728
$214K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-60- 1.17% |
$12K - $13.2K
|
5.05K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-60- 1.6% |
$12K - $13.2K
|
3.7K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-60- 0.28% |
$12K - $13.2K
|
21.1K
$6.22M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-61- 64.21% |
$12.2K - $13.4K
|
34
$10K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-61- 8.79% |
$12.2K - $13.4K
|
633
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 13.09% |
$12.8K - $14.1K
|
425
$125K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-64- 3.74% |
$12.8K - $14.1K
|
1.65K
$484K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-66- 3.48% |
$13.2K - $14.5K
|
1.83K
$538K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-67- 5.11% |
$13.5K - $14.8K
|
1.24K
$366K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-68- 2.01% |
$13.7K - $15K
|
3.31K
$973K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-69- 0.22% |
$13.9K - $15.2K
|
31.9K
$9.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-70- 0.89% |
$14.1K - $15.4K
|
7.8K
$2.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-70- 5.43% |
$14.1K - $15.4K
|
1.22K
$358K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-71- 0.22% |
$14.3K - $15.6K
|
31.8K
$9.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-71- 0.1% |
$14.3K - $15.6K
|
74.3K
$21.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-73- 1.7% |
$14.7K - $16.1K
|
4.23K
$1.24M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-73- 6.8% |
$14.7K - $16.1K
|
1K
$294K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-74- 1.36% |
$14.9K - $16.3K
|
5.36K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-75- 2.21% |
$15.1K - $16.5K
|
3.32K
$977K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-75- 4.58% |
$15.1K - $16.5K
|
1.56K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-75- 1.33% |
$15.1K - $16.5K
|
5.58K
$1.64M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 20.0% |
$15.1K - $16.5K
|
300
$88.2K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-77- 0.93% |
$15.5K - $17K
|
8.23K
$2.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-79- 0.63% |
$15.9K - $17.4K
|
12.4K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-79- 0.28% |
$15.9K - $17.4K
|
28.1K
$8.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-79- 1.8% |
$15.9K - $17.4K
|
4.3K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-80- 5.22% |
$16.1K - $17.6K
|
1.45K
$427K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-80- 2.24% |
$16.1K - $17.6K
|
3.5K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-81- 0.39% |
$16.3K - $17.8K
|
20.9K
$6.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-83- 1.93% |
$16.7K - $18.3K
|
4.21K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-85- 0.35% |
$17.1K - $18.7K
|
23.9K
$7.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-86- 0.13% |
$17.3K - $18.9K
|
65.4K
$19.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-86- 0.69% |
$17.3K - $18.9K
|
12.3K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-86- 0.67% |
$17.3K - $18.9K
|
12.7K
$3.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-88- 4.42% |
$17.7K - $19.4K
|
1.9K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-95- 0.27% |
$19.1K - $20.9K
|
35.5K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-96- 10.07% |
$19.3K - $21.1K
|
857
$252K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-97- 5.18% |
$19.5K - $21.4K
|
1.78K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-97- 0.79% |
$19.5K - $21.4K
|
12.2K
$3.57M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.97% |
$19.7K - $21.6K
|
9.99K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-98- 0.07% |
$19.7K - $21.6K
|
132K
$38.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-99- 0.61% |
$19.9K - $21.8K
|
16.1K
$4.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-99- 1.81% |
$19.9K - $21.8K
|
5.38K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-99- 2.8% |
$19.9K - $21.8K
|
3.44K
$1.01M
|