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 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-149- 3.63% |
$29.9K - $32.8K
|
3.95K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-149- 2.93% |
$29.9K - $32.8K
|
4.95K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-150- 24.47% |
$30.1K - $33K
|
463
$136K
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-150- 3.99% |
$30.1K - $33K
|
3.61K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-150- 1.06% |
$30.1K - $33K
|
14.1K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-150- 13.04% |
$30.1K - $33K
|
1K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-150- 9.63% |
$30.1K - $33K
|
1.41K
$414K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-151- 0.38% |
$30.3K - $33.3K
|
39.3K
$11.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-151- 5.55% |
$30.3K - $33.3K
|
2.57K
$756K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-153- 5.69% |
$30.7K - $33.7K
|
2.54K
$746K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-154- 6.49% |
$30.9K - $33.9K
|
2.22K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-154- 5.22% |
$30.9K - $33.9K
|
2.8K
$823K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-155- 1.12% |
$31.1K - $34.1K
|
13.7K
$4.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-156- 1.43% |
$31.3K - $34.4K
|
10.7K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-156- 0.56% |
$31.3K - $34.4K
|
27.7K
$8.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-156- 1.25% |
$31.3K - $34.4K
|
12.3K
$3.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-157- 6.19% |
$31.5K - $34.6K
|
2.38K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-157- 2.0% |
$31.5K - $34.6K
|
7.68K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-158- 0.66% |
$31.7K - $34.8K
|
23.7K
$6.96M
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-159- 5.13% |
$31.9K - $35K
|
2.94K
$865K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-160- 5.11% |
$32.1K - $35.2K
|
2.97K
$874K
|
|
|
Jul 24, 2023
Q2 2023
|
Barton Investment Management
|
SELL
|
- |
-160- 1.18% |
$32.1K - $35.2K
|
13.4K
$3.95M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-162- 1.59% |
$32.5K - $35.7K
|
10K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-164- 0.64% |
$32.9K - $36.1K
|
25.3K
$7.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-167- 0.39% |
$33.5K - $36.8K
|
43K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-167- 15.03% |
$33.5K - $36.8K
|
944
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-167- 4.62% |
$33.5K - $36.8K
|
3.44K
$1.01M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-167- 5.19% |
$33.5K - $36.8K
|
3.05K
$897K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-168- 0.85% |
$33.7K - $37K
|
19.6K
$5.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-168- 14.38% |
$33.7K - $37K
|
1K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-168- 1.22% |
$33.7K - $37K
|
13.6K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-168- 0.36% |
$33.7K - $37K
|
45.9K
$13.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-169- 1.73% |
$33.9K - $37.2K
|
9.58K
$2.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-170- 1.38% |
$34.1K - $37.4K
|
12.2K
$3.58M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-171- 1.89% |
$34.3K - $37.7K
|
8.85K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-171- 15.62% |
$34.3K - $37.7K
|
924
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-173- 3.04% |
$34.7K - $38.1K
|
5.52K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-173- 24.68% |
$34.7K - $38.1K
|
528
$155K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-173- 10.83% |
$34.7K - $38.1K
|
1.42K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-175- 82.16% |
$35.1K - $38.5K
|
38
$11.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-175- 3.77% |
$35.1K - $38.5K
|
4.46K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-176- 0.91% |
$35.3K - $38.8K
|
19.2K
$5.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-177- 1.75% |
$35.5K - $39K
|
9.94K
$2.92M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-180- 9.1% |
$36.1K - $39.7K
|
1.8K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-182- 1.98% |
$36.5K - $40.1K
|
9K
$2.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-184- 11.35% |
$36.9K - $40.5K
|
1.44K
$423K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-186- 1.57% |
$37.3K - $41K
|
11.6K
$3.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-186- 0.06% |
$37.3K - $41K
|
330K
$97M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-186- 0.94% |
$37.3K - $41K
|
19.6K
$5.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-187- 0.54% |
$37.5K - $41.2K
|
34.4K
$10.1M
|