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 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-236- 3.34% |
$47.4K - $52K
|
6.84K
$2.01M
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-239- 32.04% |
$48K - $52.6K
|
507
$149K
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-239- 3.56% |
$48K - $52.6K
|
6.48K
$1.91M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-239- 11.68% |
$48K - $52.6K
|
1.81K
$532K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-241- 0.77% |
$48.4K - $53.1K
|
30.9K
$9.1M
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-242- 3.2% |
$48.6K - $53.3K
|
7.32K
$2.15M
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-242- 20.23% |
$48.6K - $53.3K
|
954
$281K
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-242- 1.52% |
$48.6K - $53.3K
|
15.6K
$4.6M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-242- 8.73% |
$48.6K - $53.3K
|
2.53K
$744K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-243- 4.17% |
$48.8K - $53.5K
|
5.59K
$1.64M
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-244- 1.41% |
$49K - $53.7K
|
17.1K
$5.02M
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-246- 13.7% |
$49.4K - $54.2K
|
1.55K
$456K
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-247- 2.05% |
$49.6K - $54.4K
|
11.8K
$3.47M
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-250- 0.78% |
$50.2K - $55.1K
|
31.7K
$9.32M
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-251- 1.04% |
$50.4K - $55.3K
|
24K
$7.06M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-252- 0.47% |
$50.6K - $55.5K
|
52.9K
$15.6M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-253- 7.22% |
$50.8K - $55.7K
|
3.25K
$957K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-253- 4.5% |
$50.8K - $55.7K
|
5.37K
$1.58M
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-255- 2.79% |
$51.2K - $56.2K
|
8.88K
$2.61M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-255- 9.05% |
$51.2K - $56.2K
|
2.56K
$754K
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-256- 4.46% |
$51.4K - $56.4K
|
5.49K
$1.61M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-258- 14.92% |
$51.8K - $56.8K
|
1.47K
$433K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-259- 3.83% |
$52K - $57.1K
|
6.51K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-263- 4.86% |
$52.8K - $57.9K
|
5.15K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-265- 0.89% |
$53.2K - $58.4K
|
29.5K
$8.68M
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-267- 17.66% |
$53.6K - $58.8K
|
1.25K
$366K
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-267- 7.1% |
$53.6K - $58.8K
|
3.49K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-268- 0.85% |
$53.8K - $59K
|
31.4K
$9.24M
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-268- 18.65% |
$53.8K - $59K
|
1.17K
$344K
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-269- 16.32% |
$54K - $59.3K
|
1.38K
$406K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-270- 2.89% |
$54.2K - $59.5K
|
9.06K
$2.66M
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-272- 5.5% |
$54.6K - $59.9K
|
4.68K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-273- 95.45% |
$54.8K - $60.1K
|
13
$3.82K
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-277- 0.22% |
$55.6K - $61K
|
127K
$37.4M
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-277- 0.55% |
$55.6K - $61K
|
50.2K
$14.7M
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-277- 1.42% |
$55.6K - $61K
|
19.2K
$5.64M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-280- 18.53% |
$56.2K - $61.7K
|
1.23K
$362K
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-281- 18.34% |
$56.4K - $61.9K
|
1.25K
$368K
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-282- 0.74% |
$56.6K - $62.1K
|
37.9K
$11.1M
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-284- 2.44% |
$57K - $62.6K
|
11.4K
$3.34M
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-285- 7.05% |
$57.2K - $62.8K
|
3.76K
$1.11M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-289- 0.3% |
$58K - $63.7K
|
96.5K
$28.4M
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-290- 11.77% |
$58.2K - $63.9K
|
2.17K
$639K
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-290- 0.17% |
$58.2K - $63.9K
|
169K
$49.6M
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-291- 20.51% |
$58.4K - $64.1K
|
1.13K
$332K
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-291- 2.7% |
$58.4K - $64.1K
|
10.5K
$3.09M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-291- 0.42% |
$58.4K - $64.1K
|
69.3K
$20.4M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-291- 11.96% |
$58.4K - $64.1K
|
2.14K
$630K
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-291- 2.24% |
$58.4K - $64.1K
|
12.7K
$3.73M
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-294- 3.63% |
$59K - $64.8K
|
7.8K
$2.29M
|