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 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-395- 8.0% |
$79.3K - $87K
|
4.54K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-397- 6.06% |
$79.7K - $87.5K
|
6.16K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-397- 22.45% |
$79.7K - $87.5K
|
1.37K
$403K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-399- 29.25% |
$80.1K - $87.9K
|
965
$284K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-400- 1.55% |
$80.3K - $88.1K
|
25.5K
$7.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-400- 11.06% |
$80.3K - $88.1K
|
3.22K
$946K
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-400- 30.53% |
$80.3K - $88.1K
|
910
$268K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-403- 0.48% |
$80.9K - $88.8K
|
83.4K
$24.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-404- 5.21% |
$81.1K - $89K
|
7.36K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-407- 14.21% |
$81.7K - $89.7K
|
2.46K
$723K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-408- 3.1% |
$81.9K - $89.9K
|
12.8K
$3.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-411- 2.81% |
$82.5K - $90.5K
|
14.2K
$4.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-425- 5.51% |
$85.3K - $93.6K
|
7.29K
$2.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-429- 1.78% |
$86.1K - $94.5K
|
23.6K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-440- 4.08% |
$88.3K - $96.9K
|
10.3K
$3.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-447- 8.04% |
$89.7K - $98.5K
|
5.11K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-449- 8.03% |
$90.1K - $98.9K
|
5.14K
$1.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-452- 6.84% |
$90.7K - $99.6K
|
6.16K
$1.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-456- 19.23% |
$91.5K - $100K
|
1.92K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-457- 2.51% |
$91.7K - $101K
|
17.7K
$5.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-458- 0.18% |
$91.9K - $101K
|
249K
$73.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-460- 1.2% |
$92.3K - $101K
|
37.7K
$11.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-461- 30.86% |
$92.5K - $102K
|
1.03K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-462- 1.02% |
$92.7K - $102K
|
45K
$13.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-463- 1.44% |
$92.9K - $102K
|
31.7K
$9.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-464- 4.38% |
$93.1K - $102K
|
10.1K
$2.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-465- 0.99% |
$93.3K - $102K
|
46.5K
$13.7M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-471- 1.66% |
$94.6K - $104K
|
27.9K
$8.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-474- 6.08% |
$95.2K - $104K
|
7.33K
$2.15M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-478- 2.39% |
$96K - $105K
|
19.5K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-479- 0.77% |
$96.2K - $106K
|
61.8K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-480- 7.92% |
$96.4K - $106K
|
5.58K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-482- 2.12% |
$96.8K - $106K
|
22.3K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-483- 6.18% |
$97K - $106K
|
7.34K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-484- 1.48% |
$97.2K - $107K
|
32.1K
$9.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-486- 9.14% |
$97.6K - $107K
|
4.83K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-488- 17.42% |
$98K - $107K
|
2.31K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-492- 1.5% |
$98.8K - $108K
|
32.4K
$9.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-493- 40.95% |
$99K - $109K
|
711
$209K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-494- 18.28% |
$99.2K - $109K
|
2.21K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-495- 9.29% |
$99.4K - $109K
|
4.83K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-497- 14.65% |
$99.8K - $109K
|
2.9K
$852K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-500- 0.52% |
$100K - $110K
|
96.3K
$28.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-501- 20.4% |
$101K - $110K
|
1.96K
$575K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-516- 3.61% |
$104K - $114K
|
13.8K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-516- 5.32% |
$104K - $114K
|
9.19K
$2.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-519- 4.63% |
$104K - $114K
|
10.7K
$3.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-520- 18.65% |
$104K - $115K
|
2.27K
$667K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-524- 10.41% |
$105K - $115K
|
4.51K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-528- 13.32% |
$106K - $116K
|
3.44K
$1.01M
|