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 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-536- 7.27% |
$108K - $118K
|
6.84K
$2.01M
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-536- 1.18% |
$108K - $118K
|
44.8K
$13.2M
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-543- 18.27% |
$109K - $120K
|
2.43K
$714K
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-545- 4.89% |
$109K - $120K
|
10.6K
$3.12M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-553- 3.04% |
$111K - $122K
|
17.6K
$5.19M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-557- 14.6% |
$112K - $123K
|
3.26K
$958K
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-563- 0.58% |
$113K - $124K
|
97.1K
$28.5M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-564- 10.2% |
$113K - $124K
|
4.97K
$1.46M
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-564- 31.7% |
$113K - $124K
|
1.22K
$357K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-565- 9.54% |
$113K - $124K
|
5.36K
$1.58M
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-565- 0.81% |
$113K - $124K
|
69K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-565- 3.21% |
$113K - $124K
|
17K
$5.01M
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-566- 6.09% |
$114K - $125K
|
8.73K
$2.57M
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-567- 13.96% |
$114K - $125K
|
3.49K
$1.03M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-573- 2.43% |
$115K - $126K
|
23K
$6.78M
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-574- 13.35% |
$115K - $126K
|
3.73K
$1.1M
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-575- 4.13% |
$115K - $127K
|
13.3K
$3.92M
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-577- 1.05% |
$116K - $127K
|
54.2K
$15.9M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-583- 5.53% |
$117K - $128K
|
9.96K
$2.93M
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-586- 6.96% |
$118K - $129K
|
7.84K
$2.3M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-588- 0.42% |
$118K - $130K
|
138K
$40.7M
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-589- 17.35% |
$118K - $130K
|
2.81K
$825K
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-593- 31.63% |
$119K - $131K
|
1.28K
$377K
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-595- 3.85% |
$119K - $131K
|
14.9K
$4.37M
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-596- 0.16% |
$120K - $131K
|
380K
$112M
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-599- 8.58% |
$120K - $132K
|
6.39K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-601- 1.56% |
$121K - $132K
|
38K
$11.2M
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-609- 22.23% |
$122K - $134K
|
2.13K
$626K
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-615- 4.49% |
$123K - $135K
|
13.1K
$3.85M
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-617- 1.87% |
$124K - $136K
|
32.4K
$9.52M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-621- 1.01% |
$125K - $137K
|
60.6K
$17.8M
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-632- 20.51% |
$127K - $139K
|
2.45K
$720K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-640- 5.33% |
$128K - $141K
|
11.4K
$3.35M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-651- 1.81% |
$131K - $143K
|
35.3K
$10.4M
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
SELL
|
- |
-656- 0.28% |
$132K - $145K
|
235K
$69.1M
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-659- 3.0% |
$132K - $145K
|
21.3K
$6.28M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-659- 15.69% |
$132K - $145K
|
3.54K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-661- 22.98% |
$133K - $146K
|
2.22K
$652K
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-664- 12.94% |
$133K - $146K
|
4.47K
$1.31M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-670- 0.25% |
$135K - $148K
|
264K
$77.6M
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-670- 12.6% |
$135K - $148K
|
4.65K
$1.37M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-683- 81.89% |
$137K - $150K
|
151
$44.4K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-696- 8.53% |
$140K - $153K
|
7.46K
$2.19M
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-699- 10.48% |
$140K - $154K
|
5.97K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-701- 14.7% |
$141K - $154K
|
4.07K
$1.2M
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-701- 34.06% |
$141K - $154K
|
1.36K
$399K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-709- 25.74% |
$142K - $156K
|
2.05K
$602K
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-711- 3.92% |
$143K - $157K
|
17.4K
$5.13M
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-711- 4.2% |
$143K - $157K
|
16.2K
$4.77M
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-711- 31.25% |
$143K - $157K
|
1.56K
$460K
|