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 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.42K- 3.2% |
$687K - $754K
|
103K
$30.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 11.76% |
$687K - $754K
|
25.7K
$7.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.46K- 4.53% |
$695K - $763K
|
73.1K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.52K- 10.66% |
$706K - $774K
|
29.5K
$8.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.53K- 1.32% |
$708K - $777K
|
263K
$78.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.56K- 48.69% |
$715K - $784K
|
3.75K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-3.69K- 1.15% |
$740K - $812K
|
317K
$94.3M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.71K- 2.89% |
$744K - $816K
|
125K
$37.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.72K- 3.86% |
$747K - $820K
|
92.6K
$27.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.73K- 2.61% |
$749K - $822K
|
139K
$41.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-3.74K- 6.64% |
$752K - $825K
|
52.7K
$15.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.79K- 1.96% |
$761K - $835K
|
189K
$56.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.8K- 41.44% |
$762K - $836K
|
5.36K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-3.82K- 28.47% |
$766K - $841K
|
9.59K
$2.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.82K- 3.58% |
$767K - $842K
|
103K
$30.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-3.85K- 0.78% |
$773K - $848K
|
487K
$145M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.86K- 35.41% |
$775K - $850K
|
7.04K
$2.09M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.87K- 4.84% |
$777K - $852K
|
76.1K
$22.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.91K- 73.95% |
$785K - $862K
|
1.38K
$410K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.95K- 9.89% |
$793K - $870K
|
36K
$10.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.01K- 7.93% |
$804K - $882K
|
46.5K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.02K- 2.55% |
$807K - $886K
|
154K
$45.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.05K- 6.44% |
$812K - $891K
|
58.8K
$17.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.05K- 16.3% |
$814K - $893K
|
20.8K
$6.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-4.13K- 2.33% |
$829K - $910K
|
173K
$51.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.21K- 3.76% |
$845K - $927K
|
108K
$32.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.26K- 5.8% |
$854K - $938K
|
69.1K
$20.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.38K- 2.47% |
$879K - $965K
|
173K
$51.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4.45K- 77.15% |
$893K - $979K
|
1.32K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.58K- 8.43% |
$919K - $1.01M
|
49.8K
$14.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.61K- 13.7% |
$925K - $1.02M
|
29K
$8.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.63K- 0.25% |
$929K - $1.02M
|
1.82M
$543M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-4.69K- 1.92% |
$941K - $1.03M
|
240K
$71.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.69K- 1.65% |
$942K - $1.03M
|
279K
$83M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-4.7K- 11.9% |
$943K - $1.03M
|
34.8K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.78K- 7.16% |
$960K - $1.05M
|
62.1K
$18.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.79K- 11.57% |
$961K - $1.05M
|
36.6K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.79K- 0.62% |
$962K - $1.06M
|
768K
$228M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.87K- 14.93% |
$977K - $1.07M
|
27.7K
$8.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-4.89K- 15.08% |
$982K - $1.08M
|
27.5K
$8.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.91K- 43.3% |
$985K - $1.08M
|
6.43K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-5.01K- 3.17% |
$1.01M - $1.1M
|
153K
$45.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.06K- 11.67% |
$1.02M - $1.11M
|
38.3K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.08K- 18.29% |
$1.02M - $1.12M
|
22.7K
$6.74M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.1K- 8.5% |
$1.02M - $1.12M
|
54.8K
$16.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-5.1K- 17.65% |
$1.02M - $1.12M
|
23.8K
$7.08M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-5.29K- 84.41% |
$1.06M - $1.17M
|
978
$291K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-5.31K- 5.13% |
$1.07M - $1.17M
|
98.3K
$29.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 64.38% |
$1.08M - $1.18M
|
2.97K
$881K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-5.45K- 12.59% |
$1.09M - $1.2M
|
37.8K
$11.2M
|