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 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.18K+ 1.78% |
$237K - $260K
|
67.5K
$20M
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 6.74% |
$237K - $260K
|
18.7K
$5.54M
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.17KNew |
$235K - $258K
|
1.17K
$348K
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.17KNew |
$235K - $258K
|
1.17K
$347K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 8.36% |
$232K - $254K
|
15K
$4.44M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.15K+ 8.72% |
$230K - $253K
|
14.3K
$4.24M
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.14K+ 0.91% |
$228K - $251K
|
126K
$37.3M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.13KNew |
$227K - $250K
|
1.13K
$336K
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.13KNew |
$227K - $249K
|
1.13K
$336K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.13K+ 19.81% |
$226K - $248K
|
6.82K
$2.02M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.39% |
$223K - $245K
|
12.9K
$3.84M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.1KNew |
$221K - $243K
|
1.1K
$326K
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$220K - $241K
|
1.1K
$325K
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.08K+ 11.11% |
$217K - $238K
|
10.8K
$3.21M
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.07K+ 2.68% |
$215K - $235K
|
40.9K
$12.1M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 6.2% |
$212K - $233K
|
18.1K
$5.37M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.05K+ 3.81% |
$211K - $232K
|
28.7K
$8.5M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.04K+ 9.33% |
$210K - $230K
|
12.2K
$3.63M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
1.04KNew |
$209K - $230K
|
1.04K
$309K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.04K+ 0.46% |
$209K - $229K
|
229K
$67.9M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.04K+ 3.98% |
$209K - $229K
|
27.2K
$8.06M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.03K+ 6.41% |
$207K - $227K
|
17.1K
$5.07M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 5.62% |
$206K - $226K
|
19.3K
$5.72M
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.03K+ 42.13% |
$206K - $226K
|
3.46K
$1.03M
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.02KNew |
$205K - $225K
|
1.02K
$303K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.02K+ 1.96% |
$204K - $224K
|
52.8K
$15.6M
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1K+ 1.86% |
$201K - $221K
|
54.9K
$16.3M
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
1K+ 99.21% |
$201K - $220K
|
2.01K
$595K
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
997+ 61.62% |
$200K - $220K
|
2.62K
$775K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
996+ 5.72% |
$200K - $219K
|
18.4K
$5.45M
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
989New |
$199K - $218K
|
989
$293K
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
987+ 1.91% |
$198K - $217K
|
52.6K
$15.6M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
987+ 0.3% |
$198K - $217K
|
327K
$96.8M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
983+ 297.88% |
$197K - $217K
|
1.31K
$389K
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
982+ 100.0% |
$197K - $216K
|
1.96K
$582K
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
982New |
$197K - $216K
|
982
$291K
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
981New |
$197K - $216K
|
981
$291K
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
979New |
$197K - $216K
|
979
$290K
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
970+ 11.48% |
$195K - $214K
|
9.42K
$2.79M
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
968New |
$194K - $213K
|
968
$287K
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
965New |
$194K - $213K
|
965
$286K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
961New |
$193K - $212K
|
961
$285K
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
955+ 9.79% |
$192K - $210K
|
10.7K
$3.17M
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
951+ 38.55% |
$191K - $209K
|
3.42K
$1.01M
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
947New |
$190K - $209K
|
947
$281K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
945New |
$190K - $208K
|
945
$280K
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
944New |
$190K - $208K
|
944
$280K
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
940+ 2.89% |
$189K - $207K
|
33.4K
$9.91M
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
939+ 34.74% |
$189K - $207K
|
3.64K
$1.08M
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
937New |
$188K - $206K
|
937
$278K
|