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 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
935New |
$188K - $206K
|
935
$280K
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
934New |
$188K - $206K
|
934
$279K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
934+ 2.43% |
$188K - $206K
|
39.4K
$11.8M
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
933New |
$187K - $206K
|
933
$279K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
932New |
$187K - $205K
|
932
$279K
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
932New |
$187K - $205K
|
932
$279K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
932+ 4.95% |
$187K - $205K
|
19.8K
$5.91M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
930+ 3.38% |
$187K - $205K
|
28.5K
$8.51M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
928New |
$186K - $204K
|
928
$278K
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
928New |
$186K - $204K
|
928
$278K
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
924New |
$185K - $204K
|
924
$276K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
920+ 2.39% |
$185K - $203K
|
39.4K
$11.8M
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
919New |
$184K - $202K
|
919
$275K
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
917New |
$184K - $202K
|
917
$274K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
917New |
$184K - $202K
|
917
$274K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
917New |
$184K - $202K
|
917
$274K
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
913New |
$183K - $201K
|
913
$273K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
913+ 1.56% |
$183K - $201K
|
59.5K
$17.8M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
912New |
$183K - $201K
|
912
$273K
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
910New |
$183K - $200K
|
910
$272K
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
908+ 8.32% |
$182K - $200K
|
11.8K
$3.53M
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
907+ 28.05% |
$182K - $200K
|
4.14K
$1.24M
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
900+ 3.64% |
$181K - $198K
|
25.6K
$7.66M
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
890New |
$179K - $196K
|
890
$266K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
883+ 2.37% |
$177K - $195K
|
38.2K
$11.4M
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
870+ 1.54% |
$175K - $192K
|
57.3K
$17.1M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
869+ 7.15% |
$174K - $191K
|
13K
$3.89M
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
850+ 0.57% |
$171K - $187K
|
150K
$44.9M
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
835+ 18.74% |
$168K - $184K
|
5.29K
$1.58M
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
835+ 18.74% |
$168K - $184K
|
5.29K
$1.58M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
834+ 3.74% |
$167K - $184K
|
23.1K
$6.91M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
833+ 18.88% |
$167K - $183K
|
5.25K
$1.57M
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
830+ 83.0% |
$167K - $183K
|
1.83K
$547K
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
825+ 54.06% |
$166K - $182K
|
2.35K
$703K
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
811+ 3.98% |
$163K - $179K
|
21.2K
$6.33M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
806+ 7.43% |
$162K - $178K
|
11.6K
$3.48M
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
803+ 9.46% |
$161K - $177K
|
9.29K
$2.78M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
792New |
$159K - $174K
|
792
$237K
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
759+ 68.87% |
$152K - $167K
|
1.86K
$557K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
744+ 2.81% |
$149K - $164K
|
27.2K
$8.14M
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
741+ 5.18% |
$149K - $163K
|
15K
$4.5M
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
738+ 60.49% |
$148K - $163K
|
1.96K
$586K
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
733+ 6.41% |
$147K - $161K
|
12.2K
$3.64M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
733+ 0.74% |
$147K - $161K
|
100K
$29.9M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
731+ 0.92% |
$147K - $161K
|
80K
$23.9M
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
726+ 2.39% |
$146K - $160K
|
31.1K
$9.29M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
724+ 27.75% |
$145K - $159K
|
3.33K
$997K
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
724+ 66.36% |
$145K - $159K
|
1.82K
$543K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
715+ 2.27% |
$144K - $158K
|
32.2K
$9.62M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
695+ 5.55% |
$140K - $153K
|
13.2K
$3.95M
|