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 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
691+ 0.97% |
$139K - $152K
|
71.7K
$21.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
679+ 22.63% |
$136K - $150K
|
3.68K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
670+ 1.83% |
$135K - $148K
|
37.3K
$11.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
666+ 3.29% |
$134K - $147K
|
20.9K
$6.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
663+ 13.33% |
$133K - $146K
|
5.64K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
662+ 12.97% |
$133K - $146K
|
5.77K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
649+ 50.43% |
$130K - $143K
|
1.94K
$579K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
648+ 22.74% |
$130K - $143K
|
3.5K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
638+ 2.87% |
$128K - $141K
|
22.9K
$6.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
633+ 0.72% |
$127K - $139K
|
88.5K
$26.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
629+ 1.82% |
$126K - $139K
|
35.3K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
627+ 3.64% |
$126K - $138K
|
17.8K
$5.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
623+ 0.49% |
$125K - $137K
|
127K
$38.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
621+ 2.16% |
$125K - $137K
|
29.4K
$8.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
619+ 1.17% |
$124K - $136K
|
53.4K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
617+ 31.07% |
$124K - $136K
|
2.6K
$778K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
610+ 0.73% |
$122K - $134K
|
83.8K
$25.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
610+ 1.78% |
$122K - $134K
|
34.9K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
608+ 5.23% |
$122K - $134K
|
12.2K
$3.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
603+ 7.66% |
$121K - $133K
|
8.48K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
602+ 19.54% |
$121K - $133K
|
3.68K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 16.52% |
$120K - $132K
|
4.23K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
595+ 9.75% |
$119K - $131K
|
6.7K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
592+ 4.21% |
$119K - $130K
|
14.7K
$4.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
592+ 7.88% |
$119K - $130K
|
8.1K
$2.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
591+ 1.05% |
$119K - $130K
|
56.7K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
589+ 4.57% |
$118K - $130K
|
13.5K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
BUY
|
- |
584+ 15.34% |
$117K - $129K
|
4.39K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
578+ 25.97% |
$116K - $127K
|
2.8K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
578+ 1.34% |
$116K - $127K
|
43.8K
$13.1M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
573+ 6.63% |
$115K - $126K
|
9.21K
$2.75M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
572+ 28.59% |
$115K - $126K
|
2.57K
$769K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
567+ 2.01% |
$114K - $125K
|
28.7K
$8.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
563+ 1.48% |
$113K - $124K
|
38.6K
$11.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
562+ 2.23% |
$113K - $124K
|
25.7K
$7.69M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
561+ 111.53% |
$113K - $124K
|
1.06K
$318K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
561+ 6.16% |
$113K - $124K
|
9.67K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
560+ 11.16% |
$112K - $123K
|
5.58K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
559+ 0.91% |
$112K - $123K
|
62.1K
$18.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
558+ 6.63% |
$112K - $123K
|
8.97K
$2.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
557+ 7.72% |
$112K - $123K
|
7.77K
$2.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
556+ 1.49% |
$112K - $122K
|
37.7K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
551+ 12.65% |
$111K - $121K
|
4.91K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
541+ 7.13% |
$109K - $119K
|
8.13K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
525+ 3.94% |
$105K - $116K
|
13.8K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
525+ 3.49% |
$105K - $116K
|
15.6K
$4.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
522+ 46.61% |
$105K - $115K
|
1.64K
$491K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
519+ 2.01% |
$104K - $114K
|
26.4K
$7.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
518+ 9.89% |
$104K - $114K
|
5.76K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
517+ 2.87% |
$104K - $114K
|
18.5K
$5.54M
|