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 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
368+ 6.5% |
$73.9K - $81.1K
|
6.03K
$1.79M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
366+ 1.55% |
$73.5K - $80.6K
|
23.9K
$7.1M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
363+ 33.61% |
$72.9K - $80K
|
1.44K
$428K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
360+ 18.2% |
$72.3K - $79.3K
|
2.34K
$693K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
358New |
$71.9K - $78.9K
|
358
$106K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
348+ 1.58% |
$69.9K - $76.7K
|
22.4K
$6.63M
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
339+ 9.5% |
$68.1K - $74.7K
|
3.91K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
335+ 19.87% |
$67.3K - $73.8K
|
2.02K
$599K
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
327+ 20.36% |
$65.6K - $72K
|
1.93K
$573K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
323+ 85.22% |
$64.8K - $71.2K
|
702
$208K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
316+ 1.48% |
$63.4K - $69.6K
|
21.7K
$6.42M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
314New |
$63K - $69.2K
|
314
$93.1K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
307+ 6.47% |
$61.6K - $67.6K
|
5.05K
$1.5M
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
307+ 24.33% |
$61.6K - $67.6K
|
1.57K
$465K
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
306+ 3.72% |
$61.4K - $67.4K
|
8.53K
$2.53M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
304+ 4.34% |
$61K - $67K
|
7.3K
$2.17M
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
303+ 4.26% |
$60.8K - $66.7K
|
7.42K
$2.2M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
302+ 6.77% |
$60.6K - $66.5K
|
4.76K
$1.41M
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
301+ 0.89% |
$60.4K - $66.3K
|
34K
$10.1M
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
300New |
$60.2K - $66.1K
|
300
$89K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
299+ 4.78% |
$60K - $65.9K
|
6.56K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
299+ 2.51% |
$60K - $65.9K
|
12.2K
$3.62M
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
298New |
$59.8K - $65.6K
|
298
$88.4K
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
292+ 9.95% |
$58.6K - $64.3K
|
3.23K
$957K
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
291+ 0.77% |
$58.4K - $64.1K
|
37.9K
$11.2M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
275New |
$55.2K - $60.6K
|
275
$81.5K
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
270+ 1.0% |
$54.2K - $59.5K
|
27.3K
$8.08M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
270+ 28.15% |
$54.2K - $59.5K
|
1.23K
$364K
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
267+ 2.08% |
$53.6K - $58.8K
|
13.1K
$3.89M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
266+ 14.1% |
$53.4K - $58.6K
|
2.15K
$638K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
265+ 5.01% |
$53.2K - $58.4K
|
5.55K
$1.65M
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
264+ 1.08% |
$53K - $58.2K
|
24.7K
$7.33M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
262+ 6.46% |
$52.6K - $57.7K
|
4.32K
$1.28M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
259+ 0.76% |
$52K - $57.1K
|
34.5K
$10.2M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
258+ 1.45% |
$51.8K - $56.8K
|
18.1K
$5.36M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
258+ 13.76% |
$51.8K - $56.8K
|
2.13K
$632K
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
258+ 17.54% |
$51.8K - $56.8K
|
1.73K
$513K
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
257+ 17.1% |
$51.6K - $56.6K
|
1.76K
$522K
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
255+ 16.95% |
$51.2K - $56.2K
|
1.76K
$522K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
254+ 1.23% |
$51K - $56K
|
20.9K
$6.19M
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
251+ 5.07% |
$50.4K - $55.3K
|
5.2K
$1.54M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
251+ 12.83% |
$50.4K - $55.3K
|
2.21K
$655K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
250+ 0.39% |
$50.2K - $55.1K
|
64.4K
$19.1M
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
250+ 1.1% |
$50.2K - $55.1K
|
23K
$6.81M
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
249+ 0.25% |
$50K - $54.8K
|
98K
$29.1M
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
248+ 1.63% |
$49.8K - $54.6K
|
15.5K
$4.59M
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
241+ 4.17% |
$48.4K - $53.1K
|
6.03K
$1.79M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
240+ 22.99% |
$48.2K - $52.9K
|
1.28K
$381K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
239+ 1.02% |
$48K - $52.6K
|
23.6K
$7.01M
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
238New |
$47.8K - $52.4K
|
238
$70.6K
|