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 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
164+ 0.54% |
$32.9K - $36.1K
|
30.4K
$9.07M
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
163+ 15.67% |
$32.7K - $35.9K
|
1.2K
$359K
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
161+ 7.78% |
$32.3K - $35.5K
|
2.23K
$665K
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
160+ 4.6% |
$32.1K - $35.2K
|
3.64K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
160+ 0.38% |
$32.1K - $35.2K
|
42.4K
$12.6M
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
157+ 1.91% |
$31.5K - $34.6K
|
8.36K
$2.49M
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
156+ 2.67% |
$31.3K - $34.4K
|
5.99K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
156+ 2.22% |
$31.3K - $34.4K
|
7.19K
$2.15M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
154+ 3.21% |
$30.9K - $33.9K
|
4.95K
$1.47M
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
152+ 7.72% |
$30.5K - $33.5K
|
2.12K
$632K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
152+ 0.58% |
$30.5K - $33.5K
|
26.5K
$7.91M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
150+ 2.41% |
$30.1K - $33K
|
6.36K
$1.9M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
150+ 2.62% |
$30.1K - $33K
|
5.87K
$1.75M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149+ 10.6% |
$29.9K - $32.8K
|
1.56K
$464K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
146+ 1.38% |
$29.3K - $32.2K
|
10.8K
$3.21M
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
143+ 2.99% |
$28.7K - $31.5K
|
4.93K
$1.47M
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
142+ 13.03% |
$28.5K - $31.3K
|
1.23K
$367K
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
139+ 3.07% |
$27.9K - $30.6K
|
4.67K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
138+ 0.07% |
$27.7K - $30.4K
|
211K
$62.9M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
134+ 0.33% |
$26.9K - $29.5K
|
41.3K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
132+ 0.76% |
$26.5K - $29.1K
|
17.6K
$5.25M
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
131+ 8.91% |
$26.3K - $28.9K
|
1.6K
$478K
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
129+ 3.26% |
$25.9K - $28.4K
|
4.08K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
125+ 3.55% |
$25.1K - $27.5K
|
3.65K
$1.09M
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
124+ 0.69% |
$24.9K - $27.3K
|
18K
$5.36M
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
124+ 6.7% |
$24.9K - $27.3K
|
1.97K
$589K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
123+ 61.5% |
$24.7K - $27.1K
|
323
$96.3K
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
123+ 4.05% |
$24.7K - $27.1K
|
3.16K
$942K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
120+ 0.71% |
$24.1K - $26.4K
|
17.1K
$5.11M
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
120+ 4.69% |
$24.1K - $26.4K
|
2.68K
$799K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
120+ 1.03% |
$24.1K - $26.4K
|
11.7K
$3.5M
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
118+ 7.48% |
$23.7K - $26K
|
1.7K
$505K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
115+ 1.14% |
$23.1K - $25.3K
|
10.2K
$3.03M
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
113+ 0.38% |
$22.7K - $24.9K
|
29.9K
$8.9M
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
113+ 0.38% |
$22.7K - $24.9K
|
29.8K
$8.88M
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
109+ 4.5% |
$21.9K - $24K
|
2.53K
$755K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
108+ 0.34% |
$21.7K - $23.8K
|
31.7K
$9.44M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
106+ 5.96% |
$21.3K - $23.3K
|
1.89K
$562K
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
106+ 1.08% |
$21.3K - $23.3K
|
9.97K
$2.97M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
105+ 1.85% |
$21.1K - $23.1K
|
5.79K
$1.73M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
105+ 1.7% |
$21.1K - $23.1K
|
6.29K
$1.88M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
105+ 1.15% |
$21.1K - $23.1K
|
9.27K
$2.76M
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
105+ 0.7% |
$21.1K - $23.1K
|
15K
$4.48M
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
104+ 0.85% |
$20.9K - $22.9K
|
12.3K
$3.67M
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
103+ 5.46% |
$20.7K - $22.7K
|
1.99K
$593K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
102+ 0.58% |
$20.5K - $22.5K
|
17.7K
$5.29M
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
100+ 3.23% |
$20.1K - $22K
|
3.19K
$952K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
100+ 7.75% |
$20.1K - $22K
|
1.39K
$415K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
100+ 0.26% |
$20.1K - $22K
|
38.5K
$11.5M
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
100+ 2.61% |
$20.1K - $22K
|
3.94K
$1.17M
|