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 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
99+ 1.49% |
$19.9K - $21.8K
|
6.75K
$2M
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
99+ 2.96% |
$19.9K - $21.8K
|
3.45K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$19.9K - $21.8K
|
99
$29.4K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
99+ 5.48% |
$19.9K - $21.8K
|
1.9K
$565K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
98+ 2.13% |
$19.7K - $21.6K
|
4.71K
$1.4M
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
95+ 0.65% |
$19.1K - $20.9K
|
14.7K
$4.36M
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
95+ 1.9% |
$19.1K - $20.9K
|
5.1K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
95+ 0.76% |
$19.1K - $20.9K
|
12.5K
$3.72M
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
93+ 0.08% |
$18.7K - $20.5K
|
116K
$34.4M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 0.44% |
$18.7K - $20.5K
|
21.2K
$6.29M
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
92+ 6.32% |
$18.5K - $20.3K
|
1.55K
$459K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
92+ 3.05% |
$18.5K - $20.3K
|
3.11K
$923K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
91+ 0.84% |
$18.3K - $20K
|
10.9K
$3.24M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
91+ 0.46% |
$18.3K - $20K
|
19.8K
$5.87M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
90+ 1.15% |
$18.1K - $19.8K
|
7.93K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
90+ 3.41% |
$18.1K - $19.8K
|
2.73K
$810K
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
88+ 1.37% |
$17.7K - $19.4K
|
6.5K
$1.93M
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
87+ 1.07% |
$17.5K - $19.2K
|
8.2K
$2.43M
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 3.23% |
$17.5K - $19.2K
|
2.78K
$824K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
87New |
$17.5K - $19.2K
|
87
$25.8K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
85+ 0.61% |
$17.1K - $18.7K
|
14.1K
$4.17M
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
84New |
$16.9K - $18.5K
|
84
$24.9K
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
83+ 5.21% |
$16.7K - $18.3K
|
1.68K
$497K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
82+ 0.55% |
$16.5K - $18.1K
|
15.1K
$4.47M
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
81+ 3.45% |
$16.3K - $17.8K
|
2.43K
$721K
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
80+ 1.61% |
$16.1K - $17.6K
|
5.05K
$1.5M
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
79+ 2.85% |
$15.9K - $17.4K
|
2.85K
$844K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
78+ 0.22% |
$15.7K - $17.2K
|
36.1K
$10.7M
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
76+ 3.66% |
$15.3K - $16.7K
|
2.15K
$639K
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
76+ 0.76% |
$15.3K - $16.7K
|
10.1K
$3.01M
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
76+ 0.76% |
$15.3K - $16.7K
|
10.1K
$3.01M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 11.03% |
$14.9K - $16.3K
|
745
$221K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
73+ 7.27% |
$14.7K - $16.1K
|
1.08K
$319K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
73+ 1.92% |
$14.7K - $16.1K
|
3.87K
$1.15M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
70+ 0.18% |
$14.1K - $15.4K
|
38.6K
$11.4M
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
70+ 0.36% |
$14.1K - $15.4K
|
19.5K
$5.78M
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
69+ 2.34% |
$13.9K - $15.2K
|
3.01K
$894K
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
68+ 1.0% |
$13.7K - $15K
|
6.88K
$2.04M
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
66+ 0.63% |
$13.2K - $14.5K
|
10.5K
$3.12M
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
66+ 3.72% |
$13.2K - $14.5K
|
1.84K
$546K
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
64+ 4.55% |
$12.8K - $14.1K
|
1.47K
$436K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
63+ 0.79% |
$12.6K - $13.9K
|
7.99K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
63+ 3.61% |
$12.6K - $13.9K
|
1.81K
$535K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
62+ 1.51% |
$12.4K - $13.7K
|
4.18K
$1.24M
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
62+ 3.35% |
$12.4K - $13.7K
|
1.91K
$567K
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
61+ 3.53% |
$12.2K - $13.4K
|
1.79K
$531K
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
61+ 0.4% |
$12.2K - $13.4K
|
15.3K
$4.54M
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
61+ 0.93% |
$12.2K - $13.4K
|
6.61K
$1.96M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
60+ 1.19% |
$12K - $13.2K
|
5.11K
$1.51M
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
60+ 2.71% |
$12K - $13.2K
|
2.27K
$673K
|