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 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 4.98% |
$12K - $13.2K
|
1.27K
$375K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
60+ 1.0% |
$12K - $13.2K
|
6.08K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
58+ 232.0% |
$11.6K - $12.8K
|
83
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
57+ 1.02% |
$11.4K - $12.6K
|
5.67K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
57+ 2.64% |
$11.4K - $12.6K
|
2.22K
$658K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
56+ 38.1% |
$11.2K - $12.3K
|
203
$60.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
56+ 0.28% |
$11.2K - $12.3K
|
20.2K
$5.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
56+ 3.89% |
$11.2K - $12.3K
|
1.49K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
56New |
$11.2K - $12.3K
|
56
$16.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
55+ 0.9% |
$11K - $12.1K
|
6.17K
$1.83M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
54+ 0.98% |
$10.8K - $11.9K
|
5.54K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
53+ 1.62% |
$10.6K - $11.7K
|
3.32K
$984K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
53+ 0.04% |
$10.6K - $11.7K
|
151K
$44.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
53+ 0.77% |
$10.6K - $11.7K
|
6.96K
$2.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
50+ 0.8% |
$10K - $11K
|
6.29K
$1.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 2.75% |
$10K - $11K
|
1.87K
$553K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
50+ 0.73% |
$10K - $11K
|
6.89K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.56% |
$10K - $11K
|
8.99K
$2.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
50+ 0.05% |
$10K - $11K
|
99.7K
$29.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
49+ 0.11% |
$9.84K - $10.8K
|
44.5K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
49+ 0.57% |
$9.84K - $10.8K
|
8.72K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
47+ 0.41% |
$9.44K - $10.4K
|
11.4K
$3.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.14% |
$9.23K - $10.1K
|
32.3K
$9.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
46New |
$9.23K - $10.1K
|
46
$13.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
45+ 0.91% |
$9.03K - $9.91K
|
4.97K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
41+ 2.85% |
$8.23K - $9.03K
|
1.48K
$439K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 0.36% |
$8.23K - $9.03K
|
11.3K
$3.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
40+ 0.62% |
$8.03K - $8.81K
|
6.52K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
40+ 2.36% |
$8.03K - $8.81K
|
1.74K
$515K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
39+ 0.67% |
$7.83K - $8.59K
|
5.83K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
39+ 0.67% |
$7.83K - $8.59K
|
5.83K
$1.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
39+ 3.0% |
$7.83K - $8.59K
|
1.34K
$397K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
38+ 67.86% |
$7.63K - $8.37K
|
94
$27.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
37+ 2.36% |
$7.43K - $8.15K
|
1.6K
$475K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
37+ 4.2% |
$7.43K - $8.15K
|
919
$272K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
36+ 0.86% |
$7.23K - $7.93K
|
4.23K
$1.25M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
36+ 0.76% |
$7.23K - $7.93K
|
4.75K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
36+ 0.18% |
$7.23K - $7.93K
|
19.5K
$5.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
36+ 2.67% |
$7.23K - $7.93K
|
1.38K
$410K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
35+ 0.81% |
$7.03K - $7.71K
|
4.36K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
35+ 0.63% |
$7.03K - $7.71K
|
5.58K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
35+ 0.77% |
$7.03K - $7.71K
|
4.59K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
34+ 0.87% |
$6.83K - $7.49K
|
3.92K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
34+ 1.02% |
$6.83K - $7.49K
|
3.38K
$1M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
34+ 0.35% |
$6.83K - $7.49K
|
9.82K
$2.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
32+ 1.67% |
$6.42K - $7.05K
|
1.95K
$577K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
32+ 2.51% |
$6.42K - $7.05K
|
1.31K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
31+ 0.36% |
$6.22K - $6.83K
|
8.64K
$2.56M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
31+ 0.17% |
$6.22K - $6.83K
|
18.5K
$5.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
31+ 1.1% |
$6.22K - $6.83K
|
2.86K
$848K
|