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 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 11.54% |
$3.01K - $3.3K
|
145
$43K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.4% |
$3.01K - $3.3K
|
639
$189K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 0.94% |
$2.81K - $3.08K
|
1.5K
$444K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
14+ 0.39% |
$2.81K - $3.08K
|
3.61K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14+ 0.34% |
$2.81K - $3.08K
|
4.14K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
14+ 0.59% |
$2.81K - $3.08K
|
2.41K
$714K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.39% |
$2.61K - $2.86K
|
3.34K
$991K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
13+ 0.4% |
$2.61K - $2.86K
|
3.24K
$959K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
13+ 0.3% |
$2.61K - $2.86K
|
4.32K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.73% |
$2.61K - $2.86K
|
1.8K
$534K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12+ 0.44% |
$2.41K - $2.64K
|
2.74K
$813K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.92% |
$2.41K - $2.64K
|
1.32K
$392K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.38% |
$2.41K - $2.64K
|
3.21K
$952K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12+ 1.19% |
$2.41K - $2.64K
|
1.02K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
12+ 0.08% |
$2.41K - $2.64K
|
14.3K
$4.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11+ 0.07% |
$2.21K - $2.42K
|
16.5K
$4.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$2.21K - $2.42K
|
10.1K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
11+ 0.34% |
$2.21K - $2.42K
|
3.21K
$952K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.42K
|
7.91K
$2.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.2K
|
3.2K
$949K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.38% |
$2.01K - $2.2K
|
2.68K
$793K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$2.01K - $2.2K
|
10
$2.97K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
10+ 0.23% |
$2.01K - $2.2K
|
4.37K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 0.13% |
$2.01K - $2.2K
|
7.68K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10+ 0.34% |
$2.01K - $2.2K
|
2.94K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
10+ 0.51% |
$2.01K - $2.2K
|
1.96K
$582K
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
10+ 0.27% |
$2.01K - $2.2K
|
3.73K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
9+ 0.18% |
$1.81K - $1.98K
|
4.97K
$1.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.22% |
$1.81K - $1.98K
|
4.17K
$1.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.1% |
$1.61K - $1.76K
|
7.74K
$2.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
8+ 0.37% |
$1.61K - $1.76K
|
2.18K
$648K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.05% |
$1.61K - $1.76K
|
17.6K
$5.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.11% |
$1.41K - $1.54K
|
6.62K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.31% |
$1.41K - $1.54K
|
2.24K
$665K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.62% |
$1.41K - $1.54K
|
1.14K
$337K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.15% |
$1.41K - $1.54K
|
4.6K
$1.36M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 5.26% |
$1.41K - $1.54K
|
140
$41.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$1.2K - $1.32K
|
2.55K
$755K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.35% |
$1.2K - $1.32K
|
1.71K
$508K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.06% |
$1.2K - $1.32K
|
10.1K
$2.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.36% |
$1.2K - $1.32K
|
1.68K
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
6+ 0.34% |
$1.2K - $1.32K
|
1.78K
$529K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.36% |
$1.2K - $1.32K
|
1.69K
$500K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 5.15% |
$1K - $1.1K
|
102
$30.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.27% |
$1K - $1.1K
|
1.83K
$542K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.46% |
$1K - $1.1K
|
1.09K
$324K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.31% |
$1K - $1.1K
|
1.6K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5New |
$1K - $1.1K
|
5
$1.48K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5+ 0.36% |
$1K - $1.1K
|
1.41K
$418K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.11% |
$1K - $1.1K
|
4.73K
$1.4M
|