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 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-100- 2.85% |
$20.1K - $22K
|
3.41K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-100- 9.01% |
$20.1K - $22K
|
1.01K
$299K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 21.05% |
$20.1K - $22K
|
375
$111K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-100- 4.22% |
$20.1K - $22K
|
2.27K
$673K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-100- 2.22% |
$20.1K - $22K
|
4.4K
$1.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 1.11% |
$20.1K - $22K
|
8.91K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 1.06% |
$20.1K - $22K
|
9.37K
$2.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-101- 4.26% |
$20.3K - $22.2K
|
2.27K
$672K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-102- 0.91% |
$20.5K - $22.5K
|
11.1K
$3.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-102- 0.72% |
$20.5K - $22.5K
|
14.2K
$4.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 27.32% |
$20.7K - $22.7K
|
274
$81.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-103- 0.13% |
$20.7K - $22.7K
|
79.8K
$23.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-104- 0.52% |
$20.9K - $22.9K
|
19.9K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-104- 9.82% |
$20.9K - $22.9K
|
955
$283K
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-105- 5.97% |
$21.1K - $23.1K
|
1.65K
$490K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-109- 5.68% |
$21.9K - $24K
|
1.81K
$536K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-109- 88.62% |
$21.9K - $24K
|
14
$4.15K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-111- 4.61% |
$22.3K - $24.5K
|
2.3K
$680K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-112- 0.44% |
$22.5K - $24.7K
|
25.1K
$7.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-114- 6.41% |
$22.9K - $25.1K
|
1.67K
$494K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-115- 0.82% |
$23.1K - $25.3K
|
14K
$4.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-119- 1.07% |
$23.9K - $26.2K
|
11K
$3.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-122- 2.87% |
$24.5K - $26.9K
|
4.12K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-122- 8.68% |
$24.5K - $26.9K
|
1.28K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-123- 1.55% |
$24.7K - $27.1K
|
7.82K
$2.32M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-125- 0.68% |
$25.1K - $27.5K
|
18.2K
$5.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-129- 0.9% |
$25.9K - $28.4K
|
14.2K
$4.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-132- 6.52% |
$26.5K - $29.1K
|
1.89K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-133- 2.0% |
$26.7K - $29.3K
|
6.51K
$1.93M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-133- 6.94% |
$26.7K - $29.3K
|
1.78K
$529K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-134- 3.06% |
$26.9K - $29.5K
|
4.25K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-134- 1.26% |
$26.9K - $29.5K
|
10.5K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-134- 0.61% |
$26.9K - $29.5K
|
21.9K
$6.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-135- 1.15% |
$27.1K - $29.7K
|
11.6K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-137- 0.4% |
$27.5K - $30.2K
|
34K
$10.1M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-138- 1.22% |
$27.7K - $30.4K
|
11.1K
$3.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-139- 9.89% |
$27.9K - $30.6K
|
1.27K
$376K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-139- 1.79% |
$27.9K - $30.6K
|
7.62K
$2.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-140- 8.51% |
$28.1K - $30.8K
|
1.51K
$447K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-140- 7.95% |
$28.1K - $30.8K
|
1.62K
$480K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-140- 0.89% |
$28.1K - $30.8K
|
15.6K
$4.61M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-141- 1.55% |
$28.3K - $31.1K
|
8.96K
$2.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-142- 0.3% |
$28.5K - $31.3K
|
46.8K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-144- 0.93% |
$28.9K - $31.7K
|
15.4K
$4.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-147- 0.82% |
$29.5K - $32.4K
|
17.7K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-147- 1.92% |
$29.5K - $32.4K
|
7.51K
$2.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-148- 0.51% |
$29.7K - $32.6K
|
29K
$8.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-149- 4.27% |
$29.9K - $32.8K
|
3.34K
$990K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-149- 3.63% |
$29.9K - $32.8K
|
3.95K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-149- 2.93% |
$29.9K - $32.8K
|
4.95K
$1.47M
|