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 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-189- 4.03% |
$37.9K - $41.6K
|
4.5K
$1.33M
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-190- 1.86% |
$38.1K - $41.9K
|
10K
$2.97M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-190- 1.29% |
$38.1K - $41.9K
|
14.5K
$4.3M
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-191- 3.25% |
$38.3K - $42.1K
|
5.68K
$1.69M
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-192- 1.56% |
$38.5K - $42.3K
|
12.1K
$3.59M
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-194- 2.38% |
$38.9K - $42.7K
|
7.95K
$2.36M
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-194- 2.1% |
$38.9K - $42.7K
|
9.06K
$2.69M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-195- 7.16% |
$39.1K - $43K
|
2.53K
$749K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-195- 6.08% |
$39.1K - $43K
|
3.01K
$892K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-195- 1.95% |
$39.1K - $43K
|
9.81K
$2.91M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-196- 3.57% |
$39.3K - $43.2K
|
5.3K
$1.57M
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-196- 1.59% |
$39.3K - $43.2K
|
12.1K
$3.59M
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-196- 1.72% |
$39.3K - $43.2K
|
11.2K
$3.31M
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-199- 8.4% |
$39.9K - $43.8K
|
2.17K
$643K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-200- 10.44% |
$40.2K - $44.1K
|
1.72K
$509K
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-203- 0.94% |
$40.8K - $44.7K
|
21.4K
$6.34M
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-204- 14.07% |
$41K - $44.9K
|
1.25K
$369K
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-205- 5.64% |
$41.2K - $45.2K
|
3.43K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-205- 0.43% |
$41.2K - $45.2K
|
46.9K
$13.9M
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-206- 8.24% |
$41.4K - $45.4K
|
2.3K
$680K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-206- 1.17% |
$41.4K - $45.4K
|
17.4K
$5.17M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-207- 0.22% |
$41.6K - $45.6K
|
94.4K
$28M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-208- 2.95% |
$41.8K - $45.8K
|
6.84K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-208- 3.82% |
$41.8K - $45.8K
|
5.24K
$1.55M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-211- 2.19% |
$42.4K - $46.5K
|
9.42K
$2.79M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-214- 0.35% |
$43K - $47.1K
|
61.5K
$18.2M
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-216- 3.95% |
$43.4K - $47.6K
|
5.26K
$1.56M
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-217- 2.38% |
$43.6K - $47.8K
|
8.89K
$2.64M
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-217- 2.08% |
$43.6K - $47.8K
|
10.2K
$3.03M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-217- 38.68% |
$43.6K - $47.8K
|
344
$102K
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-217- 2.73% |
$43.6K - $47.8K
|
7.73K
$2.29M
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-217- 2.72% |
$43.6K - $47.8K
|
7.76K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-217- 5.52% |
$43.6K - $47.8K
|
3.72K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-218- 1.09% |
$43.8K - $48K
|
19.8K
$5.88M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-219- 1.59% |
$44K - $48.2K
|
13.5K
$4.01M
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-220- 8.62% |
$44.2K - $48.5K
|
2.33K
$691K
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-223- 4.6% |
$44.8K - $49.1K
|
4.63K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-223- 0.78% |
$44.8K - $49.1K
|
28.4K
$8.43M
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-225- 11.46% |
$45.2K - $49.6K
|
1.74K
$515K
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-226- 13.31% |
$45.4K - $49.8K
|
1.47K
$436K
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-226- 1.4% |
$45.4K - $49.8K
|
15.9K
$4.72M
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-229- 4.97% |
$46K - $50.4K
|
4.38K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-229- 1.29% |
$46K - $50.4K
|
17.5K
$5.19M
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-230- 1.67% |
$46.2K - $50.7K
|
13.5K
$4.01M
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-230- 6.61% |
$46.2K - $50.7K
|
3.25K
$964K
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-231- 2.78% |
$46.4K - $50.9K
|
8.09K
$2.4M
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-233- 18.88% |
$46.8K - $51.3K
|
1K
$297K
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-234- 0.69% |
$47K - $51.5K
|
33.7K
$10M
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
SELL
|
- |
-236- 3.34% |
$47.4K - $52K
|
6.84K
$2.03M
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-239- 32.04% |
$48K - $52.6K
|
507
$150K
|