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 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
24.4KNew |
$4.9M - $5.37M
|
24.4K
$7.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
24.1K+ 14.33% |
$4.84M - $5.31M
|
192K
$58M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
24.1K+ 14.33% |
$4.84M - $5.31M
|
192K
$58M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 15.87% |
$4.8M - $5.26M
|
174K
$52.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23.4K+ 244.86% |
$4.7M - $5.16M
|
33K
$9.94M
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
23.3K+ 3.87% |
$4.69M - $5.14M
|
626K
$189M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
23K+ 57.01% |
$4.61M - $5.06M
|
63.2K
$19M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
22.9K+ 1.66% |
$4.59M - $5.04M
|
1.4M
$422M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5K+ 23.78% |
$4.52M - $4.96M
|
117K
$35.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
22.1K+ 6.22% |
$4.43M - $4.86M
|
377K
$114M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
21.5K+ 11.64% |
$4.32M - $4.74M
|
206K
$62.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.5K+ 94.08% |
$4.31M - $4.73M
|
44.3K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
20.8K+ 10.38% |
$4.17M - $4.58M
|
221K
$66.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.7K+ 38.06% |
$4.16M - $4.57M
|
75.2K
$22.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.6KNew |
$4.14M - $4.54M
|
20.6K
$6.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.6K+ 5.06% |
$4.13M - $4.53M
|
427K
$129M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 1.43% |
$4.02M - $4.41M
|
1.42M
$426M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19.8K+ 2.4% |
$3.97M - $4.35M
|
844K
$254M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.3K+ 10.74% |
$3.87M - $4.25M
|
199K
$59.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
19.2K+ 1.33% |
$3.85M - $4.22M
|
1.46M
$438M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
19.1K+ 2.63% |
$3.84M - $4.21M
|
745K
$224M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.8KNew |
$3.77M - $4.14M
|
18.8K
$5.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.6KNew |
$3.74M - $4.11M
|
18.6K
$5.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18.4K+ 100.2% |
$3.7M - $4.06M
|
36.8K
$11.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.3KNew |
$3.67M - $4.03M
|
18.3K
$5.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18K+ 8.92% |
$3.62M - $3.97M
|
220K
$66.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.8K+ 1.03% |
$3.58M - $3.93M
|
1.75M
$526M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17.4K+ 2529.07% |
$3.49M - $3.83M
|
18.1K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
17.4K+ 96.04% |
$3.49M - $3.83M
|
35.5K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
17.2K+ 6.67% |
$3.46M - $3.8M
|
276K
$83.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
17.2K+ 12.83% |
$3.46M - $3.8M
|
152K
$45.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.1K+ 31.12% |
$3.43M - $3.76M
|
71.9K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
16.9K+ 71.08% |
$3.38M - $3.71M
|
40.6K
$12.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.7K+ 6.04% |
$3.36M - $3.69M
|
294K
$88.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
16.6K+ 74.78% |
$3.33M - $3.65M
|
38.7K
$11.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.3K+ 12.82% |
$3.28M - $3.59M
|
144K
$43.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.9K+ 34.12% |
$3.18M - $3.49M
|
62.3K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 16.04% |
$3.14M - $3.44M
|
113K
$34M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15.5K+ 812.52% |
$3.11M - $3.42M
|
17.4K
$5.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 12.98% |
$3.07M - $3.37M
|
133K
$40.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 0.65% |
$3.06M - $3.36M
|
2.35M
$709M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15K+ 18.66% |
$3M - $3.3M
|
95.1K
$28.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
14.8K+ 98.7% |
$2.97M - $3.26M
|
29.8K
$8.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 0.41% |
$2.96M - $3.25M
|
3.64M
$1.1B
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.7K+ 2.25% |
$2.94M - $3.23M
|
666K
$201M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.6K+ 12.58% |
$2.92M - $3.21M
|
130K
$39.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
14.5K+ 1.16% |
$2.91M - $3.19M
|
1.26M
$380M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14.2K+ 4.36% |
$2.86M - $3.14M
|
341K
$103M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
14.1K+ 4.17% |
$2.84M - $3.11M
|
353K
$106M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.1K+ 99.03% |
$2.84M - $3.11M
|
28.4K
$8.56M
|