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
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-939- 52.2% |
$189K - $207K
|
860
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-994- 4.31% |
$200K - $219K
|
22.1K
$6.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-999- 8.16% |
$201K - $220K
|
11.2K
$3.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.01K- 12.04% |
$202K - $222K
|
7.37K
$2.01M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.03K- 10.58% |
$207K - $227K
|
8.7K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.04K- 28.08% |
$208K - $229K
|
2.66K
$727K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 8.58% |
$208K - $229K
|
11.1K
$3.02M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 8.58% |
$208K - $229K
|
11.1K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.04K- 4.03% |
$209K - $229K
|
24.8K
$6.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.05K- 37.71% |
$211K - $232K
|
1.74K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 8.64% |
$212K - $233K
|
11.2K
$3.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.07K- 2.64% |
$214K - $235K
|
39.3K
$10.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-1.07K- 13.08% |
$214K - $235K
|
7.1K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 7.1% |
$215K - $236K
|
14K
$3.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.07K- 1.37% |
$215K - $236K
|
77.3K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.08K- 34.77% |
$216K - $237K
|
2.02K
$553K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.08K- 23.51% |
$217K - $238K
|
3.51K
$960K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 9.13% |
$220K - $242K
|
10.9K
$2.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.1K- 4.15% |
$221K - $243K
|
25.5K
$6.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.11K- 8.54% |
$222K - $244K
|
11.9K
$3.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.11K- 52.37% |
$224K - $245K
|
1.01K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.13K- 5.99% |
$226K - $248K
|
17.7K
$4.83M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.14K- 19.52% |
$228K - $251K
|
4.69K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 1.54% |
$229K - $252K
|
72.9K
$19.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.14K- 3.29% |
$229K - $252K
|
33.6K
$9.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 8.67% |
$231K - $253K
|
12.1K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.15K- 5.56% |
$231K - $254K
|
19.6K
$5.36M
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.16K- 0.52% |
$232K - $254K
|
222K
$60.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.19K- 19.5% |
$239K - $262K
|
4.92K
$1.34M
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.2K- 4.11% |
$241K - $264K
|
28K
$7.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.21K- 3.78% |
$242K - $266K
|
30.7K
$8.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 5.01% |
$243K - $266K
|
22.9K
$6.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.24K- 0.77% |
$248K - $272K
|
159K
$43.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.24K- 2.34% |
$249K - $273K
|
51.6K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.25K- 6.29% |
$250K - $274K
|
18.6K
$5.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.25K- 2.24% |
$250K - $275K
|
54.3K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.26K- 2.73% |
$252K - $276K
|
44.8K
$12.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.27K- 11.36% |
$254K - $279K
|
9.89K
$2.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.27K- 5.16% |
$255K - $280K
|
23.3K
$6.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.28K- 8.48% |
$258K - $283K
|
13.8K
$3.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.29K- 8.3% |
$259K - $284K
|
14.3K
$3.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.32% |
$261K - $286K
|
28.7K
$7.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.31K- 1.4% |
$262K - $287K
|
91.8K
$25.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.31K- 2.06% |
$263K - $288K
|
62.3K
$17M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.31K- 2.42% |
$263K - $289K
|
52.8K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.31K- 7.31% |
$264K - $289K
|
16.6K
$4.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.34K- 3.67% |
$269K - $295K
|
35.2K
$9.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 9.78% |
$271K - $297K
|
12.4K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.36K- 1.48% |
$273K - $299K
|
90.7K
$24.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.37K- 40.76% |
$274K - $301K
|
1.98K
$542K
|