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 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.38K- 30.91% |
$276K - $303K
|
3.08K
$841K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 1.8% |
$280K - $307K
|
76.2K
$20.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 6.57% |
$284K - $312K
|
20.1K
$5.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.43K- 4.05% |
$287K - $315K
|
33.9K
$9.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.44K- 43.88% |
$288K - $316K
|
1.84K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 2.81% |
$288K - $316K
|
49.5K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.45K- 63.35% |
$290K - $319K
|
837
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.46K- 4.62% |
$293K - $322K
|
30.1K
$8.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.46K- 7.1% |
$293K - $322K
|
19.1K
$5.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.46K- 7.45% |
$294K - $322K
|
18.2K
$4.97M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 26.68% |
$295K - $324K
|
4.04K
$1.1M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-1.47K- 0.65% |
$295K - $324K
|
225K
$61.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.47K- 18.93% |
$296K - $325K
|
6.31K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.48K- 23.49% |
$297K - $326K
|
4.82K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.49K- 4.57% |
$299K - $328K
|
31.1K
$8.51M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.5K- 89.07% |
$301K - $330K
|
184
$50.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.5K- 15.0% |
$301K - $330K
|
8.5K
$2.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.03% |
$309K - $339K
|
148K
$40.6M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.57K- 22.19% |
$316K - $347K
|
5.52K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.58K- 8.74% |
$317K - $348K
|
16.5K
$4.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.59K- 16.63% |
$320K - $351K
|
7.98K
$2.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 26.35% |
$325K - $356K
|
4.52K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.63K- 5.56% |
$327K - $359K
|
27.7K
$7.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.65K- 11.57% |
$331K - $364K
|
12.6K
$3.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.66K- 5.43% |
$333K - $366K
|
28.9K
$7.9M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.67K- 48.86% |
$336K - $369K
|
1.75K
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.7K- 2.29% |
$340K - $374K
|
72.3K
$19.8M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.7K- 30.44% |
$340K - $374K
|
3.88K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.73K- 39.33% |
$346K - $380K
|
2.66K
$728K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.73K- 28.55% |
$348K - $382K
|
4.33K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.74K- 41.76% |
$348K - $382K
|
2.42K
$662K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.74K- 0.37% |
$349K - $383K
|
471K
$129M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.75K- 53.71% |
$351K - $385K
|
1.51K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 14.38% |
$351K - $385K
|
10.4K
$2.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.77K- 1.65% |
$356K - $390K
|
105K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.78K- 11.15% |
$357K - $391K
|
14.2K
$3.87M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.79K- 3.52% |
$359K - $394K
|
48.9K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.81K- 0.4% |
$364K - $399K
|
454K
$124M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.87K- 3.21% |
$376K - $412K
|
56.4K
$15.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.88K- 3.54% |
$378K - $414K
|
51.3K
$14M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.89K- 1.4% |
$379K - $416K
|
133K
$36.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.89K- 15.11% |
$379K - $416K
|
10.6K
$2.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.9K- 3.37% |
$381K - $418K
|
54.5K
$14.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.91K- 2.98% |
$384K - $421K
|
62.2K
$17M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.93K- 2.17% |
$387K - $424K
|
86.8K
$23.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.93K- 2.7% |
$388K - $426K
|
69.6K
$19M
|
|
|
Aug 08, 2023
Q2 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.94K- 58.48% |
$388K - $426K
|
1.37K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
SELL
|
- |
-1.96K- 1.31% |
$392K - $431K
|
147K
$40.3M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.96K- 51.33% |
$394K - $432K
|
1.86K
$509K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.97K- 1.06% |
$395K - $434K
|
184K
$50.4M
|