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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.34K- 18.71% |
$470K - $516K
|
10.2K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.36K- 20.26% |
$473K - $519K
|
9.28K
$2.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.38K- 3.28% |
$479K - $525K
|
70.3K
$20.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.39K- 1.21% |
$479K - $526K
|
195K
$57.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-2.44K- 26.17% |
$489K - $537K
|
6.87K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.46K- 11.13% |
$493K - $541K
|
19.6K
$5.81M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.46K- 49.39% |
$493K - $541K
|
2.52K
$747K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.49K- 41.55% |
$500K - $549K
|
3.51K
$1.04M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.49K- 34.86% |
$500K - $549K
|
4.66K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.54K- 6.53% |
$510K - $559K
|
36.3K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.64K- 5.6% |
$530K - $582K
|
44.5K
$13.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.64K- 8.8% |
$531K - $582K
|
27.4K
$8.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.65K- 7.55% |
$532K - $584K
|
32.5K
$9.62M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.66K- 1.55% |
$533K - $585K
|
169K
$50.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.66K- 10.95% |
$534K - $586K
|
21.6K
$6.41M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.72K- 67.43% |
$545K - $598K
|
1.31K
$389K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.72K- 10.98% |
$547K - $600K
|
22.1K
$6.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.75K- 1.04% |
$551K - $605K
|
262K
$77.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 7.67% |
$553K - $607K
|
33.2K
$9.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.79K- 25.08% |
$559K - $613K
|
8.32K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-2.79K- 45.25% |
$561K - $615K
|
3.38K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-2.81K- 15.52% |
$563K - $618K
|
15.3K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.84K- 0.83% |
$570K - $626K
|
339K
$100M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.85K- 26.91% |
$572K - $628K
|
7.74K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.89K- 1.39% |
$581K - $637K
|
205K
$60.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.91K- 0.84% |
$585K - $641K
|
342K
$101M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-2.93K- 2.39% |
$588K - $646K
|
120K
$35.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.93K- 0.19% |
$589K - $646K
|
1.53M
$454M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.96K- 6.98% |
$595K - $652K
|
39.5K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3K- 1.51% |
$601K - $660K
|
195K
$57.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.01K- 52.08% |
$604K - $663K
|
2.77K
$821K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.05K- 6.01% |
$613K - $673K
|
47.8K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.06K- 43.94% |
$614K - $674K
|
3.9K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.07K- 18.34% |
$616K - $676K
|
13.7K
$4.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-3.1K- 12.2% |
$622K - $683K
|
22.3K
$6.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.11K- 1.18% |
$624K - $685K
|
260K
$77.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-3.14K- 1.39% |
$630K - $691K
|
222K
$65.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.15K- 6.18% |
$632K - $693K
|
47.8K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.17K- 7.65% |
$635K - $697K
|
38.2K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.24K- 45.86% |
$650K - $713K
|
3.82K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-3.28K- 7.87% |
$657K - $721K
|
38.4K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.33K- 2.42% |
$668K - $733K
|
134K
$39.9M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.33K- 2.42% |
$668K - $733K
|
134K
$39.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.33K- 2.5% |
$668K - $734K
|
130K
$38.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.35K- 37.36% |
$672K - $737K
|
5.61K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.4K- 3.28% |
$683K - $749K
|
100K
$29.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.41K- 0.74% |
$684K - $750K
|
459K
$136M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.42K- 3.2% |
$687K - $754K
|
103K
$30.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 11.76% |
$687K - $754K
|
25.7K
$7.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.46K- 4.53% |
$695K - $763K
|
73.1K
$21.7M
|