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 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.87K- 14.93% |
$977K - $1.07M
|
27.7K
$7.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-4.89K- 15.08% |
$982K - $1.08M
|
27.5K
$7.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.91K- 43.3% |
$985K - $1.08M
|
6.43K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-5.01K- 3.17% |
$1.01M - $1.1M
|
153K
$41.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.06K- 11.67% |
$1.02M - $1.11M
|
38.3K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.08K- 18.29% |
$1.02M - $1.12M
|
22.7K
$6.2M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.1K- 8.5% |
$1.02M - $1.12M
|
54.8K
$15M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-5.1K- 17.65% |
$1.02M - $1.12M
|
23.8K
$6.51M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-5.29K- 84.41% |
$1.06M - $1.17M
|
978
$267K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-5.31K- 5.13% |
$1.07M - $1.17M
|
98.3K
$26.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5.36K- 64.38% |
$1.08M - $1.18M
|
2.97K
$811K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-5.45K- 12.59% |
$1.09M - $1.2M
|
37.8K
$10.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.53K- 42.2% |
$1.11M - $1.22M
|
7.57K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.58K- 8.05% |
$1.12M - $1.23M
|
63.8K
$17.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-5.59K- 39.02% |
$1.12M - $1.23M
|
8.74K
$2.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.62K- 3.24% |
$1.13M - $1.24M
|
168K
$45.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-5.65K- 5.29% |
$1.13M - $1.25M
|
101K
$27.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.67K- 5.95% |
$1.14M - $1.25M
|
89.7K
$24.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.68K- 37.97% |
$1.14M - $1.25M
|
9.28K
$2.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-5.82K- 58.44% |
$1.17M - $1.28M
|
4.14K
$1.13M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 76.2% |
$1.18M - $1.3M
|
1.84K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9K- 37.42% |
$1.19M - $1.3M
|
9.88K
$2.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.97K- 72.43% |
$1.2M - $1.32M
|
2.27K
$622K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.98K- 3.36% |
$1.2M - $1.32M
|
172K
$47.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-6K- 27.15% |
$1.2M - $1.32M
|
16.1K
$4.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-6.17K- 2.33% |
$1.24M - $1.36M
|
259K
$70.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.26K- 4.86% |
$1.26M - $1.38M
|
122K
$33.5M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.63K- 13.02% |
$1.33M - $1.46M
|
44.3K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.64K- 1.68% |
$1.33M - $1.46M
|
389K
$106M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.67K- 18.79% |
$1.34M - $1.47M
|
28.8K
$7.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.73K- 37.38% |
$1.35M - $1.48M
|
11.3K
$3.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-6.77K- 3.39% |
$1.36M - $1.49M
|
193K
$52.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.78K- 18.71% |
$1.36M - $1.49M
|
29.5K
$8.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.87K- 16.6% |
$1.38M - $1.51M
|
34.5K
$9.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.95K- 1.48% |
$1.39M - $1.53M
|
462K
$126M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-6.96K- 12.8% |
$1.4M - $1.53M
|
47.4K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7.15K- 78.74% |
$1.44M - $1.58M
|
1.93K
$528K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.15K- 12.19% |
$1.44M - $1.58M
|
51.5K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.22K- 2.37% |
$1.45M - $1.59M
|
298K
$81.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-7.27K- 14.19% |
$1.46M - $1.6M
|
44K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.45K- 17.11% |
$1.5M - $1.64M
|
36.1K
$9.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.45K- 19.26% |
$1.5M - $1.64M
|
31.3K
$8.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.5K- 1.08% |
$1.51M - $1.65M
|
686K
$188M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.51K- 4.44% |
$1.51M - $1.65M
|
162K
$44.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.55K- 0.82% |
$1.52M - $1.66M
|
913K
$250M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7.68K- 57.5% |
$1.54M - $1.69M
|
5.67K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.78K- 3.15% |
$1.56M - $1.71M
|
239K
$65.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.05K- 32.9% |
$1.62M - $1.77M
|
16.4K
$4.49M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.05K- 32.9% |
$1.62M - $1.77M
|
16.4K
$4.49M
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-8.06K- 8.08% |
$1.62M - $1.78M
|
91.7K
$25.1M
|