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 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.62K- 3.24% |
$1.13M - $1.24M
|
168K
$49.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-5.65K- 5.29% |
$1.13M - $1.25M
|
101K
$29.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.67K- 5.95% |
$1.14M - $1.25M
|
89.7K
$26.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.68K- 37.97% |
$1.14M - $1.25M
|
9.28K
$2.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-5.82K- 58.44% |
$1.17M - $1.28M
|
4.14K
$1.21M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 76.2% |
$1.18M - $1.3M
|
1.84K
$538K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9K- 37.42% |
$1.19M - $1.3M
|
9.88K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.97K- 72.43% |
$1.2M - $1.32M
|
2.27K
$666K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.98K- 3.36% |
$1.2M - $1.32M
|
172K
$50.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-6K- 27.15% |
$1.2M - $1.32M
|
16.1K
$4.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-6.17K- 2.33% |
$1.24M - $1.36M
|
259K
$76M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.26K- 4.86% |
$1.26M - $1.38M
|
122K
$35.8M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.63K- 13.02% |
$1.33M - $1.46M
|
44.3K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.64K- 1.68% |
$1.33M - $1.46M
|
389K
$114M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.67K- 18.79% |
$1.34M - $1.47M
|
28.8K
$8.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.73K- 37.38% |
$1.35M - $1.48M
|
11.3K
$3.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-6.77K- 3.39% |
$1.36M - $1.49M
|
193K
$56.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.78K- 18.71% |
$1.36M - $1.49M
|
29.5K
$8.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.87K- 16.6% |
$1.38M - $1.51M
|
34.5K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.95K- 1.48% |
$1.39M - $1.53M
|
462K
$135M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-6.96K- 12.8% |
$1.4M - $1.53M
|
47.4K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-7.15K- 78.74% |
$1.44M - $1.58M
|
1.93K
$566K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.15K- 12.19% |
$1.44M - $1.58M
|
51.5K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.22K- 2.37% |
$1.45M - $1.59M
|
298K
$87.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-7.27K- 14.19% |
$1.46M - $1.6M
|
44K
$12.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.45K- 17.11% |
$1.5M - $1.64M
|
36.1K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.45K- 19.26% |
$1.5M - $1.64M
|
31.3K
$9.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.5K- 1.08% |
$1.51M - $1.65M
|
686K
$201M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.51K- 4.44% |
$1.51M - $1.65M
|
162K
$47.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.55K- 0.82% |
$1.52M - $1.66M
|
913K
$267M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7.68K- 57.5% |
$1.54M - $1.69M
|
5.67K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.78K- 3.15% |
$1.56M - $1.71M
|
239K
$70M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.05K- 32.9% |
$1.62M - $1.77M
|
16.4K
$4.81M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.05K- 32.9% |
$1.62M - $1.77M
|
16.4K
$4.81M
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-8.06K- 8.08% |
$1.62M - $1.78M
|
91.7K
$26.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.11K- 21.08% |
$1.63M - $1.79M
|
30.4K
$8.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.25K- 4.14% |
$1.66M - $1.82M
|
191K
$56M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.39K- 24.29% |
$1.68M - $1.85M
|
26.1K
$7.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.51K- 10.0% |
$1.71M - $1.87M
|
76.6K
$22.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.66K- 2.24% |
$1.74M - $1.91M
|
378K
$111M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.75K- 1.84% |
$1.76M - $1.93M
|
465K
$136M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-8.81K- 12.68% |
$1.77M - $1.94M
|
60.7K
$17.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.84K- 1.76% |
$1.77M - $1.95M
|
493K
$145M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.9K- 0.14% |
$1.79M - $1.96M
|
6.18M
$1.81B
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-8.96K- 1.93% |
$1.8M - $1.97M
|
454K
$133M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-9.06K- 15.6% |
$1.82M - $2M
|
49K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.46K- 42.59% |
$1.9M - $2.08M
|
12.8K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.59K- 4.7% |
$1.93M - $2.11M
|
194K
$57M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.67K- 1.13% |
$1.94M - $2.13M
|
849K
$249M
|
|
|
Aug 01, 2023
Q2 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-9.95K- 2.5% |
$2M - $2.19M
|
388K
$114M
|