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 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14K+ 12.3% |
$2.81M - $3.08M
|
128K
$37.8M
|
|
Sep 20, 2024
Q2 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$2.8M - $3.07M
|
13.9K
$4.14M
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
13.9KNew |
$2.8M - $3.07M
|
13.9K
$4.13M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.9K+ 10.93% |
$2.79M - $3.06M
|
141K
$41.9M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.2K+ 5.27% |
$2.65M - $2.9M
|
263K
$78.1M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
13.1K+ 3.73% |
$2.62M - $2.88M
|
363K
$108M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13K+ 50.0% |
$2.62M - $2.87M
|
39.1K
$11.6M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13KNew |
$2.61M - $2.87M
|
13K
$3.86M
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
12.7K+ 221.64% |
$2.56M - $2.8M
|
18.5K
$5.48M
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12.7K+ 517.61% |
$2.56M - $2.8M
|
15.2K
$4.5M
|
|
Aug 03, 2023
Q2 2023
|
Mad River Investors
|
BUY
|
- |
12.5KNew |
$2.51M - $2.75M
|
12.5K
$3.7M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 5.66% |
$2.5M - $2.74M
|
232K
$68.8M
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.3K+ 886.71% |
$2.46M - $2.7M
|
13.7K
$4.05M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
12.2K+ 89.25% |
$2.45M - $2.69M
|
25.9K
$7.69M
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.2K+ 12.67% |
$2.45M - $2.69M
|
109K
$32.2M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.2K+ 2.94% |
$2.45M - $2.69M
|
427K
$127M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12KNew |
$2.41M - $2.64M
|
12K
$3.56M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11.8K+ 158.29% |
$2.37M - $2.6M
|
19.3K
$5.72M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
11.8K+ 316.27% |
$2.37M - $2.6M
|
15.5K
$4.6M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11.7KNew |
$2.35M - $2.58M
|
11.7K
$3.47M
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
11.4K+ 5.13% |
$2.29M - $2.51M
|
234K
$69.2M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 3.53% |
$2.27M - $2.49M
|
332K
$98.5M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.3K+ 45112.0% |
$2.26M - $2.48M
|
11.3K
$3.35M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.2K+ 4.75% |
$2.26M - $2.48M
|
248K
$73.5M
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.2K+ 6.44% |
$2.25M - $2.47M
|
185K
$54.9M
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11.1K+ 8.68% |
$2.23M - $2.44M
|
139K
$41.2M
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
11K+ 13.19% |
$2.21M - $2.42M
|
94.5K
$28M
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10.9KNew |
$2.19M - $2.4M
|
10.9K
$3.23M
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
10.7K+ 23.53% |
$2.14M - $2.35M
|
55.9K
$16.6M
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
10.6K+ 26.28% |
$2.13M - $2.34M
|
51K
$15.1M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 10.61% |
$2.13M - $2.33M
|
110K
$32.7M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
10.6K+ 51.6% |
$2.13M - $2.33M
|
31.1K
$9.23M
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
10.5KNew |
$2.1M - $2.31M
|
10.5K
$3.11M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.5KNew |
$2.1M - $2.31M
|
10.5K
$3.11M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 2.33% |
$2.1M - $2.3M
|
459K
$136M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 20.47% |
$2.09M - $2.29M
|
61.3K
$18.2M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
10.4K+ 3.97% |
$2.09M - $2.29M
|
273K
$80.9M
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.4K+ 14.76% |
$2.08M - $2.28M
|
80.6K
$23.9M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3K+ 8.25% |
$2.07M - $2.27M
|
136K
$40.2M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.3K+ 4.6% |
$2.07M - $2.27M
|
234K
$69.4M
|
|
Aug 01, 2023
Q2 2023
|
Kearns & Associates LLC
|
BUY
|
- |
9.8K+ 8.91% |
$1.97M - $2.16M
|
120K
$35.5M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.75K+ 3.96% |
$1.96M - $2.15M
|
256K
$75.9M
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.61K+ 20.14% |
$1.93M - $2.12M
|
57.3K
$17M
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.52K+ 857.48% |
$1.91M - $2.1M
|
10.6K
$3.15M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9.46K+ 694.57% |
$1.9M - $2.08M
|
10.8K
$3.21M
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
9.37K+ 16.33% |
$1.88M - $2.06M
|
66.8K
$19.8M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.28K+ 2.3% |
$1.86M - $2.04M
|
414K
$123M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.28K+ 415.35% |
$1.86M - $2.04M
|
11.5K
$3.41M
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
9.03K+ 40.54% |
$1.81M - $1.99M
|
31.3K
$9.28M
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
8.96KNew |
$1.8M - $1.97M
|
8.96K
$2.66M
|