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 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.11K- 21.08% |
$1.63M - $1.79M
|
30.4K
$8.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.25K- 4.14% |
$1.66M - $1.82M
|
191K
$52.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.39K- 24.29% |
$1.68M - $1.85M
|
26.1K
$7.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8.51K- 10.0% |
$1.71M - $1.87M
|
76.6K
$20.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.66K- 2.24% |
$1.74M - $1.91M
|
378K
$103M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.75K- 1.84% |
$1.76M - $1.93M
|
465K
$127M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-8.81K- 12.68% |
$1.77M - $1.94M
|
60.7K
$16.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.84K- 1.76% |
$1.77M - $1.95M
|
493K
$135M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.9K- 0.14% |
$1.79M - $1.96M
|
6.18M
$1.69B
|
|
|
Jul 11, 2023
Q2 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-8.96K- 1.93% |
$1.8M - $1.97M
|
454K
$124M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-9.06K- 15.6% |
$1.82M - $2M
|
49K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.46K- 42.59% |
$1.9M - $2.08M
|
12.8K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.59K- 4.7% |
$1.93M - $2.11M
|
194K
$53.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.67K- 1.13% |
$1.94M - $2.13M
|
849K
$232M
|
|
|
Aug 01, 2023
Q2 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-9.95K- 2.5% |
$2M - $2.19M
|
388K
$106M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-10.1K- 66.43% |
$2.03M - $2.23M
|
5.1K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 0.47% |
$2.05M - $2.25M
|
2.14M
$585M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 49.35% |
$2.09M - $2.3M
|
10.7K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10.4K- 5.41% |
$2.1M - $2.3M
|
183K
$49.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.6K- 19.31% |
$2.14M - $2.34M
|
44.5K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10.8K- 56.88% |
$2.17M - $2.38M
|
8.19K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.2K- 17.4% |
$2.24M - $2.46M
|
53.1K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 2.39% |
$2.35M - $2.58M
|
477K
$130M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.8K- 12.08% |
$2.37M - $2.6M
|
86.1K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12.1K- 3.24% |
$2.42M - $2.66M
|
360K
$98.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 5.2% |
$2.45M - $2.68M
|
222K
$60.7M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-12.4K- 7.85% |
$2.49M - $2.73M
|
146K
$39.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-12.4K- 5.23% |
$2.49M - $2.73M
|
225K
$61.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-12.6K- 85.51% |
$2.54M - $2.79M
|
2.14K
$586K
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-13K- 86.46% |
$2.61M - $2.86M
|
2.03K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-13K- 8.93% |
$2.61M - $2.87M
|
133K
$36.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 26.56% |
$2.73M - $2.99M
|
37.6K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-13.6K- 99.88% |
$2.73M - $3M
|
17
$4.65K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-14K- 1.49% |
$2.81M - $3.08M
|
926K
$253M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-14.1K- 34.57% |
$2.83M - $3.11M
|
26.7K
$7.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.2K- 3.33% |
$2.85M - $3.12M
|
412K
$113M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-14.2K- 0.91% |
$2.85M - $3.13M
|
1.55M
$424M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 4.85% |
$2.87M - $3.14M
|
280K
$76.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14.6K- 7.73% |
$2.92M - $3.21M
|
174K
$47.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-14.6K- 1.19% |
$2.93M - $3.22M
|
1.21M
$332M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7K- 20.3% |
$2.95M - $3.24M
|
57.7K
$15.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.7K- 3.79% |
$2.96M - $3.24M
|
374K
$102M
|
|
|
Aug 10, 2023
Q2 2023
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-15K- 1.96% |
$3.01M - $3.3M
|
750K
$205M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-15K- 99.44% |
$3.01M - $3.31M
|
85
$23.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.1K- 0.11% |
$3.03M - $3.32M
|
13.2M
$3.61B
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15.3K- 41.88% |
$3.07M - $3.37M
|
21.2K
$5.81M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15.4K- 36.57% |
$3.1M - $3.4M
|
26.8K
$7.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-16.2K- 92.69% |
$3.26M - $3.57M
|
1.28K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 1.59% |
$3.36M - $3.69M
|
1.04M
$284M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-16.8K- 4.86% |
$3.36M - $3.69M
|
328K
$89.8M
|