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 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.3K- 1.74% |
$4.69M - $5.14M
|
1.32M
$391M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-23.4K- 3.04% |
$4.7M - $5.15M
|
747K
$222M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-24.3K- 4.2% |
$4.87M - $5.35M
|
553K
$164M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-25.5K- 23.43% |
$5.13M - $5.63M
|
83.5K
$24.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.6K- 2.04% |
$5.13M - $5.63M
|
1.23M
$363M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-28.3K- 64.33% |
$5.68M - $6.23M
|
15.7K
$4.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.4K- 4.39% |
$5.9M - $6.47M
|
640K
$190M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-30.5K- 84.51% |
$6.12M - $6.72M
|
5.59K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-32K- 18.22% |
$6.42M - $7.05M
|
144K
$42.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-34K- 37.24% |
$6.82M - $7.49M
|
57.3K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-35.2K- 4.51% |
$7.06M - $7.75M
|
746K
$221M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-36.7K- 3.64% |
$7.37M - $8.08M
|
972K
$288M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-37.1K- 16.77% |
$7.44M - $8.17M
|
184K
$54.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-37.6K- 89.91% |
$7.56M - $8.29M
|
4.22K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-37.9K- 11.53% |
$7.6M - $8.34M
|
291K
$86.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-39.4K- 79.22% |
$7.91M - $8.68M
|
10.3K
$3.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-40.2K- 2.34% |
$8.06M - $8.85M
|
1.67M
$496M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.3K- 59.54% |
$8.1M - $8.89M
|
27.4K
$8.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-45.9K- 12.07% |
$9.21M - $10.1M
|
334K
$99.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-47.2K- 87.12% |
$9.47M - $10.4M
|
6.98K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-47.6K- 23.26% |
$9.56M - $10.5M
|
157K
$46.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48.4K- 10.92% |
$9.73M - $10.7M
|
395K
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-49K- 34.92% |
$9.83M - $10.8M
|
91.3K
$27.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-51.4K- 35.61% |
$10.3M - $11.3M
|
93K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-52.3K- 19.1% |
$10.5M - $11.5M
|
221K
$65.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-53.4K- 97.91% |
$10.7M - $11.8M
|
1.14K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-53.7K- 1.35% |
$10.8M - $11.8M
|
3.91M
$1.16B
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-55K- 9.01% |
$11M - $12.1M
|
555K
$165M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.1K- 46.47% |
$11.7M - $12.8M
|
66.9K
$19.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-58.3K- 30.54% |
$11.7M - $12.8M
|
133K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-61K- 8.85% |
$12.2M - $13.4M
|
628K
$186M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-61.9K- 0.87% |
$12.4M - $13.6M
|
7.05M
$2.09B
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-62.9K- 23.72% |
$12.6M - $13.9M
|
202K
$60M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-65.2K- 13.04% |
$13.1M - $14.4M
|
435K
$129M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-65.7K- 3.08% |
$13.2M - $14.5M
|
2.07M
$613M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-67.4K- 6.89% |
$13.5M - $14.8M
|
910K
$270M
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-68.6K- 66.1% |
$13.8M - $15.1M
|
35.2K
$10.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-74K- 88.31% |
$14.8M - $16.3M
|
9.79K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-75.7K- 10.54% |
$15.2M - $16.7M
|
643K
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76.7K- 60.31% |
$15.4M - $16.9M
|
50.5K
$15M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-81K- 96.16% |
$16.3M - $17.8M
|
3.23K
$959K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-83.6K- 8.85% |
$16.8M - $18.4M
|
862K
$255M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-90.3K- 49.82% |
$18.1M - $19.9M
|
91K
$27M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-92.3K- 1.05% |
$18.5M - $20.3M
|
8.72M
$2.59B
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-95.9K- 95.54% |
$19.3M - $21.1M
|
4.48K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106K- 80.81% |
$21.4M - $23.5M
|
25.3K
$7.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-109K- 6.38% |
$21.8M - $24M
|
1.6M
$473M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-110K- 76.24% |
$22M - $24.2M
|
34.2K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-114K- 10.02% |
$22.9M - $25.1M
|
1.02M
$303M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-124K- 35.26% |
$25M - $27.4M
|
229K
$67.8M
|