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 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-67.4K- 6.89% |
$13.5M - $14.8M
|
910K
$249M
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-68.6K- 66.1% |
$13.8M - $15.1M
|
35.2K
$9.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-74K- 88.31% |
$14.8M - $16.3M
|
9.79K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-75.7K- 10.54% |
$15.2M - $16.7M
|
643K
$176M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76.7K- 60.31% |
$15.4M - $16.9M
|
50.5K
$13.8M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-81K- 96.16% |
$16.3M - $17.8M
|
3.23K
$884K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-83.6K- 8.85% |
$16.8M - $18.4M
|
862K
$236M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-90.3K- 49.82% |
$18.1M - $19.9M
|
91K
$24.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-92.3K- 1.05% |
$18.5M - $20.3M
|
8.72M
$2.39B
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-95.9K- 95.54% |
$19.3M - $21.1M
|
4.48K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106K- 80.81% |
$21.4M - $23.5M
|
25.3K
$6.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-109K- 6.38% |
$21.8M - $24M
|
1.6M
$436M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-110K- 76.24% |
$22M - $24.2M
|
34.2K
$9.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Symetra Investment Management CO
Farmington, CT |
SELL
|
- |
-114K- 10.02% |
$22.9M - $25.1M
|
1.02M
$279M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-124K- 35.26% |
$25M - $27.4M
|
229K
$62.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-125K- 10.92% |
$25.2M - $27.6M
|
1.02M
$280M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 5.07% |
$25.3M - $27.8M
|
2.36M
$645M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-129K- 53.54% |
$26M - $28.5M
|
112K
$30.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-140K- 99.96% |
$28.2M - $30.9M
|
50
$13.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 3.28% |
$30.9M - $33.9M
|
4.53M
$1.24B
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-165K- 98.01% |
$33.2M - $36.4M
|
3.35K
$917K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-194K- 16.47% |
$39M - $42.8M
|
985K
$269M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-214K- 17.08% |
$42.9M - $47.1M
|
1.04M
$284M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-226K- 89.16% |
$45.4M - $49.8M
|
27.5K
$7.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-242K- 2.51% |
$48.6M - $53.3M
|
9.39M
$2.57B
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-266K- 42.13% |
$53.3M - $58.5M
|
365K
$99.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-281K- 30.59% |
$56.4M - $61.9M
|
638K
$174M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-507K- 99.65% |
$102M - $112M
|
1.77K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-715K- 16.48% |
$144M - $158M
|
3.63M
$992M
|
|
|
Aug 03, 2023
Q2 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-1.07M- 17.51% |
$215M - $235M
|
5.03M
$1.38B
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.74M- 99.51% |
$350M - $384M
|
8.57K
$2.34M
|