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
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-125K- 10.92% |
$25.2M - $27.6M
|
1.02M
$300M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-126K- 5.07% |
$25.3M - $27.8M
|
2.36M
$691M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-129K- 53.54% |
$26M - $28.5M
|
112K
$32.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-140K- 99.96% |
$28.2M - $30.9M
|
50
$14.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 3.28% |
$30.9M - $33.9M
|
4.53M
$1.33B
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-194K- 16.47% |
$39M - $42.8M
|
985K
$288M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-214K- 17.08% |
$42.9M - $47.1M
|
1.04M
$304M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-226K- 89.16% |
$45.4M - $49.8M
|
27.5K
$8.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-242K- 2.51% |
$48.6M - $53.3M
|
9.39M
$2.75B
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-266K- 42.13% |
$53.3M - $58.5M
|
365K
$107M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-281K- 30.59% |
$56.4M - $61.9M
|
638K
$187M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-507K- 99.65% |
$102M - $112M
|
1.77K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-715K- 16.48% |
$144M - $158M
|
3.63M
$1.06B
|
|
|
Aug 03, 2023
Q2 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-1.07M- 17.51% |
$215M - $235M
|
5.03M
$1.48B
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.74M- 99.51% |
$350M - $384M
|
8.57K
$2.51M
|