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
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.01K+ 8.9% |
$805K - $884K
|
49.1K
$14.7M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4K+ 5.04% |
$804K - $882K
|
83.5K
$25M
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4KNew |
$803K - $881K
|
4K
$1.2M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.98K+ 33.34% |
$799K - $877K
|
15.9K
$4.77M
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
3.91KNew |
$784K - $860K
|
3.91K
$1.17M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.84K+ 1.08% |
$771K - $846K
|
360K
$108M
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.82KNew |
$767K - $842K
|
3.82K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.8KNew |
$762K - $836K
|
3.8K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.78KNew |
$759K - $832K
|
3.78K
$1.13M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.75K+ 31.2% |
$752K - $826K
|
15.8K
$4.73M
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.72K+ 110.8% |
$748K - $820K
|
7.09K
$2.12M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.65K+ 4.53% |
$732K - $804K
|
84.2K
$25.2M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 6.43% |
$724K - $794K
|
59.7K
$17.9M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.55K+ 4.55% |
$713K - $782K
|
81.6K
$24.5M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.51K+ 5.36% |
$705K - $773K
|
69K
$20.7M
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.44K+ 155.49% |
$691K - $759K
|
5.66K
$1.7M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.41K+ 25.37% |
$685K - $751K
|
16.9K
$5.05M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.39K+ 9.32% |
$680K - $747K
|
39.8K
$11.9M
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.35K+ 0.67% |
$673K - $738K
|
503K
$151M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.34KNew |
$671K - $736K
|
3.34K
$1M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.27K+ 8.57% |
$657K - $721K
|
41.4K
$12.4M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.26K+ 0.67% |
$654K - $718K
|
489K
$147M
|
|
Jul 26, 2023
Q2 2023
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
3.24K+ 0.61% |
$650K - $714K
|
538K
$161M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.17K+ 237.56% |
$636K - $698K
|
4.5K
$1.35M
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.17K+ 85.65% |
$636K - $698K
|
6.87K
$2.06M
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.16K+ 10.52% |
$634K - $696K
|
33.2K
$9.95M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.14KNew |
$630K - $692K
|
3.14K
$942K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.11K+ 6.84% |
$624K - $685K
|
48.6K
$14.6M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 2.52% |
$624K - $684K
|
126K
$37.9M
|
|
Jul 13, 2023
Q2 2023
|
Wind River Trust CO
|
BUY
|
- |
3.1K+ 3.58% |
$623K - $684K
|
89.9K
$26.9M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.1K+ 151.0% |
$623K - $684K
|
5.16K
$1.55M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.1K+ 9.59% |
$622K - $682K
|
35.4K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 8.74% |
$621K - $681K
|
38.5K
$11.5M
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.07KNew |
$616K - $676K
|
3.07K
$920K
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 9.63% |
$615K - $675K
|
34.9K
$10.5M
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.06KNew |
$614K - $674K
|
3.06K
$918K
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
3.06K+ 225.29% |
$613K - $673K
|
4.41K
$1.32M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
3.05K+ 68.03% |
$613K - $672K
|
7.54K
$2.26M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.03K+ 24.33% |
$608K - $668K
|
15.5K
$4.64M
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.03K+ 3.98% |
$608K - $667K
|
79.1K
$23.7M
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.02KNew |
$606K - $665K
|
3.02K
$905K
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3K+ 31.39% |
$602K - $661K
|
12.6K
$3.76M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.96K+ 1.01% |
$593K - $651K
|
296K
$88.6M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.94KNew |
$590K - $647K
|
2.94K
$881K
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
2.94K+ 53.18% |
$590K - $647K
|
8.46K
$2.54M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.92K+ 129.2% |
$586K - $643K
|
5.18K
$1.55M
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.89K+ 11.68% |
$581K - $637K
|
27.7K
$8.3M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.89K+ 198.42% |
$581K - $637K
|
4.35K
$1.3M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.89KNew |
$580K - $637K
|
2.89K
$867K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.87K+ 2.14% |
$576K - $632K
|
137K
$41.1M
|