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 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.84K+ 35.98% |
$571K - $626K
|
10.7K
$3.18M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.79K+ 100.07% |
$561K - $615K
|
5.59K
$1.66M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.78K+ 12.07% |
$558K - $612K
|
25.8K
$7.65M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.78KNew |
$557K - $611K
|
2.78K
$823K
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$549K - $603K
|
2.74K
$812K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.74K+ 0.99% |
$549K - $603K
|
278K
$82.5M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.66K+ 147.72% |
$533K - $585K
|
4.45K
$1.32M
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.62K+ 27.97% |
$527K - $578K
|
12K
$3.56M
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.62KNew |
$525K - $576K
|
2.62K
$776K
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.61K+ 2.82% |
$524K - $575K
|
95.1K
$28.2M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.6K+ 7.12% |
$521K - $572K
|
39K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.59K+ 38.67% |
$520K - $570K
|
9.28K
$2.75M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.57K+ 42.48% |
$516K - $566K
|
8.62K
$2.56M
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.57K+ 9.99% |
$515K - $565K
|
28.3K
$8.38M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.56K+ 1.28% |
$513K - $563K
|
203K
$60.1M
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.52KNew |
$505K - $554K
|
2.52K
$746K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.49K+ 22.87% |
$500K - $549K
|
13.4K
$3.97M
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
2.49KNew |
$500K - $549K
|
2.49K
$739K
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 19.5% |
$500K - $549K
|
15.3K
$4.53M
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.49K+ 12.54% |
$500K - $548K
|
22.3K
$6.62M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.49K+ 33.12% |
$500K - $548K
|
10K
$2.97M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.48K+ 19.61% |
$497K - $545K
|
15.1K
$4.48M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
2.48K+ 36.8% |
$497K - $545K
|
9.2K
$2.73M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.44K+ 11.18% |
$490K - $538K
|
24.3K
$7.2M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.42K+ 53.93% |
$486K - $533K
|
6.91K
$2.05M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.4K+ 6.15% |
$482K - $529K
|
41.5K
$12.3M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.39K+ 7.89% |
$480K - $527K
|
32.7K
$9.7M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.38K+ 4.57% |
$478K - $524K
|
54.5K
$16.2M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.38K+ 4.57% |
$478K - $524K
|
54.5K
$16.2M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
2.35KNew |
$473K - $519K
|
2.35K
$698K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
2.34K+ 3.72% |
$470K - $515K
|
65.3K
$19.4M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.34K+ 6.16% |
$470K - $515K
|
40.3K
$12M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.33K+ 4.27% |
$468K - $514K
|
57K
$16.9M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
2.33KNew |
$467K - $513K
|
2.33K
$690K
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.32K+ 19.65% |
$466K - $511K
|
14.1K
$4.19M
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 2.85% |
$461K - $505K
|
82.7K
$24.5M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.29K+ 4.25% |
$459K - $504K
|
56.1K
$16.6M
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.28K+ 72.48% |
$457K - $501K
|
5.42K
$1.61M
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.27K+ 19.33% |
$456K - $500K
|
14K
$4.16M
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.27K+ 3.28% |
$456K - $500K
|
71.4K
$21.2M
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.23K+ 2.36% |
$447K - $491K
|
96.5K
$28.6M
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.21K+ 4.2% |
$443K - $487K
|
54.8K
$16.2M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 7.0% |
$443K - $486K
|
33.7K
$10M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.2K+ 152.46% |
$442K - $485K
|
3.65K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 1.77% |
$439K - $481K
|
126K
$37.2M
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.13K+ 22.6% |
$427K - $468K
|
11.5K
$3.42M
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.11K+ 2.03% |
$424K - $465K
|
106K
$31.5M
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.11KNew |
$423K - $464K
|
2.11K
$624K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.1K+ 52.77% |
$422K - $463K
|
6.09K
$1.8M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.09K+ 54.64% |
$419K - $460K
|
5.9K
$1.75M
|