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
|
Us Bancorp \De\
|
BUY
|
- |
5.31M+ 40.11% |
$1.07B - $1.17B
|
18.6M
$5.61B
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.44M+ 257.28% |
$691M - $759M
|
4.78M
$1.45B
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.42M+ 8.26% |
$486M - $533M
|
31.7M
$9.6B
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.55M+ 24.58% |
$310M - $341M
|
7.84M
$2.37B
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.44M+ 3103.21% |
$289M - $317M
|
1.49M
$450M
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
720KNew |
$144M - $159M
|
720K
$218M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
713K+ 29428.55% |
$143M - $157M
|
716K
$216M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
624K+ 4.57% |
$125M - $138M
|
14.3M
$4.32B
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
523K+ 133.01% |
$105M - $115M
|
916K
$277M
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
367K+ 111.95% |
$73.6M - $80.8M
|
694K
$210M
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
281KNew |
$56.5M - $62M
|
281K
$85.1M
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
281KNew |
$56.5M - $62M
|
281K
$85.1M
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
250KNew |
$50.2M - $55.1M
|
250K
$75.6M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
248K+ 598.09% |
$49.7M - $54.6M
|
289K
$87.5M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
238K+ 11.73% |
$47.7M - $52.3M
|
2.26M
$685M
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
226K+ 61.6% |
$45.4M - $49.8M
|
593K
$179M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
223K+ 666.05% |
$44.7M - $49.1M
|
256K
$77.5M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
219K+ 641.47% |
$44M - $48.3M
|
253K
$76.6M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
213K+ 9.45% |
$42.8M - $47M
|
2.47M
$747M
|
|
Jul 06, 2023
Q2 2023
|
Wealth Navi Inc.
|
BUY
|
- |
202K+ 1.99% |
$40.5M - $44.4M
|
10.3M
$3.12B
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
200K+ 2.56% |
$40.2M - $44.1M
|
8.03M
$2.43B
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
198K+ 4.41% |
$39.8M - $43.6M
|
4.69M
$1.42B
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
197K+ 6.29% |
$39.5M - $43.3M
|
3.32M
$1B
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
182K+ 13.88% |
$36.6M - $40.2M
|
1.5M
$453M
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
182K+ 401.28% |
$36.5M - $40M
|
227K
$68.6M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 1.36% |
$35.6M - $39.1M
|
13.2M
$3.99B
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
172K+ 0.58% |
$34.5M - $37.9M
|
29.6M
$8.94B
|
|
Aug 01, 2023
Q2 2023
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
172K+ 51.75% |
$34.5M - $37.8M
|
503K
$152M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
171K+ 58.51% |
$34.3M - $37.6M
|
463K
$140M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
169K+ 40.04% |
$34M - $37.3M
|
592K
$179M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 1.41% |
$32.1M - $35.2M
|
11.5M
$3.48B
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
149K+ 2.61% |
$29.9M - $32.8M
|
5.84M
$1.77B
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
141K+ 74.4% |
$28.3M - $31M
|
330K
$99.8M
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
128K+ 57.69% |
$25.7M - $28.2M
|
349K
$106M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127K+ 9.13% |
$25.5M - $28M
|
1.52M
$460M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
124K+ 131.37% |
$24.9M - $27.3M
|
218K
$66M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
124K+ 56.5% |
$24.8M - $27.3M
|
343K
$104M
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
119K+ 69.05% |
$23.9M - $26.3M
|
292K
$88.3M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
114K+ 19.07% |
$22.8M - $25.1M
|
710K
$215M
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
110KNew |
$22.1M - $24.3M
|
110K
$33.4M
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
108K+ 19.05% |
$21.7M - $23.8M
|
677K
$205M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
108K+ 95.85% |
$21.6M - $23.7M
|
220K
$66.6M
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
106K+ 73.8% |
$21.3M - $23.4M
|
250K
$75.6M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 32.88% |
$20.2M - $22.2M
|
407K
$123M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
97.2KNew |
$19.5M - $21.4M
|
97.2K
$29.4M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
94K+ 17.4% |
$18.9M - $20.7M
|
635K
$192M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
90.6KNew |
$18.2M - $20M
|
90.6K
$27.4M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90KNew |
$18.1M - $19.8M
|
90K
$27.2M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
83KNew |
$16.7M - $18.3M
|
83K
$25.1M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
81K+ 2511.69% |
$16.3M - $17.8M
|
84.2K
$25.5M
|