Purchases and Sales Made in Q2 2023 in Vanguard Total Stock Market Et (VTI)

VTI Quotes by TradingView

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 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.48K
+ 1.53%
$297K - $326K
98.2K $29.7M
Jul 28, 2023 Q2 2023
Defined Wealth Management, LLC

BUY
 -
1.48K
+ 50.5%
$296K - $325K
4.4K $1.33M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.48K
+ 3.63%
$296K - $325K
42.1K $12.7M
Aug 11, 2023 Q2 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
1.46K
New
$294K - $322K
1.46K $442K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.46K
+ 45.68%
$292K - $321K
4.64K $1.4M
Aug 14, 2023 Q2 2023
Laird Norton Trust Company, LLC

BUY
 -
1.45K
+ 0.21%
$291K - $319K
679K $205M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
1.44K
+ 9.92%
$288K - $316K
15.9K $4.81M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
1.41K
+ 14.83%
$282K - $310K
10.9K $3.29M
Jul 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
1.4K
+ 46.19%
$281K - $309K
4.43K $1.34M
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.39K
+ 3.02%
$279K - $307K
47.5K $14.4M
Jul 24, 2023 Q2 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
1.39K
+ 5.69%
$278K - $306K
25.7K $7.79M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.39K
+ 30.13%
$278K - $305K
5.99K $1.81M
Aug 14, 2023 Q2 2023
Port Capital LLC

Chicago, IL
BUY
 -
1.37K
+ 70.9%
$276K - $303K
3.31K $1M
Aug 11, 2023 Q2 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
1.36K
New
$274K - $300K
1.36K $413K
Jul 25, 2023 Q2 2023
Smart Money Group LLC

BUY
 -
1.36K
+ 7.43%
$272K - $299K
19.6K $5.93M
Aug 02, 2023 Q2 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.35K
+ 1.41%
$272K - $298K
97.7K $29.6M
Aug 03, 2023 Q2 2023
Quaker Wealth Management, LLC

BUY
 -
1.35K
+ 1.49%
$271K - $298K
92.2K $27.9M
Jul 25, 2023 Q2 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.35K
New
$270K - $297K
1.35K $407K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.34K
New
$270K - $296K
1.34K $406K
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
1.34K
New
$269K - $295K
1.34K $405K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
1.34K
+ 11.99%
$269K - $295K
12.5K $3.78M
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
1.33K
New
$268K - $294K
1.33K $403K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.33K
+ 0.74%
$267K - $293K
180K $54.3M
Aug 15, 2023 Q2 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
1.32K
New
$266K - $292K
1.32K $400K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
1.32K
+ 18.59%
$265K - $291K
8.42K $2.55M
Aug 11, 2023 Q2 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
1.32K
New
$264K - $290K
1.32K $398K
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
1.31K
+ 0.89%
$264K - $289K
148K $44.8M
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1.3K
New
$261K - $287K
1.3K $393K
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
1.29K
+ 0.3%
$258K - $283K
430K $130M
Jul 12, 2023 Q2 2023
Weybosset Research & Management LLC

BUY
 -
1.28K
+ 115.91%
$256K - $281K
2.38K $718K
Aug 08, 2023 Q2 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
1.27K
New
$255K - $280K
1.27K $384K
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.26K
New
$253K - $278K
1.26K $381K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.25K
New
$251K - $276K
1.25K $378K
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
1.24K
+ 1.42%
$250K - $274K
88.9K $26.9M
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
1.24K
+ 15.65%
$250K - $274K
9.18K $2.78M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.24K
+ 9.69%
$249K - $274K
14.1K $4.25M
Aug 01, 2023 Q2 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
1.24K
+ 10.38%
$249K - $273K
13.2K $3.99M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.23K
+ 9.33%
$247K - $271K
14.4K $4.36M
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
1.23K
+ 1.08%
$247K - $271K
115K $34.8M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
1.22K
+ 0.73%
$246K - $270K
169K $51.2M
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.22K
+ 1.43%
$244K - $268K
86.2K $26.1M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
1.21K
+ 3.13%
$244K - $267K
39.9K $12.1M
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
1.21K
+ 21.63%
$243K - $267K
6.81K $2.06M
Jul 28, 2023 Q2 2023
Kendall Capital Management

BUY
 -
1.21K
+ 15.34%
$242K - $266K
9.08K $2.75M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
1.2K
New
$242K - $265K
1.2K $364K
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
1.2K
New
$241K - $265K
1.2K $364K
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.2K
+ 0.57%
$241K - $264K
212K $64.1M
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
1.2K
+ 49.36%
$241K - $264K
3.63K $1.1M
Aug 14, 2023 Q2 2023
Trellis Advisors, LLC

BUY
 -
1.19K
+ 0.33%
$240K - $263K
361K $109M

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