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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$201 - $220
|
2.25K
$660K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$201 - $220
|
2.4K
$703K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$201 - $220
|
1.93K
$566K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.03% |
$201 - $220
|
3.62K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.1% |
$201 - $220
|
1.01K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$201 - $220
|
3.07K
$901K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.08% |
$201 - $220
|
1.26K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$201 - $220
|
4.87K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.09% |
$201 - $220
|
1.08K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$201 - $220
|
1.05K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 2.04% |
$201 - $220
|
50
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1+ 0.04% |
$201 - $220
|
2.35K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.11% |
$201 - $220
|
871
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.23% |
$201 - $220
|
437
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.05% |
$201 - $220
|
1.97K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.14% |
$201 - $220
|
735
$215K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 2.04% |
$201 - $220
|
50
$14.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- -0.0% |
$201 - $220
|
57.2K
$16.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1- 0.04% |
$201 - $220
|
2.37K
$694K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1- 0.02% |
$201 - $220
|
4.48K
$1.31M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.04% |
$201 - $220
|
2.53K
$742K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1- 0.03% |
$201 - $220
|
3.67K
$1.07M
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2- 0.08% |
$402 - $441
|
2.41K
$705K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2- 0.57% |
$402 - $441
|
349
$102K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.04% |
$402 - $441
|
4.62K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2- 0.14% |
$402 - $441
|
1.46K
$428K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-3- 0.09% |
$602 - $661
|
3.32K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3- 0.12% |
$602 - $661
|
2.53K
$741K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4- 0.13% |
$803 - $881
|
3.1K
$907K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.01% |
$803 - $881
|
26.7K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-4- 0.13% |
$803 - $881
|
3.14K
$921K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.03% |
$1K - $1.1K
|
16.3K
$4.76M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-5- 0.41% |
$1K - $1.1K
|
1.21K
$355K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6- 0.11% |
$1.2K - $1.32K
|
5.24K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 0.48% |
$1.2K - $1.32K
|
1.23K
$362K
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6- 0.22% |
$1.2K - $1.32K
|
2.74K
$802K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 0.03% |
$1.41K - $1.54K
|
25.2K
$7.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-7- 0.03% |
$1.41K - $1.54K
|
25.1K
$7.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-8- 0.45% |
$1.61K - $1.76K
|
1.76K
$516K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8- 0.47% |
$1.61K - $1.76K
|
1.7K
$498K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8- 0.15% |
$1.61K - $1.76K
|
5.34K
$1.56M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-8- 0.54% |
$1.61K - $1.76K
|
1.48K
$435K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 0.19% |
$1.81K - $1.98K
|
4.68K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-10- 0.41% |
$2.01K - $2.2K
|
2.44K
$715K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.48% |
$2.01K - $2.2K
|
2.08K
$610K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.49% |
$2.01K - $2.2K
|
2.02K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.01% |
$2.21K - $2.42K
|
101K
$29.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-11- 1.13% |
$2.21K - $2.42K
|
961
$282K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-13- 0.1% |
$2.61K - $2.86K
|
13K
$3.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13- 1.14% |
$2.61K - $2.86K
|
1.13K
$331K
|