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
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5.79K+ 299.38% |
$1.16M - $1.27M
|
7.72K
$2.33M
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
5.67K+ 3.95% |
$1.14M - $1.25M
|
149K
$45M
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
5.66K+ 25.66% |
$1.14M - $1.25M
|
27.7K
$8.37M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.6K+ 53.73% |
$1.12M - $1.23M
|
16K
$4.84M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.57K+ 14.19% |
$1.12M - $1.23M
|
44.8K
$13.5M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.54K+ 12.86% |
$1.11M - $1.22M
|
48.6K
$14.7M
|
|
Aug 07, 2023
Q2 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
5.52K+ 14.11% |
$1.11M - $1.22M
|
44.7K
$13.5M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
5.47K+ 56.05% |
$1.1M - $1.21M
|
15.2K
$4.6M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.39K+ 8.44% |
$1.08M - $1.19M
|
69.2K
$20.9M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.36K+ 50.81% |
$1.08M - $1.18M
|
15.9K
$4.8M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.32K+ 2661.5% |
$1.07M - $1.17M
|
5.52K
$1.67M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.32K+ 21.59% |
$1.07M - $1.17M
|
29.9K
$9.04M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.3K+ 14.34% |
$1.06M - $1.17M
|
42.3K
$12.8M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.3K+ 2.92% |
$1.06M - $1.17M
|
187K
$56.3M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.2K+ 1.05% |
$1.04M - $1.14M
|
498K
$150M
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.19K+ 3.18% |
$1.04M - $1.14M
|
169K
$50.9M
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.17K+ 2.14% |
$1.04M - $1.14M
|
246K
$74.3M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.15K+ 8.78% |
$1.03M - $1.14M
|
63.8K
$19.3M
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
5.15K+ 113.26% |
$1.03M - $1.13M
|
9.7K
$2.93M
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
5.14K+ 18.28% |
$1.03M - $1.13M
|
33.3K
$10M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
5.11K+ 8.78% |
$1.03M - $1.13M
|
63.3K
$19.1M
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
5.03K+ 6.74% |
$1.01M - $1.11M
|
79.7K
$24M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.98K+ 26.05% |
$999K - $1.1M
|
24.1K
$7.27M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.92KNew |
$988K - $1.08M
|
4.92K
$1.49M
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.85K+ 12.28% |
$973K - $1.07M
|
44.3K
$13.4M
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4.76K+ 2.36% |
$956K - $1.05M
|
207K
$62.4M
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.72K+ 12.97% |
$947K - $1.04M
|
41.1K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.72KNew |
$947K - $1.04M
|
4.72K
$1.42M
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
4.63K+ 3.97% |
$929K - $1.02M
|
121K
$36.6M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.6K+ 1.02% |
$923K - $1.01M
|
457K
$138M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.59K+ 10.89% |
$920K - $1.01M
|
46.7K
$14.1M
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.58KNew |
$919K - $1.01M
|
4.58K
$1.38M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.56K+ 52.22% |
$915K - $1M
|
13.3K
$4.01M
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
4.48K+ 1.5% |
$900K - $987K
|
304K
$91.6M
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.45KNew |
$893K - $979K
|
4.45K
$1.34M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.4K+ 35.1% |
$882K - $968K
|
16.9K
$5.11M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.34K+ 9.78% |
$872K - $957K
|
48.8K
$14.7M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.33K+ 3.85% |
$870K - $954K
|
117K
$35.3M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.28KNew |
$859K - $943K
|
4.28K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.27K+ 33.09% |
$856K - $940K
|
17.2K
$5.18M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.23K+ 11.05% |
$850K - $932K
|
42.6K
$12.8M
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.23K+ 237.85% |
$849K - $932K
|
6.01K
$1.81M
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.22K+ 10.7% |
$846K - $928K
|
43.6K
$13.2M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4.22KNew |
$846K - $928K
|
4.22K
$1.27M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$843K - $925K
|
4.2K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.18K+ 24.83% |
$839K - $920K
|
21K
$6.34M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.18K+ 8.72% |
$838K - $920K
|
52K
$15.7M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.17K+ 226.33% |
$837K - $918K
|
6.01K
$1.81M
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.1K+ 1.26% |
$823K - $903K
|
330K
$99.5M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.09KNew |
$821K - $901K
|
4.09K
$1.23M
|