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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
2.07KNew |
$416K - $456K
|
2.07K
$622K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.05K+ 167.62% |
$411K - $450K
|
3.27K
$981K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.04K+ 13.02% |
$410K - $449K
|
17.7K
$5.32M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.04K+ 0.99% |
$409K - $448K
|
207K
$62.2M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
2.03K+ 3.06% |
$408K - $448K
|
68.4K
$20.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.01KNew |
$403K - $442K
|
2.01K
$603K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
1.97K+ 0.58% |
$396K - $435K
|
341K
$103M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.94K+ 3.19% |
$390K - $428K
|
62.9K
$18.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.94K+ 62.79% |
$389K - $427K
|
5.02K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.93K+ 2.86% |
$387K - $424K
|
69.2K
$20.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.91K+ 116.93% |
$383K - $420K
|
3.54K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.88K+ 3.36% |
$378K - $415K
|
57.9K
$17.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.86K+ 0.45% |
$374K - $410K
|
415K
$125M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.85KNew |
$372K - $408K
|
1.85K
$556K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.85KNew |
$371K - $407K
|
1.85K
$555K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.85K+ 14.74% |
$370K - $406K
|
14.4K
$4.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.84K+ 5.04% |
$370K - $406K
|
38.4K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.84K+ 4.18% |
$370K - $406K
|
45.9K
$13.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.84K+ 1.22% |
$369K - $405K
|
153K
$46M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.83K+ 36.16% |
$368K - $403K
|
6.89K
$2.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.83KNew |
$367K - $402K
|
1.83K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.82KNew |
$366K - $402K
|
1.82K
$548K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.82K+ 0.68% |
$365K - $400K
|
271K
$81.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.81K+ 2.86% |
$363K - $399K
|
65.2K
$19.6M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.8K+ 13.57% |
$362K - $397K
|
15.1K
$4.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.79KNew |
$360K - $395K
|
1.79K
$538K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.77K+ 11.77% |
$356K - $391K
|
16.8K
$5.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.77K+ 2.21% |
$355K - $389K
|
81.7K
$24.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 11.71% |
$353K - $388K
|
16.8K
$5.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.74K+ 10.47% |
$349K - $383K
|
18.3K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.71K+ 2.71% |
$343K - $376K
|
64.7K
$19.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 9.59% |
$335K - $368K
|
19.1K
$5.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67K+ 11.69% |
$334K - $367K
|
15.9K
$4.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.66K+ 28.25% |
$333K - $366K
|
7.54K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$333K - $365K
|
1.66K
$498K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.63K+ 29.81% |
$328K - $360K
|
7.12K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.59K+ 1.06% |
$320K - $351K
|
152K
$45.7M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 1.06% |
$320K - $351K
|
152K
$45.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.57K+ 13.31% |
$316K - $347K
|
13.4K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.56KNew |
$313K - $343K
|
1.56K
$468K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.56K+ 11.87% |
$312K - $343K
|
14.7K
$4.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 3.45% |
$312K - $343K
|
46.6K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Opus Investment Management Inc
|
BUY
|
- |
1.56K+ 1.18% |
$312K - $343K
|
133K
$40M
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.54KNew |
$309K - $339K
|
1.54K
$462K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.53K+ 37.73% |
$308K - $338K
|
5.6K
$1.68M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.51KNew |
$304K - $333K
|
1.51K
$455K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.51KNew |
$303K - $333K
|
1.51K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.5K+ 18.12% |
$301K - $331K
|
9.79K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.5K+ 15.17% |
$300K - $330K
|
11.4K
$3.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$299K - $328K
|
1.49K
$447K
|