Purchases and Sales Made in Q1 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1- 0.08% |
$190 - $210
|
1.27K
$380K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2- 0.18% |
$380 - $420
|
1.11K
$331K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 0.02% |
$380 - $420
|
8.42K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2- 0.01% |
$380 - $420
|
38.4K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$380 - $420
|
5.43K
$1.62M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-3- 2.11% |
$570 - $630
|
139
$41.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3- 0.08% |
$570 - $630
|
3.58K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3- 0.11% |
$570 - $630
|
2.65K
$791K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-4- 0.01% |
$759 - $840
|
61.3K
$18.3M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4- 0.18% |
$759 - $840
|
2.18K
$649K
|
|
|
May 11, 2023
Q1 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4- 0.02% |
$759 - $840
|
18K
$5.35M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.07% |
$759 - $840
|
5.62K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.34% |
$949 - $1.05K
|
1.48K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.37% |
$949 - $1.05K
|
1.36K
$407K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-6- 0.15% |
$1.14K - $1.26K
|
4.11K
$1.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.02% |
$1.14K - $1.26K
|
38.1K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 0.53% |
$1.14K - $1.26K
|
1.13K
$336K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7- 0.26% |
$1.33K - $1.47K
|
2.73K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7- 0.91% |
$1.33K - $1.47K
|
760
$227K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.09% |
$1.52K - $1.68K
|
8.67K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-8- 0.31% |
$1.52K - $1.68K
|
2.59K
$771K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 1.15% |
$1.52K - $1.68K
|
689
$205K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-8- 0.22% |
$1.52K - $1.68K
|
3.62K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
SELL
|
- |
-8- 0.21% |
$1.52K - $1.68K
|
3.81K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-8- 0.12% |
$1.52K - $1.68K
|
6.55K
$1.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-9- 0.48% |
$1.71K - $1.89K
|
1.86K
$554K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-9- 0.38% |
$1.71K - $1.89K
|
2.33K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-9- 0.18% |
$1.71K - $1.89K
|
5.02K
$1.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-10- 0.17% |
$1.9K - $2.1K
|
5.72K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 1.09% |
$1.9K - $2.1K
|
905
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-10- 0.07% |
$1.9K - $2.1K
|
15K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10- 0.08% |
$1.9K - $2.1K
|
12.3K
$3.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-11- 0.19% |
$2.09K - $2.31K
|
5.65K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-11- 0.18% |
$2.09K - $2.31K
|
6.19K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.2% |
$2.28K - $2.52K
|
6.14K
$1.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-13- 1.08% |
$2.47K - $2.73K
|
1.2K
$357K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-13- 1.14% |
$2.47K - $2.73K
|
1.12K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.55% |
$2.85K - $3.15K
|
2.72K
$811K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-15- 1.13% |
$2.85K - $3.15K
|
1.31K
$391K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15- 0.92% |
$2.85K - $3.15K
|
1.61K
$481K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15- 0.14% |
$2.85K - $3.15K
|
10.6K
$3.16M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-15- 0.87% |
$2.85K - $3.15K
|
1.71K
$510K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16- 0.29% |
$3.04K - $3.36K
|
5.59K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-16- 0.05% |
$3.04K - $3.36K
|
30.3K
$9.02M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-16- 0.28% |
$3.04K - $3.36K
|
5.73K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-16- 24.62% |
$3.04K - $3.36K
|
49
$14.6K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-17- 0.42% |
$3.23K - $3.57K
|
4.06K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-18- 0.15% |
$3.42K - $3.78K
|
12K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-18- 0.23% |
$3.42K - $3.78K
|
7.94K
$2.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-19- 1.01% |
$3.61K - $3.99K
|
1.85K
$553K
|