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 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-46- 2.39% |
$8.73K - $9.66K
|
1.88K
$559K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-46- 0.07% |
$8.73K - $9.66K
|
64.2K
$19.2M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-47- 4.7% |
$8.92K - $9.87K
|
953
$284K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-48- 76.19% |
$9.11K - $10.1K
|
15
$4.47K
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-48- 1.36% |
$9.11K - $10.1K
|
3.48K
$1.04M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-49- 8.61% |
$9.3K - $10.3K
|
520
$155K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-49- 0.29% |
$9.3K - $10.3K
|
17K
$5.06M
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-50- 4.13% |
$9.49K - $10.5K
|
1.16K
$347K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-50- 1.4% |
$9.49K - $10.5K
|
3.51K
$1.05M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-50- 2.48% |
$9.49K - $10.5K
|
1.97K
$586K
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-50- 0.47% |
$9.49K - $10.5K
|
10.5K
$3.13M
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-50- 0.17% |
$9.49K - $10.5K
|
28.9K
$8.63M
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 98.04% |
$9.49K - $10.5K
|
1
$298
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-50- 4.17% |
$9.49K - $10.5K
|
1.15K
$343K
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-51- 1.86% |
$9.68K - $10.7K
|
2.69K
$802K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 0.04% |
$9.87K - $10.9K
|
132K
$39.4M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-53- 75.71% |
$10.1K - $11.1K
|
17
$5.07K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 20.22% |
$10.3K - $11.3K
|
213
$63.5K
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-54- 1.01% |
$10.3K - $11.3K
|
5.31K
$1.58M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-55- 0.39% |
$10.4K - $11.6K
|
14.1K
$4.2M
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-57- 2.27% |
$10.8K - $12K
|
2.46K
$733K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.32% |
$11K - $12.2K
|
17.8K
$5.31M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-58- 0.57% |
$11K - $12.2K
|
10.2K
$3.04M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-58- 0.23% |
$11K - $12.2K
|
25.7K
$7.65M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-60- 3.26% |
$11.4K - $12.6K
|
1.78K
$530K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-60- 0.41% |
$11.4K - $12.6K
|
14.4K
$4.3M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-61- 1.69% |
$11.6K - $12.8K
|
3.55K
$1.06M
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-61- 2.51% |
$11.6K - $12.8K
|
2.37K
$706K
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-62- 5.07% |
$11.8K - $13K
|
1.16K
$346K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-63- 4.05% |
$12K - $13.2K
|
1.49K
$446K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-63- 2.75% |
$12K - $13.2K
|
2.23K
$665K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63- 4.05% |
$12K - $13.2K
|
1.49K
$446K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-64- 2.45% |
$12.2K - $13.4K
|
2.55K
$760K
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-65- 3.56% |
$12.3K - $13.7K
|
1.76K
$525K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-65- 0.8% |
$12.3K - $13.7K
|
8.07K
$2.41M
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-66- 1.17% |
$12.5K - $13.9K
|
5.6K
$1.67M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-67- 3.01% |
$12.7K - $14.1K
|
2.16K
$644K
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-68- 4.05% |
$12.9K - $14.3K
|
1.61K
$480K
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.05% |
$12.9K - $14.3K
|
146K
$43.4M
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-69- 0.6% |
$13.1K - $14.5K
|
11.4K
$3.39M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-69- 2.19% |
$13.1K - $14.5K
|
3.08K
$918K
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-69- 5.95% |
$13.1K - $14.5K
|
1.09K
$325K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-71- 3.06% |
$13.5K - $14.9K
|
2.25K
$672K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-72- 2.56% |
$13.7K - $15.1K
|
2.74K
$817K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-74- 0.82% |
$14K - $15.5K
|
8.94K
$2.66M
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-74- 1.17% |
$14K - $15.5K
|
6.27K
$1.87M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-75- 16.52% |
$14.2K - $15.8K
|
379
$113K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-75- 1.45% |
$14.2K - $15.8K
|
5.11K
$1.52M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-75- 0.16% |
$14.2K - $15.8K
|
45.5K
$13.6M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-76- 0.89% |
$14.4K - $16K
|
8.51K
$2.54M
|