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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-79- 1.28% |
$15K - $16.6K
|
6.1K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-80- 5.75% |
$15.2K - $16.8K
|
1.31K
$391K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-80- 37.74% |
$15.2K - $16.8K
|
132
$39.4K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-80- 0.79% |
$15.2K - $16.8K
|
10.1K
$3M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-81- 0.44% |
$15.4K - $17K
|
18.2K
$5.42M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-82- 0.11% |
$15.6K - $17.2K
|
74K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-82- 0.21% |
$15.6K - $17.2K
|
39.1K
$11.7M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-84- 0.42% |
$15.9K - $17.6K
|
19.8K
$5.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-85- 4.68% |
$16.1K - $17.9K
|
1.73K
$516K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-86- 0.66% |
$16.3K - $18.1K
|
13K
$3.87M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-86- 63.7% |
$16.3K - $18.1K
|
49
$14.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-87- 1.63% |
$16.5K - $18.3K
|
5.24K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-87- 1.56% |
$16.5K - $18.3K
|
5.48K
$1.63M
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-88- 2.76% |
$16.7K - $18.5K
|
3.1K
$924K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 3.4% |
$16.9K - $18.7K
|
2.53K
$755K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-90- 2.2% |
$17.1K - $18.9K
|
4K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-90- 0.17% |
$17.1K - $18.9K
|
51.8K
$15.4M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-90- 5.3% |
$17.1K - $18.9K
|
1.61K
$480K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-91- 0.75% |
$17.3K - $19.1K
|
12K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-91- 1.18% |
$17.3K - $19.1K
|
7.63K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-91- 0.36% |
$17.3K - $19.1K
|
25.1K
$7.49M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-92- 1.61% |
$17.5K - $19.3K
|
5.61K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-93- 0.67% |
$17.7K - $19.5K
|
13.8K
$4.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-94- 1.14% |
$17.8K - $19.7K
|
8.14K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-94- 0.39% |
$17.8K - $19.7K
|
24.2K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-94- 4.97% |
$17.8K - $19.7K
|
1.8K
$536K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-95- 91.35% |
$18K - $20K
|
9
$2.68K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-97- 1.22% |
$18.4K - $20.4K
|
7.87K
$2.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-98- 7.06% |
$18.6K - $20.6K
|
1.29K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-99- 1.79% |
$18.8K - $20.8K
|
5.45K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-100- 3.22% |
$19K - $21K
|
3K
$895K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-100- 0.93% |
$19K - $21K
|
10.6K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.99% |
$19K - $21K
|
10K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-100- 1.61% |
$19K - $21K
|
6.11K
$1.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-101- 1.95% |
$19.2K - $21.2K
|
5.09K
$1.52M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-102- 2.79% |
$19.4K - $21.4K
|
3.55K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-102- 1.72% |
$19.4K - $21.4K
|
5.83K
$1.74M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-102- 5.43% |
$19.4K - $21.4K
|
1.78K
$530K
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-104- 5.12% |
$19.7K - $21.8K
|
1.93K
$574K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-105- 2.25% |
$19.9K - $22.1K
|
4.56K
$1.36M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-108- 1.1% |
$20.5K - $22.7K
|
9.69K
$2.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-109- 6.9% |
$20.7K - $22.9K
|
1.47K
$439K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-109- 0.6% |
$20.7K - $22.9K
|
18K
$5.37M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-109- 22.38% |
$20.7K - $22.9K
|
378
$113K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-109- 88.62% |
$20.7K - $22.9K
|
14
$4.17K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-111- 7.06% |
$21.1K - $23.3K
|
1.46K
$436K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-111- 6.93% |
$21.1K - $23.3K
|
1.49K
$445K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-117- 4.37% |
$22.2K - $24.6K
|
2.56K
$763K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-118- 0.52% |
$22.4K - $24.8K
|
22.8K
$6.79M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-118- 1.27% |
$22.4K - $24.8K
|
9.16K
$2.73M
|