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 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-308- 3.78% |
$58.5K - $64.7K
|
7.84K
$2.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-309- 1.56% |
$58.7K - $64.9K
|
19.5K
$5.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-310- 9.77% |
$58.9K - $65.1K
|
2.86K
$854K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-310- 3.84% |
$58.9K - $65.1K
|
7.76K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-311- 7.41% |
$59K - $65.3K
|
3.89K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-313- 1.11% |
$59.4K - $65.7K
|
27.8K
$8.3M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-316- 2.16% |
$60K - $66.4K
|
14.3K
$4.27M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-319- 2.27% |
$60.6K - $67K
|
13.8K
$4.1M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-320- 0.68% |
$60.8K - $67.2K
|
46.9K
$14M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-323- 4.04% |
$61.3K - $67.8K
|
7.67K
$2.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-324- 4.6% |
$61.5K - $68K
|
6.73K
$2.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-325- 14.69% |
$61.7K - $68.3K
|
1.89K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-325- 11.78% |
$61.7K - $68.3K
|
2.43K
$726K
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-325- 1.77% |
$61.7K - $68.3K
|
18.1K
$5.39M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-331- 5.94% |
$62.8K - $69.5K
|
5.24K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-331- 20.46% |
$62.8K - $69.5K
|
1.29K
$384K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-331- 5.94% |
$62.8K - $69.5K
|
5.24K
$1.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-336- 1.78% |
$63.8K - $70.6K
|
18.6K
$5.54M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-338- 1.6% |
$64.2K - $71K
|
20.7K
$6.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-340- 7.33% |
$64.5K - $71.4K
|
4.3K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-342- 47.57% |
$64.9K - $71.8K
|
377
$112K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-350- 16.31% |
$66.4K - $73.5K
|
1.8K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-351- 6.74% |
$66.6K - $73.7K
|
4.85K
$1.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-353- 24.86% |
$67K - $74.1K
|
1.07K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-353- 3.33% |
$67K - $74.1K
|
10.3K
$3.06M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-354- 7.78% |
$67.2K - $74.3K
|
4.2K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-358- 1.02% |
$68K - $75.2K
|
34.7K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-358- 7.22% |
$68K - $75.2K
|
4.6K
$1.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-360- 29.8% |
$68.3K - $75.6K
|
848
$253K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-360- 0.37% |
$68.3K - $75.6K
|
97.4K
$29M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-360- 4.84% |
$68.3K - $75.6K
|
7.07K
$2.11M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-362- 3.12% |
$68.7K - $76K
|
11.2K
$3.35M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-364- 3.6% |
$69.1K - $76.4K
|
9.74K
$2.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-372- 15.9% |
$70.6K - $78.1K
|
1.97K
$587K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-378- 6.46% |
$71.8K - $79.4K
|
5.47K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-382- 5.43% |
$72.5K - $80.2K
|
6.65K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-387- 5.69% |
$73.5K - $81.3K
|
6.41K
$1.91M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-389Closed |
$73.9K - $81.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-390- 28.06% |
$74K - $81.9K
|
1K
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-393- 8.83% |
$74.6K - $82.5K
|
4.06K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-395- 11.89% |
$75K - $83K
|
2.93K
$873K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-396- 17.66% |
$75.2K - $83.2K
|
1.85K
$550K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-398- 11.88% |
$75.6K - $83.6K
|
2.95K
$880K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-399- 0.65% |
$75.8K - $83.8K
|
60.8K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-399- 11.45% |
$75.8K - $83.8K
|
3.09K
$920K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-401- 8.52% |
$76.1K - $84.2K
|
4.31K
$1.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-404- 6.81% |
$76.7K - $84.8K
|
5.53K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-404- 20.51% |
$76.7K - $84.8K
|
1.57K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-405- 35.56% |
$76.9K - $85.1K
|
734
$219K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-405- 5.06% |
$76.9K - $85.1K
|
7.59K
$2.26M
|