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 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-407- 2.02% |
$77.3K - $85.5K
|
19.8K
$5.89M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-408- 0.78% |
$77.5K - $85.7K
|
51.7K
$15.4M
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-417- 2.75% |
$79.2K - $87.6K
|
14.8K
$4.4M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-427- 1.31% |
$81.1K - $89.7K
|
32.2K
$9.61M
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-431- 8.17% |
$81.8K - $90.5K
|
4.85K
$1.44M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-435- 0.74% |
$82.6K - $91.4K
|
58.2K
$17.4M
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-440- 8.16% |
$83.5K - $92.4K
|
4.95K
$1.48M
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-444- 3.52% |
$84.3K - $93.2K
|
12.2K
$3.63M
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-448- 2.08% |
$85.1K - $94.1K
|
21.1K
$6.3M
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-456- 18.85% |
$86.6K - $95.8K
|
1.96K
$585K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-457- 8.37% |
$86.8K - $96K
|
5K
$1.49M
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-458- 1.54% |
$87K - $96.2K
|
29.2K
$8.71M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-459- 2.01% |
$87.1K - $96.4K
|
22.4K
$6.69M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-461- 10.42% |
$87.5K - $96.8K
|
3.96K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-461- 4.91% |
$87.5K - $96.8K
|
8.93K
$2.66M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-462- 24.72% |
$87.7K - $97K
|
1.41K
$420K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-463- 12.67% |
$87.9K - $97.2K
|
3.19K
$952K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-469- 0.56% |
$89K - $98.5K
|
83.2K
$24.8M
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-472- 3.41% |
$89.6K - $99.1K
|
13.4K
$3.99M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-473- 2.28% |
$89.8K - $99.3K
|
20.3K
$6.04M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-475- 32.12% |
$90.2K - $99.8K
|
1K
$299K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-480- 0.9% |
$91.1K - $101K
|
52.6K
$15.7M
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-485- 16.83% |
$92.1K - $102K
|
2.4K
$715K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-490- 1.23% |
$93K - $103K
|
39.5K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-495- 6.65% |
$94K - $104K
|
6.94K
$2.07M
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-497- 9.48% |
$94.4K - $104K
|
4.74K
$1.41M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-500- 24.61% |
$94.9K - $105K
|
1.53K
$457K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-503- 3.4% |
$95.5K - $106K
|
14.3K
$4.26M
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-503- 5.59% |
$95.5K - $106K
|
8.49K
$2.53M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-508- 4.19% |
$96.4K - $107K
|
11.6K
$3.47M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-510- 1.11% |
$96.8K - $107K
|
45.5K
$13.6M
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-514- 2.76% |
$97.6K - $108K
|
18.1K
$5.39M
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-515- 2.11% |
$97.8K - $108K
|
23.9K
$7.12M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-516- 2.07% |
$98K - $108K
|
24.5K
$7.29M
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-522- 14.73% |
$99.1K - $110K
|
3.02K
$901K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-527- 3.8% |
$100K - $111K
|
13.4K
$3.98M
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-532- 11.56% |
$101K - $112K
|
4.07K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-539- 3.44% |
$102K - $113K
|
15.1K
$4.51M
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-546- 22.56% |
$104K - $115K
|
1.87K
$559K
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-546- 3.06% |
$104K - $115K
|
17.3K
$5.15M
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-548- 9.93% |
$104K - $115K
|
4.97K
$1.48M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-549- 6.64% |
$104K - $115K
|
7.72K
$2.3M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-549- 2.1% |
$104K - $115K
|
25.6K
$7.64M
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-550- 34.79% |
$104K - $116K
|
1.03K
$307K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-553- 5.46% |
$105K - $116K
|
9.57K
$2.85M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-556- 1.47% |
$106K - $117K
|
37.3K
$11.1M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 3.43% |
$106K - $117K
|
15.6K
$4.66M
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-558- 1.04% |
$106K - $117K
|
52.8K
$15.8M
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-561- 16.37% |
$107K - $118K
|
2.87K
$855K
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-561- 16.37% |
$107K - $118K
|
2.87K
$855K
|