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
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-760- 9.35% |
$144K - $160K
|
7.37K
$2.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-763- 18.35% |
$145K - $160K
|
3.39K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-764- 0.86% |
$145K - $160K
|
87.9K
$26.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-775- 8.96% |
$147K - $163K
|
7.88K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-778- 9.89% |
$148K - $163K
|
7.09K
$2.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-780- 1.99% |
$148K - $164K
|
38.4K
$11.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-782- 32.09% |
$148K - $164K
|
1.66K
$496K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-783- 17.81% |
$149K - $164K
|
3.61K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-790- 0.46% |
$150K - $166K
|
169K
$50.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-791- 1.96% |
$150K - $166K
|
39.5K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-798- 22.67% |
$152K - $168K
|
2.72K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-802- 1.92% |
$152K - $168K
|
41.1K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-816- 5.58% |
$155K - $171K
|
13.8K
$4.14M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-817- 7.76% |
$155K - $172K
|
9.71K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-820- 99.88% |
$156K - $172K
|
1
$300
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-822- 5.05% |
$156K - $173K
|
15.5K
$4.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-827- 0.77% |
$157K - $174K
|
107K
$32.1M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-830- 3.52% |
$158K - $174K
|
22.7K
$6.81M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-831- 22.01% |
$158K - $175K
|
2.95K
$883K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-836- 10.02% |
$159K - $176K
|
7.51K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-844- 18.59% |
$160K - $177K
|
3.7K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-849- 0.83% |
$161K - $178K
|
102K
$30.6M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-865- 12.48% |
$164K - $182K
|
6.07K
$1.82M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-878- 3.22% |
$167K - $184K
|
26.4K
$7.93M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-878- 6.15% |
$167K - $184K
|
13.4K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-882- 0.31% |
$167K - $185K
|
284K
$85.1M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-889- 3.39% |
$169K - $187K
|
25.4K
$7.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-892- 19.18% |
$169K - $187K
|
3.76K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-898- 2.02% |
$170K - $189K
|
43.5K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-903- 5.94% |
$171K - $190K
|
14.3K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-907- 1.93% |
$172K - $190K
|
46K
$13.8M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-909- 7.51% |
$173K - $191K
|
11.2K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-915- 16.1% |
$174K - $192K
|
4.77K
$1.43M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-916- 25.18% |
$174K - $192K
|
2.72K
$816K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-918- 1.65% |
$174K - $193K
|
54.8K
$16.4M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-926- 9.24% |
$176K - $194K
|
9.1K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-930- 1.81% |
$177K - $195K
|
50.5K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-950- 9.82% |
$180K - $200K
|
8.73K
$2.62M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-955- 6.47% |
$181K - $201K
|
13.8K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-964- 5.06% |
$183K - $202K
|
18.1K
$5.42M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-969- 25.35% |
$184K - $203K
|
2.85K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-970- 8.01% |
$184K - $204K
|
11.1K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-975- 1.56% |
$185K - $205K
|
61.7K
$18.5M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-975- 0.48% |
$185K - $205K
|
204K
$61.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.02K- 1.36% |
$193K - $213K
|
73.3K
$22M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.02K- 1.63% |
$193K - $213K
|
61.5K
$18.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.02K- 7.93% |
$193K - $214K
|
11.8K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.11% |
$195K - $215K
|
31.9K
$9.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.03K- 37.35% |
$195K - $216K
|
1.72K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 2.85% |
$197K - $218K
|
35.4K
$10.6M
|