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 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.06K- 2.21% |
$201K - $223K
|
46.9K
$14M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.82% |
$201K - $223K
|
36.5K
$10.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 2.7% |
$202K - $223K
|
38.3K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.07K- 17.26% |
$202K - $224K
|
5.11K
$1.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.09K- 26.15% |
$207K - $229K
|
3.08K
$917K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.09K- 5.79% |
$207K - $229K
|
17.7K
$5.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 3.74% |
$208K - $230K
|
28.2K
$8.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 0.86% |
$208K - $231K
|
127K
$37.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.11K- 4.78% |
$210K - $232K
|
22K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.11K- 46.29% |
$211K - $234K
|
1.29K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 0.66% |
$213K - $235K
|
168K
$50.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.86% |
$213K - $235K
|
129K
$38.3M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.14K- 12.67% |
$215K - $238K
|
7.82K
$2.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.14K- 20.01% |
$216K - $239K
|
4.56K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 4.09% |
$217K - $240K
|
26.7K
$7.97M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 1.09% |
$217K - $240K
|
104K
$30.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.15K- 14.88% |
$218K - $241K
|
6.56K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.15K- 7.22% |
$218K - $242K
|
14.8K
$4.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.18K- 1.26% |
$223K - $247K
|
92.5K
$27.6M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.18K- 53.6% |
$223K - $247K
|
1.02K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.2K- 5.76% |
$228K - $252K
|
19.7K
$5.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.21K- 11.12% |
$229K - $253K
|
9.63K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.22K- 2.73% |
$231K - $255K
|
43.3K
$12.9M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.22K- 98.0% |
$232K - $257K
|
25
$7.46K
|
|
|
May 02, 2023
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.22K- 0.67% |
$232K - $257K
|
182K
$54.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.23K- 6.42% |
$233K - $258K
|
17.9K
$5.34M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.23K- 3.03% |
$234K - $259K
|
39.4K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.24K- 3.61% |
$235K - $260K
|
33K
$9.84M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.24K- 1.82% |
$235K - $260K
|
66.9K
$19.9M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.24K- 18.88% |
$235K - $260K
|
5.33K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.24K- 47.03% |
$236K - $261K
|
1.4K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.24K- 4.31% |
$236K - $261K
|
27.6K
$8.24M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-1.25K- 5.13% |
$237K - $263K
|
23.1K
$6.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.25K- 41.43% |
$238K - $263K
|
1.77K
$528K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.26K- 1.92% |
$238K - $264K
|
64.1K
$19.1M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 3.6% |
$241K - $266K
|
34K
$10.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 64.67% |
$242K - $268K
|
697
$208K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.28K- 32.41% |
$242K - $268K
|
2.66K
$794K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.29K- 53.43% |
$244K - $270K
|
1.12K
$334K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.3K- 6.17% |
$247K - $274K
|
19.8K
$5.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.32K- 12.3% |
$250K - $276K
|
9.38K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.32K- 0.37% |
$250K - $276K
|
356K
$106M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.32K- 5.22% |
$251K - $277K
|
24K
$7.15M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.37K- 9.9% |
$259K - $287K
|
12.4K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 9.87% |
$259K - $287K
|
12.5K
$3.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.38K- 4.18% |
$262K - $289K
|
31.6K
$9.42M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.39K- 4.12% |
$263K - $291K
|
32.3K
$9.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.4K- 29.94% |
$265K - $293K
|
3.27K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.4K- 51.66% |
$266K - $294K
|
1.31K
$391K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.43K- 18.77% |
$271K - $300K
|
6.18K
$1.84M
|