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 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.43K- 2.47% |
$271K - $300K
|
56.4K
$16.8M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 19.24% |
$271K - $300K
|
5.99K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.45K- 2.99% |
$276K - $305K
|
47.2K
$14.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.47K- 49.38% |
$278K - $308K
|
1.5K
$448K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.47K- 7.38% |
$280K - $309K
|
18.5K
$5.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-1.5K- 14.01% |
$284K - $314K
|
9.19K
$2.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.5K- 48.43% |
$285K - $315K
|
1.6K
$476K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.52K- 3.77% |
$288K - $318K
|
38.7K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.52K- 10.6% |
$288K - $319K
|
12.8K
$3.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.53K- 0.38% |
$290K - $321K
|
396K
$118M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.54K- 18.87% |
$292K - $323K
|
6.61K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.54K- 50.11% |
$292K - $323K
|
1.53K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.54K- 0.86% |
$293K - $324K
|
178K
$53.2M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.56K- 8.31% |
$296K - $328K
|
17.2K
$5.14M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.56K- 3.95% |
$297K - $328K
|
38K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.58K- 8.99% |
$299K - $331K
|
15.9K
$4.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.58K- 0.64% |
$300K - $332K
|
244K
$72.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.59K- 1.36% |
$301K - $333K
|
115K
$34.3M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.59K- 8.34% |
$302K - $334K
|
17.5K
$5.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.61K- 16.22% |
$305K - $337K
|
8.3K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.62K- 31.33% |
$307K - $339K
|
3.54K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.63K- 4.55% |
$310K - $343K
|
34.2K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.66K- 5.23% |
$316K - $349K
|
30.2K
$9M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 1.29% |
$316K - $350K
|
127K
$38M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.69K- 3.9% |
$320K - $354K
|
41.6K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 6.12% |
$327K - $361K
|
26.4K
$7.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.72K- 40.43% |
$327K - $361K
|
2.54K
$756K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.74K- 5.78% |
$330K - $365K
|
28.4K
$8.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.75K- 3.56% |
$332K - $368K
|
47.5K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.76K- 38.29% |
$333K - $369K
|
2.83K
$843K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.76K- 1.38% |
$334K - $370K
|
126K
$37.6M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.76K- 11.02% |
$335K - $370K
|
14.2K
$4.25M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.77K- 10.78% |
$335K - $371K
|
14.6K
$4.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.8K- 11.54% |
$341K - $377K
|
13.8K
$4.11M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-1.8K- 14.79% |
$341K - $377K
|
10.3K
$3.09M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.81K- 45.9% |
$343K - $380K
|
2.13K
$636K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.82K- 43.11% |
$345K - $381K
|
2.4K
$714K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.85K- 50.96% |
$351K - $388K
|
1.78K
$530K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.86K- 53.21% |
$353K - $390K
|
1.63K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.87K- 14.4% |
$355K - $392K
|
11.1K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.88K- 29.59% |
$356K - $394K
|
4.46K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.88K- 4.24% |
$357K - $394K
|
42.4K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.88K- 3.42% |
$357K - $395K
|
53.1K
$15.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.89K- 29.2% |
$359K - $398K
|
4.59K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.9K- 3.46% |
$360K - $398K
|
52.8K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.9K- 51.42% |
$361K - $400K
|
1.8K
$536K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.93K- 32.14% |
$365K - $404K
|
4.06K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 20.56% |
$374K - $414K
|
7.62K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 8.35% |
$376K - $416K
|
21.8K
$6.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2K- 8.26% |
$380K - $421K
|
22.3K
$6.64M
|