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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.89K- 14.24% |
$548K - $607K
|
17.4K
$5.19M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.94K- 12.07% |
$557K - $616K
|
21.4K
$6.38M
|
|
|
May 10, 2023
Q1 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-2.94K- 0.71% |
$559K - $618K
|
413K
$123M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.97K- 47.31% |
$564K - $624K
|
3.31K
$987K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-3.01K- 8.11% |
$572K - $633K
|
34.1K
$10.2M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.03K- 42.91% |
$575K - $636K
|
4.03K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-3.05K- 11.7% |
$579K - $640K
|
23K
$6.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.06K- 33.22% |
$581K - $643K
|
6.15K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.06K- 1.15% |
$581K - $643K
|
263K
$78.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-3.07K- 24.79% |
$583K - $645K
|
9.31K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.1K- 7.51% |
$588K - $650K
|
38.2K
$11.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.16K- 4.36% |
$599K - $663K
|
69.2K
$20.6M
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-3.19K- 9.68% |
$605K - $669K
|
29.7K
$8.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 9.15% |
$608K - $673K
|
31.8K
$9.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.21K- 1.77% |
$609K - $674K
|
178K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.25K- 16.18% |
$617K - $682K
|
16.8K
$5.02M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 12.86% |
$618K - $684K
|
22.1K
$6.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3.3K- 0.73% |
$626K - $692K
|
449K
$134M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.31K- 3.0% |
$628K - $695K
|
107K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.32K- 53.22% |
$630K - $697K
|
2.92K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.38K- 9.69% |
$642K - $710K
|
31.5K
$9.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.47K- 18.7% |
$658K - $728K
|
15.1K
$4.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.48K- 43.06% |
$661K - $731K
|
4.61K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.49K- 99.8% |
$663K - $733K
|
7
$2.09K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.51K- 30.9% |
$665K - $736K
|
7.84K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.56K- 18.49% |
$676K - $748K
|
15.7K
$4.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-3.64K- 26.81% |
$692K - $765K
|
9.95K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.71K- 12.89% |
$704K - $779K
|
25.1K
$7.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.72K- 5.37% |
$705K - $780K
|
65.4K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.73K- 34.36% |
$707K - $782K
|
7.12K
$2.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.77K- 10.56% |
$715K - $791K
|
31.9K
$9.5M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.8K- 50.63% |
$721K - $798K
|
3.7K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.82K- 6.12% |
$725K - $802K
|
58.7K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.83K- 45.71% |
$727K - $804K
|
4.55K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.86K- 7.05% |
$733K - $811K
|
50.9K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.89K- 24.68% |
$738K - $816K
|
11.9K
$3.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-3.92K- 1.63% |
$743K - $822K
|
236K
$70.3M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.94K- 89.41% |
$748K - $828K
|
467
$139K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.98K- 4.74% |
$756K - $836K
|
79.9K
$23.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.99K- 10.33% |
$757K - $837K
|
34.6K
$10.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4K- 2.1% |
$759K - $840K
|
186K
$55.6M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4K- 0.79% |
$759K - $840K
|
499K
$149M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.08K- 10.11% |
$774K - $856K
|
36.3K
$10.8M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09K- 6.55% |
$776K - $858K
|
58.3K
$17.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.09K- 14.24% |
$776K - $859K
|
24.6K
$7.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.1K- 12.01% |
$778K - $861K
|
30K
$8.96M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.11K- 8.41% |
$781K - $864K
|
44.8K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.14K- 6.94% |
$787K - $870K
|
55.6K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.17K- 2.81% |
$792K - $876K
|
144K
$43.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-4.22K- 12.74% |
$802K - $887K
|
28.9K
$8.62M
|