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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.22K- 25.16% |
$1.56M - $1.73M
|
24.5K
$7.29M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.34K- 2.01% |
$1.58M - $1.75M
|
407K
$121M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.48K- 6.43% |
$1.61M - $1.78M
|
123K
$36.8M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.72K- 45.54% |
$1.66M - $1.83M
|
10.4K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.77K- 3.43% |
$1.66M - $1.84M
|
247K
$73.6M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.11K- 36.59% |
$1.73M - $1.91M
|
15.8K
$4.71M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-9.13K- 4.27% |
$1.73M - $1.92M
|
205K
$61.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-9.22K- 1.95% |
$1.75M - $1.94M
|
462K
$138M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9.23K- 2.6% |
$1.75M - $1.94M
|
345K
$103M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-9.64K- 9.55% |
$1.83M - $2.02M
|
91.3K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-9.83K- 58.43% |
$1.87M - $2.07M
|
7K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.89K- 16.21% |
$1.88M - $2.08M
|
51.1K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.2K- 7.39% |
$1.93M - $2.13M
|
127K
$37.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-10.6K- 6.6% |
$2.02M - $2.24M
|
151K
$44.9M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 6.6% |
$2.02M - $2.24M
|
151K
$44.9M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-10.7K- 47.13% |
$2.02M - $2.24M
|
12K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.7K- 2.46% |
$2.04M - $2.25M
|
426K
$127M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-11.2K- 15.61% |
$2.12M - $2.35M
|
60.4K
$18M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.5K- 2.88% |
$2.19M - $2.42M
|
389K
$116M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.6K- 44.85% |
$2.2M - $2.44M
|
14.3K
$4.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-11.8K- 18.01% |
$2.24M - $2.48M
|
53.8K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-12.1K- 20.81% |
$2.3M - $2.54M
|
46K
$13.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-12.2K- 73.04% |
$2.31M - $2.55M
|
4.49K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.2K- 20.5% |
$2.31M - $2.55M
|
47.2K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-12.3K- 7.72% |
$2.34M - $2.59M
|
147K
$43.9M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-12.4K- 73.17% |
$2.36M - $2.61M
|
4.56K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-12.5K- 1.43% |
$2.36M - $2.62M
|
858K
$256M
|
|
|
May 12, 2023
Q1 2023
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-12.6K- 3.2% |
$2.39M - $2.64M
|
381K
$114M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-12.9K- 2.55% |
$2.45M - $2.71M
|
493K
$147M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-13K- 1.78% |
$2.47M - $2.73M
|
718K
$214M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 23.24% |
$2.48M - $2.74M
|
43.1K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-13.1K- 88.78% |
$2.48M - $2.74M
|
1.65K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-13.1K- 90.44% |
$2.48M - $2.75M
|
1.38K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-13.3K- 0.77% |
$2.52M - $2.79M
|
1.71M
$511M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.3K- 15.5% |
$2.52M - $2.79M
|
72.4K
$21.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-13.7K- 20.1% |
$2.6M - $2.87M
|
54.4K
$16.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.1K- 27.86% |
$2.68M - $2.96M
|
36.5K
$10.9M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.1K- 54.61% |
$2.68M - $2.97M
|
11.8K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-14.2K- 60.0% |
$2.7M - $2.99M
|
9.49K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14.7K- 55.44% |
$2.8M - $3.09M
|
11.8K
$3.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 53.57% |
$2.85M - $3.15M
|
13K
$3.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-15.2K- 14.3% |
$2.88M - $3.18M
|
90.9K
$27.1M
|
|
|
May 15, 2023
Q1 2023
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-15.3K- 1.32% |
$2.9M - $3.21M
|
1.15M
$342M
|
|
|
May 15, 2023
Q1 2023
|
Hernani LP
St. Helier, Y9 |
SELL
|
- |
-15.9K- 1.51% |
$3.01M - $3.33M
|
1.04M
$309M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16K- 87.1% |
$3.04M - $3.36M
|
2.37K
$707K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-16.1K- 1.12% |
$3.06M - $3.38M
|
1.42M
$425M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.1K- 1.73% |
$3.06M - $3.39M
|
919K
$274M
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.2K- 53.22% |
$3.08M - $3.41M
|
14.3K
$4.26M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 13.04% |
$3.18M - $3.51M
|
112K
$33.3M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-17.3K- 54.2% |
$3.28M - $3.62M
|
14.6K
$4.35M
|