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 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17.5K- 6.76% |
$3.33M - $3.68M
|
242K
$72.1M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-18K- 94.93% |
$3.41M - $3.77M
|
959
$286K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-18K- 2.39% |
$3.42M - $3.78M
|
736K
$219M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.6K- 3.29% |
$3.53M - $3.9M
|
546K
$163M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 13.67% |
$3.55M - $3.92M
|
118K
$35.2M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.8K- 3.98% |
$3.56M - $3.94M
|
453K
$135M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.8K- 11.99% |
$3.56M - $3.94M
|
138K
$41.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.1K- 29.35% |
$3.62M - $4.01M
|
46K
$13.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-19.7K- 5.78% |
$3.74M - $4.14M
|
321K
$95.7M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-20.4K- 16.06% |
$3.88M - $4.29M
|
107K
$31.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.6K- 12.66% |
$3.91M - $4.32M
|
142K
$42.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20.7K- 2.84% |
$3.92M - $4.34M
|
707K
$211M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-21.5K- 5.05% |
$4.08M - $4.52M
|
404K
$121M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-22.2K- 3.7% |
$4.21M - $4.66M
|
577K
$172M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-22.2K- 10.3% |
$4.21M - $4.66M
|
193K
$57.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 0.5% |
$4.27M - $4.72M
|
4.49M
$1.34B
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-23K- 6.55% |
$4.37M - $4.83M
|
328K
$97.8M
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-24K- 6.61% |
$4.56M - $5.04M
|
339K
$101M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24.1K- 52.08% |
$4.57M - $5.06M
|
22.2K
$6.61M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.6K- 7.72% |
$4.67M - $5.17M
|
294K
$87.7M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-25.5K- 20.72% |
$4.85M - $5.36M
|
97.6K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-25.8K- 26.92% |
$4.89M - $5.41M
|
69.9K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-26K- 5.39% |
$4.93M - $5.45M
|
456K
$136M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-26.2K- 2.72% |
$4.98M - $5.51M
|
940K
$280M
|
|
|
Apr 12, 2023
Q1 2023
|
Gp Brinson Investments LLC
|
SELL
|
- |
-26.4K- 10.22% |
$5.01M - $5.54M
|
232K
$69.1M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.4K- 91.59% |
$5.01M - $5.55M
|
2.42K
$723K
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-26.5K- 7.48% |
$5.03M - $5.57M
|
328K
$97.7M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-27.1K- 7.59% |
$5.14M - $5.69M
|
330K
$98.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.5K- 1.48% |
$5.21M - $5.76M
|
1.83M
$546M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27.6K- 12.17% |
$5.24M - $5.8M
|
199K
$59.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27.7K- 33.84% |
$5.26M - $5.81M
|
54.1K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-28.9K- 24.23% |
$5.49M - $6.07M
|
90.3K
$26.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-29.3K- 15.44% |
$5.56M - $6.15M
|
161K
$47.9M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-29.3K- 78.23% |
$5.57M - $6.16M
|
8.16K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.4K- 31.88% |
$5.58M - $6.17M
|
62.8K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-29.8K- 64.37% |
$5.66M - $6.26M
|
16.5K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30K- 25.54% |
$5.69M - $6.29M
|
87.3K
$26M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-30.3K- 99.9% |
$5.75M - $6.36M
|
31
$9.24K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-30.4K- 26.66% |
$5.78M - $6.39M
|
83.7K
$25M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.8K- 4.52% |
$5.86M - $6.48M
|
651K
$194M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-32.1K- 72.43% |
$6.09M - $6.74M
|
12.2K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-32.4K- 56.7% |
$6.16M - $6.81M
|
24.8K
$7.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-34.1K- 15.14% |
$6.47M - $7.16M
|
191K
$57M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-34.9K- 20.06% |
$6.63M - $7.33M
|
139K
$41.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-35.7K- 52.65% |
$6.78M - $7.5M
|
32.1K
$9.58M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.2K- 0.29% |
$7.26M - $8.03M
|
13.2M
$3.94B
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.5K- 15.25% |
$7.51M - $8.3M
|
220K
$65.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-40.4K- 62.12% |
$7.66M - $8.48M
|
24.6K
$7.34M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-40.9K- 92.27% |
$7.76M - $8.59M
|
3.43K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-43.5K- 62.5% |
$8.25M - $9.13M
|
26.1K
$7.78M
|