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 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-162- 2.71% |
$30.8K - $34K
|
5.81K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-165- 0.17% |
$31.3K - $34.7K
|
96.8K
$29.2M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-166- 1.89% |
$31.5K - $34.9K
|
8.64K
$2.61M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-167- 25.46% |
$31.7K - $35.1K
|
489
$148K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-168- 70.0% |
$31.9K - $35.3K
|
72
$21.7K
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-169- 14.7% |
$32.1K - $35.5K
|
981
$296K
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-169- 1.41% |
$32.1K - $35.5K
|
11.8K
$3.57M
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-170- 0.97% |
$32.3K - $35.7K
|
17.3K
$5.23M
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-172- 1.38% |
$32.7K - $36.1K
|
12.3K
$3.72M
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-173- 7.36% |
$32.8K - $36.3K
|
2.18K
$658K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-176- 5.28% |
$33.4K - $37K
|
3.16K
$954K
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-178- 14.15% |
$33.8K - $37.4K
|
1.08K
$326K
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-182- 1.6% |
$34.6K - $38.2K
|
11.2K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-183- 0.82% |
$34.7K - $38.4K
|
22.1K
$6.66M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-184- 2.25% |
$34.9K - $38.6K
|
7.98K
$2.41M
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-185- 7.24% |
$35.1K - $38.9K
|
2.37K
$715K
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-187- 6.26% |
$35.5K - $39.3K
|
2.8K
$846K
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-187- 3.61% |
$35.5K - $39.3K
|
5K
$1.51M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-187- 0.27% |
$35.5K - $39.3K
|
69.1K
$20.8M
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-188- 2.62% |
$35.7K - $39.5K
|
6.99K
$2.11M
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.27% |
$35.7K - $39.5K
|
8.1K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-188- 0.31% |
$35.7K - $39.5K
|
60.2K
$18.2M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-189- 3.96% |
$35.9K - $39.7K
|
4.58K
$1.38M
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-189- 13.44% |
$35.9K - $39.7K
|
1.22K
$367K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-189- 0.22% |
$35.9K - $39.7K
|
85K
$25.7M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-194- 1.53% |
$36.8K - $40.7K
|
12.4K
$3.76M
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-195- 8.42% |
$37K - $41K
|
2.12K
$640K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-198- 1.07% |
$37.6K - $41.6K
|
18.3K
$5.52M
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-198- 4.06% |
$37.6K - $41.6K
|
4.68K
$1.41M
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-198- 6.97% |
$37.6K - $41.6K
|
2.64K
$797K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-199- 0.61% |
$37.8K - $41.8K
|
32.6K
$9.85M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-199- 0.63% |
$37.8K - $41.8K
|
31.5K
$9.49M
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-200- 0.61% |
$38K - $42K
|
32.4K
$9.79M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-200- 8.04% |
$38K - $42K
|
2.29K
$691K
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-201- 1.39% |
$38.2K - $42.2K
|
14.3K
$4.31M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-202- 0.67% |
$38.3K - $42.4K
|
29.8K
$8.99M
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-203- 9.73% |
$38.5K - $42.6K
|
1.88K
$569K
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-203- 1.07% |
$38.5K - $42.6K
|
18.7K
$5.65M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-203- 4.2% |
$38.5K - $42.6K
|
4.63K
$1.4M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-204- 0.85% |
$38.7K - $42.8K
|
23.8K
$7.18M
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-205- 4.47% |
$38.9K - $43.1K
|
4.38K
$1.32M
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-206- 25.43% |
$39.1K - $43.3K
|
604
$182K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-208- 1.88% |
$39.5K - $43.7K
|
10.8K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-208- 10.18% |
$39.5K - $43.7K
|
1.84K
$554K
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-212- 0.6% |
$40.2K - $44.5K
|
35.4K
$10.7M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-213- 0.91% |
$40.4K - $44.7K
|
23.2K
$6.99M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-215- 2.0% |
$40.8K - $45.2K
|
10.6K
$3.18M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-216- 0.28% |
$41K - $45.4K
|
76K
$22.9M
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-220- 1.12% |
$41.8K - $46.2K
|
19.5K
$5.88M
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-220- 0.87% |
$41.8K - $46.2K
|
25.1K
$7.58M
|