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 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-926- 9.24% |
$176K - $194K
|
9.1K
$2.77M
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-930- 1.81% |
$177K - $195K
|
50.5K
$15.4M
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-950- 9.82% |
$180K - $200K
|
8.73K
$2.66M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-955- 6.47% |
$181K - $201K
|
13.8K
$4.21M
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-964- 5.06% |
$183K - $202K
|
18.1K
$5.51M
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-969- 25.35% |
$184K - $203K
|
2.85K
$870K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-970- 8.01% |
$184K - $204K
|
11.1K
$3.4M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-975- 1.56% |
$185K - $205K
|
61.7K
$18.8M
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-975- 0.48% |
$185K - $205K
|
204K
$62.2M
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.02K- 1.36% |
$193K - $213K
|
73.3K
$22.4M
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.02K- 1.63% |
$193K - $213K
|
61.5K
$18.7M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.02K- 7.93% |
$193K - $214K
|
11.8K
$3.61M
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.11% |
$195K - $215K
|
31.9K
$9.74M
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.03K- 37.35% |
$195K - $216K
|
1.72K
$525K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 2.85% |
$197K - $218K
|
35.4K
$10.8M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.06K- 2.21% |
$201K - $223K
|
46.9K
$14.3M
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.82% |
$201K - $223K
|
36.5K
$11.1M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 2.7% |
$202K - $223K
|
38.3K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.07K- 17.26% |
$202K - $224K
|
5.11K
$1.56M
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.09K- 26.15% |
$207K - $229K
|
3.08K
$937K
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.09K- 5.79% |
$207K - $229K
|
17.7K
$5.4M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 3.74% |
$208K - $230K
|
28.2K
$8.59M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 0.86% |
$208K - $231K
|
127K
$38.7M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.11K- 4.78% |
$210K - $232K
|
22K
$6.71M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.11K- 46.29% |
$211K - $234K
|
1.29K
$393K
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 0.66% |
$213K - $235K
|
168K
$51.3M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.86% |
$213K - $235K
|
129K
$39.2M
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.14K- 12.67% |
$215K - $238K
|
7.82K
$2.38M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.14K- 20.01% |
$216K - $239K
|
4.56K
$1.39M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 4.09% |
$217K - $240K
|
26.7K
$8.15M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.14K- 1.09% |
$217K - $240K
|
104K
$31.6M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.15K- 14.88% |
$218K - $241K
|
6.56K
$2M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.15K- 7.22% |
$218K - $242K
|
14.8K
$4.51M
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.18K- 1.26% |
$223K - $247K
|
92.5K
$28.2M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.18K- 53.6% |
$223K - $247K
|
1.02K
$311K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.2K- 5.76% |
$228K - $252K
|
19.7K
$5.99M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.21K- 11.12% |
$229K - $253K
|
9.63K
$2.93M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.22K- 2.73% |
$231K - $255K
|
43.3K
$13.2M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.22K- 98.0% |
$232K - $257K
|
25
$7.62K
|
|
May 02, 2023
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.22K- 0.67% |
$232K - $257K
|
182K
$55.4M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.23K- 6.42% |
$233K - $258K
|
17.9K
$5.45M
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.23K- 3.03% |
$234K - $259K
|
39.4K
$12M
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.24K- 3.61% |
$235K - $260K
|
33K
$10.1M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.24K- 1.82% |
$235K - $260K
|
66.9K
$20.4M
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.24K- 18.88% |
$235K - $260K
|
5.33K
$1.62M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.24K- 47.03% |
$236K - $261K
|
1.4K
$427K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.24K- 4.31% |
$236K - $261K
|
27.6K
$8.42M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-1.25K- 5.13% |
$237K - $263K
|
23.1K
$7.04M
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.25K- 41.43% |
$238K - $263K
|
1.77K
$540K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.26K- 1.92% |
$238K - $264K
|
64.1K
$19.5M
|