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 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.01K- 7.38% |
$381K - $422K
|
25.2K
$7.63M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-2.02K- 0.19% |
$383K - $424K
|
1.08M
$327M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.03K- 15.08% |
$385K - $426K
|
11.4K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 1.19% |
$386K - $427K
|
169K
$51.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.04K- 1.16% |
$386K - $427K
|
173K
$52.4M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.04K- 27.74% |
$388K - $429K
|
5.32K
$1.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.06K- 12.33% |
$390K - $432K
|
14.6K
$4.42M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2.07K- 1.53% |
$394K - $435K
|
133K
$40.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.07K- 57.84% |
$394K - $436K
|
1.51K
$457K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-2.09K- 35.33% |
$396K - $438K
|
3.82K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.1K- 4.51% |
$399K - $441K
|
44.4K
$13.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.12K- 25.97% |
$403K - $446K
|
6.05K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.13K- 66.22% |
$404K - $447K
|
1.09K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.13K- 1.63% |
$405K - $448K
|
129K
$38.9M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.14K- 13.03% |
$407K - $450K
|
14.3K
$4.32M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.15K- 49.64% |
$409K - $452K
|
2.18K
$661K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.2K- 1.74% |
$418K - $463K
|
125K
$37.7M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.22K- 1.11% |
$422K - $467K
|
198K
$60M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.24K- 2.27% |
$425K - $470K
|
96.3K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.25K- 2.38% |
$426K - $471K
|
92K
$27.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.27K- 12.91% |
$430K - $476K
|
15.3K
$4.62M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.27K- 25.93% |
$430K - $476K
|
6.48K
$1.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.3K- 5.6% |
$437K - $484K
|
38.9K
$11.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 18.67% |
$438K - $484K
|
10.1K
$3.04M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.32K- 46.51% |
$440K - $486K
|
2.66K
$805K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.32K- 39.41% |
$441K - $487K
|
3.57K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.33K- 16.01% |
$442K - $489K
|
12.2K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.41K- 29.13% |
$458K - $507K
|
5.87K
$1.78M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.42K- 42.53% |
$459K - $508K
|
3.27K
$989K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.42K- 14.23% |
$459K - $508K
|
14.6K
$4.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-2.42K- 22.89% |
$460K - $509K
|
8.16K
$2.47M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.44K- 12.54% |
$463K - $512K
|
17K
$5.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.46K- 5.74% |
$467K - $516K
|
40.4K
$12.2M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.46K- 2.15% |
$468K - $517K
|
112K
$33.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.47K- 11.0% |
$468K - $518K
|
20K
$6.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-2.47K- 10.49% |
$469K - $518K
|
21.1K
$6.37M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.49K- 2.18% |
$473K - $523K
|
112K
$33.8M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2.54K- 9.82% |
$482K - $533K
|
23.3K
$7.05M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.56K- 10.61% |
$485K - $537K
|
21.5K
$6.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.56K- 8.43% |
$485K - $537K
|
27.8K
$8.4M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 5.99% |
$501K - $554K
|
41.4K
$12.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.7K- 12.07% |
$512K - $566K
|
19.6K
$5.94M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.7K- 33.76% |
$513K - $567K
|
5.3K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.74K- 12.96% |
$520K - $575K
|
18.4K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.74K- 7.16% |
$520K - $575K
|
35.5K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.75K- 38.4% |
$523K - $578K
|
4.42K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.82K- 1.71% |
$534K - $591K
|
162K
$49.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.82K- 26.32% |
$536K - $592K
|
7.9K
$2.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-2.86K- 0.47% |
$543K - $601K
|
603K
$182M
|
|
|
May 01, 2023
Q1 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-2.89K- 2.56% |
$548K - $606K
|
110K
$33.3M
|