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 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-4.26K- 1.51% |
$808K - $894K
|
278K
$84M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.39K- 15.13% |
$833K - $922K
|
24.6K
$7.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.45K- 13.65% |
$845K - $935K
|
28.2K
$8.52M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.49K- 16.29% |
$852K - $943K
|
23.1K
$6.97M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.52K- 61.23% |
$859K - $950K
|
2.86K
$866K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.55K- 26.09% |
$864K - $956K
|
12.9K
$3.9M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4.67K- 59.0% |
$887K - $981K
|
3.25K
$982K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.7K- 20.71% |
$893K - $988K
|
18K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.75K- 9.49% |
$902K - $998K
|
45.3K
$13.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.79K- 3.09% |
$910K - $1.01M
|
151K
$45.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-4.87K- 6.55% |
$924K - $1.02M
|
69.5K
$21M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.89K- 89.19% |
$929K - $1.03M
|
593
$179K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.99K- 96.07% |
$947K - $1.05M
|
204
$61.7K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5K- 1.56% |
$949K - $1.05M
|
315K
$95.2M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.12K- 2.65% |
$973K - $1.08M
|
188K
$56.9M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.13K- 7.04% |
$975K - $1.08M
|
67.7K
$20.5M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-5.22K- 2.31% |
$991K - $1.1M
|
221K
$66.8M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5.24K- 18.04% |
$995K - $1.1M
|
23.8K
$7.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-5.28K- 1.31% |
$1M - $1.11M
|
398K
$120M
|
|
|
May 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-5.28K- 1.31% |
$1M - $1.11M
|
398K
$120M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.36K- 0.43% |
$1.02M - $1.12M
|
1.23M
$371M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.47K- 2.93% |
$1.04M - $1.15M
|
181K
$54.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5.66K- 9.0% |
$1.07M - $1.19M
|
57.2K
$17.3M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5.69K- 3.05% |
$1.08M - $1.19M
|
181K
$54.6M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-5.8K- 8.53% |
$1.1M - $1.22M
|
62.2K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.95K- 2.12% |
$1.13M - $1.25M
|
276K
$83.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.97K- 3.9% |
$1.13M - $1.25M
|
147K
$44.4M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-6.1K- 9.5% |
$1.16M - $1.28M
|
58.1K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.1K- 0.1% |
$1.16M - $1.28M
|
6.19M
$1.87B
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-6.12K- 2.15% |
$1.16M - $1.28M
|
279K
$84.4M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-6.15K- 11.42% |
$1.17M - $1.29M
|
47.7K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 0.27% |
$1.21M - $1.34M
|
2.34M
$707M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.37K- 10.5% |
$1.21M - $1.34M
|
54.3K
$16.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.56K- 50.17% |
$1.24M - $1.38M
|
6.51K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.59K- 8.32% |
$1.25M - $1.38M
|
72.7K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.66K- 1.19% |
$1.27M - $1.4M
|
553K
$167M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.7K- 9.28% |
$1.27M - $1.41M
|
65.5K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-6.79K- 69.99% |
$1.29M - $1.43M
|
2.91K
$880K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.95K- 39.94% |
$1.32M - $1.46M
|
10.5K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.06K- 2.6% |
$1.34M - $1.48M
|
265K
$80.2M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-7.11K- 99.99% |
$1.35M - $1.49M
|
1
$302
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.13K- 57.14% |
$1.35M - $1.5M
|
5.34K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-7.23K- 11.78% |
$1.37M - $1.52M
|
54.1K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.32K- 7.18% |
$1.39M - $1.54M
|
94.7K
$28.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.36K- 3.88% |
$1.4M - $1.55M
|
182K
$55.1M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.37K- 34.9% |
$1.4M - $1.55M
|
13.8K
$4.16M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.41K- 99.69% |
$1.41M - $1.56M
|
23
$6.96K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.84K- 64.08% |
$1.49M - $1.65M
|
4.39K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-7.88K- 33.91% |
$1.5M - $1.66M
|
15.4K
$4.65M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-8.13K- 78.24% |
$1.54M - $1.71M
|
2.26K
$684K
|