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 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-43.5K- 62.5% |
$8.25M - $9.13M
|
26.1K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-45K- 2.05% |
$8.54M - $9.45M
|
2.15M
$649M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45.2K- 98.5% |
$8.59M - $9.5M
|
688
$208K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-46.4K- 17.07% |
$8.81M - $9.75M
|
226K
$68.1M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-47.5K- 97.33% |
$9.02M - $9.98M
|
1.3K
$393K
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-48.4K- 22.34% |
$9.19M - $10.2M
|
168K
$50.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-49.1K- 94.1% |
$9.32M - $10.3M
|
3.08K
$930K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-50.9K- 74.26% |
$9.66M - $10.7M
|
17.6K
$5.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50.9K- 34.98% |
$9.67M - $10.7M
|
94.7K
$28.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-52.3K- 3.61% |
$9.92M - $11M
|
1.4M
$421M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.7K- 15.5% |
$10.4M - $11.5M
|
298K
$90M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-65.7K- 40.51% |
$12.5M - $13.8M
|
96.4K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-66.9K- 23.2% |
$12.7M - $14.1M
|
222K
$66.9M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-68.2K- 88.31% |
$12.9M - $14.3M
|
9.03K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-70.8K- 13.67% |
$13.4M - $14.9M
|
447K
$135M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.8K- 2.84% |
$13.8M - $15.3M
|
2.49M
$750M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76.6K- 3.42% |
$14.5M - $16.1M
|
2.16M
$653M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-79.9K- 47.58% |
$15.2M - $16.8M
|
88.1K
$26.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-81.2K- 51.75% |
$15.4M - $17.1M
|
75.7K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.2K- 1.49% |
$15.8M - $17.5M
|
5.51M
$1.66B
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-83.7K- 85.84% |
$15.9M - $17.6M
|
13.8K
$4.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-88.2K- 89.42% |
$16.7M - $18.5M
|
10.4K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-93.2K- 2.51% |
$17.7M - $19.6M
|
3.63M
$1.09B
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-97.4K- 82.6% |
$18.5M - $20.5M
|
20.5K
$6.19M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.7K- 7.8% |
$18.9M - $20.9M
|
1.18M
$356M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102K- 77.86% |
$19.4M - $21.5M
|
29.1K
$8.78M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-110K- 43.22% |
$20.8M - $23M
|
144K
$43.4M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-110K- 34.96% |
$20.9M - $23.1M
|
205K
$61.8M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-136K- 3.87% |
$25.8M - $28.6M
|
3.38M
$1.02B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-136K- 3.87% |
$25.8M - $28.6M
|
3.38M
$1.02B
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-138K- 8.09% |
$26.1M - $28.9M
|
1.56M
$472M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-140K- 80.37% |
$26.6M - $29.4M
|
34.2K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-149K- 10.04% |
$28.4M - $31.4M
|
1.34M
$404M
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-159K- 95.41% |
$30.2M - $33.4M
|
7.65K
$2.31M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-165K- 97.63% |
$31.2M - $34.6M
|
3.99K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-187K- 80.55% |
$35.6M - $39.4M
|
45.3K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-190K- 98.79% |
$36.1M - $39.9M
|
2.34K
$705K
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-197K- 28.67% |
$37.5M - $41.4M
|
491K
$148M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-208K- 86.13% |
$39.5M - $43.6M
|
33.5K
$10.1M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-222K- 88.16% |
$42.1M - $46.6M
|
29.8K
$9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222K- 25.72% |
$42.2M - $46.7M
|
642K
$194M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-251K- 66.19% |
$47.7M - $52.8M
|
128K
$38.7M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-263K- 89.05% |
$49.9M - $55.2M
|
32.3K
$9.76M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-271K- 2.04% |
$51.5M - $56.9M
|
13M
$3.93B
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-277K- 3.05% |
$52.6M - $58.2M
|
8.82M
$2.66B
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-292K- 99.45% |
$55.5M - $61.4M
|
1.61K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-323K- 54.03% |
$61.4M - $67.9M
|
275K
$83M
|
|
|
Apr 21, 2023
Q1 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-377K- 66.35% |
$71.5M - $79.1M
|
191K
$57.6M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-503K- 99.51% |
$95.4M - $106M
|
2.47K
$747K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-540K- 68.68% |
$102M - $113M
|
246K
$74.3M
|