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 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-222K- 88.16% |
$42.1M - $46.6M
|
29.8K
$8.31M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222K- 25.72% |
$42.2M - $46.7M
|
642K
$179M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-251K- 66.19% |
$47.7M - $52.8M
|
128K
$35.8M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-263K- 89.05% |
$49.9M - $55.2M
|
32.3K
$9.02M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-271K- 2.04% |
$51.5M - $56.9M
|
13M
$3.63B
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-277K- 3.05% |
$52.6M - $58.2M
|
8.82M
$2.46B
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-292K- 99.45% |
$55.5M - $61.4M
|
1.61K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-323K- 54.03% |
$61.4M - $67.9M
|
275K
$76.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Trustees Of The Smith College
|
SELL
|
- |
-377K- 66.35% |
$71.5M - $79.1M
|
191K
$53.3M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-503K- 99.51% |
$95.4M - $106M
|
2.47K
$690K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-540K- 68.68% |
$102M - $113M
|
246K
$68.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-867K- 7.1% |
$165M - $182M
|
11.3M
$3.16B
|
|
|
Apr 28, 2023
Q1 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-1.59M- 20.67% |
$302M - $334M
|
6.1M
$1.7B
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-7.1M- 87.9% |
$1.35B - $1.49B
|
978K
$273M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.81M- 98.4% |
$1.48B - $1.64B
|
127K
$35.5M
|