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 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
102+ 9.2% |
$19.4K - $21.4K
|
1.21K
$363K
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
101+ 6.84% |
$19.2K - $21.2K
|
1.58K
$473K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
97+ 1.55% |
$18.4K - $20.4K
|
6.35K
$1.91M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
97+ 6.89% |
$18.4K - $20.4K
|
1.5K
$451K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
97+ 5.6% |
$18.4K - $20.4K
|
1.83K
$548K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
96+ 0.07% |
$18.2K - $20.2K
|
139K
$41.6M
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
96+ 2.2% |
$18.2K - $20.2K
|
4.46K
$1.34M
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
95+ 0.33% |
$18K - $20K
|
29.2K
$8.74M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
95+ 3.5% |
$18K - $20K
|
2.81K
$843K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
94+ 0.22% |
$17.8K - $19.7K
|
43.6K
$13.1M
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
93+ 3.54% |
$17.7K - $19.5K
|
2.72K
$817K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
92+ 0.24% |
$17.5K - $19.3K
|
39.1K
$11.7M
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
91+ 0.15% |
$17.3K - $19.1K
|
62.7K
$18.8M
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
90+ 0.49% |
$17.1K - $18.9K
|
18.6K
$5.58M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
90New |
$17.1K - $18.9K
|
90
$27K
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
89+ 0.28% |
$16.9K - $18.7K
|
31.6K
$9.47M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88+ 0.66% |
$16.7K - $18.5K
|
13.4K
$4.03M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
87New |
$16.5K - $18.3K
|
87
$26.1K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
87+ 1.67% |
$16.5K - $18.3K
|
5.29K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
87+ 1.3% |
$16.5K - $18.3K
|
6.8K
$2.04M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 0.14% |
$16.5K - $18.3K
|
63K
$18.9M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 2.45% |
$15.9K - $17.6K
|
3.51K
$1.05M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
83+ 13.43% |
$15.8K - $17.4K
|
701
$210K
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
82+ 0.99% |
$15.6K - $17.2K
|
8.34K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
82+ 0.92% |
$15.6K - $17.2K
|
8.96K
$2.69M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
80+ 0.3% |
$15.2K - $16.8K
|
26.6K
$7.97M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
80+ 3.64% |
$15.2K - $16.8K
|
2.28K
$682K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
80+ 15.41% |
$15.2K - $16.8K
|
599
$180K
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
79+ 0.64% |
$15K - $16.6K
|
12.5K
$3.74M
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
79+ 0.74% |
$15K - $16.6K
|
10.8K
$3.23M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 3.94% |
$14.6K - $16.2K
|
2.03K
$609K
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
77+ 0.63% |
$14.6K - $16.2K
|
12.3K
$3.69M
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
77+ 0.67% |
$14.6K - $16.2K
|
11.6K
$3.49M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
75+ 25.0% |
$14.2K - $15.8K
|
375
$112K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
73+ 0.36% |
$13.9K - $15.3K
|
20.3K
$6.09M
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
72+ 0.77% |
$13.7K - $15.1K
|
9.41K
$2.82M
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
70+ 1.13% |
$13.3K - $14.7K
|
6.26K
$1.88M
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
70New |
$13.3K - $14.7K
|
70
$21K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
69+ 3.09% |
$13.1K - $14.5K
|
2.3K
$691K
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
69+ 0.52% |
$13.1K - $14.5K
|
13.4K
$4.03M
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
69+ 1.92% |
$13.1K - $14.5K
|
3.67K
$1.1M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
67+ 1.29% |
$12.7K - $14.1K
|
5.27K
$1.58M
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
BUY
|
- |
67+ 1.57% |
$12.7K - $14.1K
|
4.33K
$1.3M
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
67+ 0.08% |
$12.7K - $14.1K
|
87.5K
$26.3M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
67+ 0.53% |
$12.7K - $14.1K
|
12.8K
$3.84M
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
66+ 1.95% |
$12.5K - $13.9K
|
3.46K
$1.04M
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
66+ 1.93% |
$12.5K - $13.9K
|
3.48K
$1.04M
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
BUY
|
- |
65+ 0.6% |
$12.3K - $13.7K
|
10.9K
$3.27M
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
65+ 5.49% |
$12.3K - $13.7K
|
1.25K
$375K
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
64+ 5.78% |
$12.2K - $13.4K
|
1.17K
$351K
|