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 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
62.8K+ 23.65% |
$11.9M - $13.2M
|
328K
$96.2M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60.9K+ 29.32% |
$11.6M - $12.8M
|
269K
$78.7M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
59.9KNew |
$11.4M - $12.6M
|
59.9K
$17.6M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58.2K+ 66.67% |
$11M - $12.2M
|
145K
$42.6M
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
55KNew |
$10.4M - $11.6M
|
55K
$16.1M
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
54.5KNew |
$10.4M - $11.4M
|
54.5K
$16M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54.3K+ 2.47% |
$10.3M - $11.4M
|
2.26M
$661M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.2K+ 19.89% |
$10.1M - $11.2M
|
321K
$94M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
52.3K+ 63.07% |
$9.92M - $11M
|
135K
$39.6M
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
51.1K+ 5.33% |
$9.7M - $10.7M
|
1.01M
$296M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.3K+ 20.76% |
$9.55M - $10.6M
|
293K
$85.7M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50K+ 104.31% |
$9.49M - $10.5M
|
97.9K
$28.7M
|
|
May 10, 2023
Q1 2023
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
49.9K+ 17.7% |
$9.47M - $10.5M
|
332K
$97.2M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49.1K+ 8651.94% |
$9.33M - $10.3M
|
49.7K
$14.6M
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
48.6K+ 15.28% |
$9.23M - $10.2M
|
367K
$108M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.7K+ 42.83% |
$9.06M - $10M
|
159K
$46.6M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
46.5K+ 10.51% |
$8.83M - $9.77M
|
489K
$143M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.5K+ 17.48% |
$8.64M - $9.56M
|
306K
$89.7M
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
44.8K+ 25.11% |
$8.51M - $9.42M
|
223K
$65.5M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
44.3K+ 67.66% |
$8.42M - $9.31M
|
110K
$32.2M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
44KNew |
$8.36M - $9.24M
|
44K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.5K+ 587.79% |
$8.25M - $9.13M
|
50.9K
$14.9M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
43.2K+ 3.1% |
$8.2M - $9.08M
|
1.44M
$421M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
43.1KNew |
$8.19M - $9.06M
|
43.1K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
42.7K+ 352.56% |
$8.11M - $8.97M
|
54.9K
$16.1M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
42.4K+ 93.67% |
$8.05M - $8.9M
|
87.6K
$25.7M
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
39.9KNew |
$7.58M - $8.39M
|
39.9K
$11.7M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
39.9K+ 145.81% |
$7.58M - $8.38M
|
67.3K
$19.7M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.7K+ 5.41% |
$7.54M - $8.34M
|
773K
$227M
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39.5K+ 23.07% |
$7.51M - $8.3M
|
211K
$61.8M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
38.2KNew |
$7.24M - $8.01M
|
38.2K
$11.2M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37KNew |
$7.02M - $7.76M
|
37K
$10.8M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.9K+ 261.06% |
$7M - $7.74M
|
51K
$14.9M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
36.4KNew |
$6.91M - $7.64M
|
36.4K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
36.3K+ 40.9% |
$6.9M - $7.63M
|
125K
$36.7M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
34.2K+ 2.83% |
$6.5M - $7.19M
|
1.25M
$365M
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
34.2K+ 204.58% |
$6.49M - $7.18M
|
50.9K
$14.9M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.2K+ 3.74% |
$6.3M - $6.97M
|
920K
$270M
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
32.6K+ 2.43% |
$6.2M - $6.85M
|
1.38M
$403M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
31.9K+ 9.9% |
$6.07M - $6.71M
|
355K
$104M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31.8K+ 216.61% |
$6.03M - $6.67M
|
46.4K
$13.6M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
31.4K+ 101332.26% |
$5.96M - $6.6M
|
31.4K
$9.21M
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
31.1K+ 622.74% |
$5.9M - $6.53M
|
36.1K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31K+ 7.08% |
$5.88M - $6.5M
|
468K
$137M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
30.2K+ 18.83% |
$5.72M - $6.33M
|
190K
$55.8M
|
|
Apr 19, 2023
Q1 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
30.1K+ 7.03% |
$5.71M - $6.32M
|
458K
$134M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29K+ 49.03% |
$5.51M - $6.1M
|
88.3K
$25.9M
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
28.6K+ 4.91% |
$5.42M - $6M
|
610K
$179M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.8K+ 0.96% |
$5.28M - $5.84M
|
2.93M
$859M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27.6K+ 5.2% |
$5.23M - $5.79M
|
557K
$163M
|