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
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
26+ 21.49% |
$4.94K - $5.46K
|
147
$43.8K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
26+ 1.02% |
$4.94K - $5.46K
|
2.58K
$768K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
26+ 0.14% |
$4.94K - $5.46K
|
18.6K
$5.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 1.52% |
$4.75K - $5.25K
|
1.67K
$498K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
25+ 0.05% |
$4.75K - $5.25K
|
50.4K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.38% |
$4.75K - $5.25K
|
6.62K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
25+ 1.68% |
$4.75K - $5.25K
|
1.51K
$451K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
25+ 1.07% |
$4.75K - $5.25K
|
2.37K
$706K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
24+ 0.3% |
$4.56K - $5.04K
|
8.16K
$2.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
23+ 1.61% |
$4.37K - $4.83K
|
1.45K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
23+ 0.62% |
$4.37K - $4.83K
|
3.72K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22+ 0.7% |
$4.18K - $4.62K
|
3.19K
$950K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
22+ 0.46% |
$4.18K - $4.62K
|
4.85K
$1.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
21+ 1.37% |
$3.99K - $4.41K
|
1.55K
$462K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 0.33% |
$3.8K - $4.2K
|
6.07K
$1.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
20+ 0.25% |
$3.8K - $4.2K
|
7.93K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
20+ 0.25% |
$3.8K - $4.2K
|
8.11K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
20+ 0.38% |
$3.8K - $4.2K
|
5.32K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
20+ 0.49% |
$3.8K - $4.2K
|
4.13K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
20+ 0.22% |
$3.8K - $4.2K
|
8.96K
$2.67M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
19+ 0.97% |
$3.61K - $3.99K
|
1.97K
$587K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
18+ 1.27% |
$3.42K - $3.78K
|
1.44K
$429K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
18+ 1.32% |
$3.42K - $3.78K
|
1.38K
$412K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 0.11% |
$3.42K - $3.78K
|
16.9K
$5.04M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
18+ 0.39% |
$3.42K - $3.78K
|
4.61K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
18+ 0.01% |
$3.42K - $3.78K
|
132K
$39.3M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 1.01% |
$3.23K - $3.57K
|
1.71K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.41% |
$3.23K - $3.57K
|
4.2K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
16+ 0.26% |
$3.04K - $3.36K
|
6.24K
$1.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
16+ 0.19% |
$3.04K - $3.36K
|
8.61K
$2.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
16New |
$3.04K - $3.36K
|
16
$4.77K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16+ 0.41% |
$3.04K - $3.36K
|
3.94K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
16New |
$3.04K - $3.36K
|
16
$4.77K
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$3.04K - $3.36K
|
4.05K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
16+ 0.27% |
$3.04K - $3.36K
|
6K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 0.92% |
$3.04K - $3.36K
|
1.75K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.28% |
$3.04K - $3.36K
|
5.78K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
16+ 0.67% |
$3.04K - $3.36K
|
2.39K
$714K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
16+ 0.3% |
$3.04K - $3.36K
|
5.41K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
15+ 0.04% |
$2.85K - $3.15K
|
38.2K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14+ 0.25% |
$2.66K - $2.94K
|
5.51K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
14+ 0.11% |
$2.66K - $2.94K
|
12.5K
$3.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.39% |
$2.47K - $2.73K
|
3.33K
$993K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
13+ 0.43% |
$2.47K - $2.73K
|
3.03K
$904K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
13+ 0.11% |
$2.47K - $2.73K
|
12.3K
$3.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
13+ 0.28% |
$2.47K - $2.73K
|
4.69K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
13+ 0.19% |
$2.47K - $2.73K
|
6.89K
$2.06M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
13+ 0.01% |
$2.47K - $2.73K
|
117K
$34.7M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.37% |
$2.28K - $2.52K
|
3.22K
$961K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.38% |
$2.28K - $2.52K
|
3.2K
$954K
|