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
|
Fusion Capital, LLC
|
BUY
|
- |
12+ 0.9% |
$2.28K - $2.52K
|
1.35K
$401K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$2.09K - $2.31K
|
21.6K
$6.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11+ 0.41% |
$2.09K - $2.31K
|
2.67K
$795K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.11% |
$2.09K - $2.31K
|
10.1K
$3.01M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
11+ 2.27% |
$2.09K - $2.31K
|
496
$148K
|
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
11+ 0.39% |
$2.09K - $2.31K
|
2.8K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.05% |
$2.09K - $2.31K
|
20.6K
$6.14M
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
11+ 0.39% |
$2.09K - $2.31K
|
2.8K
$834K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.64% |
$1.9K - $2.1K
|
1.57K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
10+ 0.41% |
$1.9K - $2.1K
|
2.47K
$736K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$1.9K - $2.1K
|
10
$2.98K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
9+ 0.04% |
$1.71K - $1.89K
|
20.5K
$6.11M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.09% |
$1.71K - $1.89K
|
9.86K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.13% |
$1.71K - $1.89K
|
7.04K
$2.1M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8+ 0.05% |
$1.52K - $1.68K
|
17.3K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
8+ 0.25% |
$1.52K - $1.68K
|
3.27K
$975K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.57% |
$1.52K - $1.68K
|
1.41K
$419K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7+ 0.04% |
$1.33K - $1.47K
|
18.9K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
7+ 0.4% |
$1.33K - $1.47K
|
1.78K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.15% |
$1.33K - $1.47K
|
4.6K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.33K - $1.47K
|
5.86K
$1.75M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.06% |
$1.33K - $1.47K
|
11.3K
$3.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$1.14K - $1.26K
|
5.73K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6+ 0.25% |
$1.14K - $1.26K
|
2.41K
$718K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6+ 0.41% |
$1.14K - $1.26K
|
1.47K
$437K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.04% |
$1.14K - $1.26K
|
15.1K
$4.5M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
6+ 0.43% |
$1.14K - $1.26K
|
1.41K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6+ 0.26% |
$1.14K - $1.26K
|
2.34K
$699K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5+ 0.03% |
$949 - $1.05K
|
15.2K
$4.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
5+ 0.03% |
$949 - $1.05K
|
14.6K
$4.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5+ 0.03% |
$949 - $1.05K
|
16.5K
$4.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
5+ 0.21% |
$949 - $1.05K
|
2.37K
$707K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.32% |
$949 - $1.05K
|
1.59K
$475K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5+ 0.27% |
$949 - $1.05K
|
1.83K
$544K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.46% |
$949 - $1.05K
|
1.08K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.2% |
$759 - $840
|
1.99K
$594K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 20.0% |
$759 - $840
|
24
$7.16K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4+ 0.51% |
$759 - $840
|
788
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.13% |
$759 - $840
|
3.15K
$938K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
4+ 0.13% |
$759 - $840
|
2.98K
$890K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4+ 0.04% |
$759 - $840
|
9.84K
$2.94M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.1% |
$759 - $840
|
3.93K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.35% |
$759 - $840
|
1.15K
$343K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.01% |
$759 - $840
|
69.6K
$20.7M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.07% |
$759 - $840
|
5.42K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.37% |
$759 - $840
|
1.09K
$325K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.34% |
$759 - $840
|
1.2K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3+ 0.11% |
$570 - $630
|
2.84K
$847K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.28% |
$570 - $630
|
1.09K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.04% |
$570 - $630
|
7.52K
$2.24M
|