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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3+ 0.18% |
$570 - $630
|
1.7K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.08% |
$570 - $630
|
3.98K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.11% |
$570 - $630
|
2.74K
$816K
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3+ 0.27% |
$570 - $630
|
1.11K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3+ 0.07% |
$570 - $630
|
4.04K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
3+ 0.01% |
$570 - $630
|
30K
$8.95M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.11% |
$570 - $630
|
2.74K
$816K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2+ 0.72% |
$380 - $420
|
279
$83.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.57% |
$380 - $420
|
351
$105K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$380 - $420
|
1.82K
$544K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$380 - $420
|
4.88K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$380 - $420
|
2.08K
$620K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.06% |
$380 - $420
|
3.08K
$919K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$380 - $420
|
2.43K
$724K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.46% |
$380 - $420
|
436
$130K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$380 - $420
|
1.08K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2New |
$380 - $420
|
2
$596
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2+ 0.02% |
$380 - $420
|
9.59K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.39% |
$380 - $420
|
517
$154K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2+ 0.07% |
$380 - $420
|
2.74K
$818K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$190 - $210
|
5.04K
$1.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.04% |
$190 - $210
|
97
$28.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.0% |
$190 - $210
|
27.5K
$8.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.06% |
$190 - $210
|
1.54K
$460K
|
|
|
Apr 14, 2023
Q1 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1+ 0.07% |
$190 - $210
|
1.52K
$452K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.05% |
$190 - $210
|
1.97K
$588K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$190 - $210
|
4.84K
$1.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$190 - $210
|
4.42K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
1+ 0.02% |
$190 - $210
|
4.87K
$1.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 3.13% |
$190 - $210
|
33
$9.84K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.05% |
$190 - $210
|
1.83K
$547K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$190 - $210
|
2.79K
$831K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$190 - $210
|
10.8K
$3.22M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$190 - $210
|
4.93K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$190 - $210
|
3.07K
$916K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.34% |
$190 - $210
|
291
$86.8K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.06% |
$190 - $210
|
1.56K
$464K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.06% |
$190 - $210
|
1.81K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.04% |
$190 - $210
|
2.69K
$802K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.78% |
$190 - $210
|
130
$38.8K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.06% |
$190 - $210
|
1.77K
$529K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.08% |
$190 - $210
|
1.26K
$377K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$190 - $210
|
1.98K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$190 - $210
|
1K
$298K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.04% |
$190 - $210
|
2.69K
$802K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.05% |
$190 - $210
|
1.98K
$590K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.76% |
$190 - $210
|
133
$39.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$190 - $210
|
20.1K
$6M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.06% |
$190 - $210
|
1.77K
$527K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1- 0.04% |
$190 - $210
|
2.77K
$827K
|