Purchases and Sales Made in Q1 2023 in Vanguard Total Stock Market Et (VTI)

VTI Quotes by TradingView

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 04, 2023 Q1 2023
Hardy Reed LLC

BUY
 -
15K
+ 2.11%
$2.84M - $3.15M
726K $218M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
14.9K
+ 63.17%
$2.83M - $3.13M
38.5K $11.5M
May 11, 2023 Q1 2023
Schroder Investment Management Group

London, X0
BUY
 -
14.8K
+ 55.49%
$2.8M - $3.1M
41.4K $12.4M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
14.5K
New
$2.75M - $3.04M
14.5K $4.35M
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
14.4K
+ 2843.5%
$2.74M - $3.03M
15K $4.48M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
14.3K
+ 5.1%
$2.71M - $3M
294K $88.2M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
14.3K
+ 1.86%
$2.71M - $3M
781K $234M
Apr 10, 2023 Q1 2023
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
14.3K
+ 5.32%
$2.71M - $2.99M
282K $84.6M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
14.2K
New
$2.69M - $2.97M
14.2K $4.25M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
14.1K
+ 86.29%
$2.69M - $2.97M
30.5K $9.16M
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
13.8K
+ 4.8%
$2.62M - $2.9M
301K $90.4M
May 15, 2023 Q1 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
13.6K
New
$2.59M - $2.86M
13.6K $4.09M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
13.4K
+ 15.33%
$2.55M - $2.82M
101K $30.3M
May 15, 2023 Q1 2023
Cabot Wellington, LLC

Boston, MA
BUY
 -
13.4K
+ 2.58%
$2.55M - $2.82M
535K $160M
Apr 26, 2023 Q1 2023
Satovsky Asset Management LLC

BUY
 -
13.4K
+ 42.16%
$2.55M - $2.82M
45.3K $13.6M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
13.2K
New
$2.5M - $2.77M
13.2K $3.95M
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
13K
+ 6.19%
$2.47M - $2.73M
223K $66.9M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
13K
+ 354.3%
$2.46M - $2.72M
16.6K $4.98M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
12.6K
+ 0.13%
$2.39M - $2.64M
9.63M $2.89B
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
12.5K
New
$2.38M - $2.63M
12.5K $3.76M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
12.2K
New
$2.31M - $2.55M
12.2K $3.65M
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
12.1K
+ 7.63%
$2.3M - $2.55M
171K $51.3M
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
11.8K
+ 28.15%
$2.25M - $2.49M
53.9K $16.2M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
11.4K
+ 0.15%
$2.16M - $2.39M
7.83M $2.35B
Apr 14, 2023 Q1 2023
Gleason Group, Inc.

BUY
 -
11.3K
+ 6.53%
$2.15M - $2.38M
185K $55.4M
Apr 17, 2023 Q1 2023
Compass Ion Advisors, LLC

BUY
 -
11.2K
+ 8.46%
$2.13M - $2.36M
144K $43.1M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
11.1K
+ 80.7%
$2.11M - $2.33M
24.9K $7.46M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
11K
+ 35.18%
$2.08M - $2.3M
42.1K $12.6M
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
10.9K
New
$2.07M - $2.29M
10.9K $3.27M
May 02, 2023 Q1 2023
Sym Financial Corp

BUY
 -
10.6K
+ 7.98%
$2.01M - $2.22M
143K $43M
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
10.6K
+ 6.41%
$2.01M - $2.22M
176K $52.7M
Apr 27, 2023 Q1 2023
Northstar Group, Inc.

BUY
 -
10.6K
+ 7.3%
$2.01M - $2.22M
155K $46.6M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
10.5K
+ 4.62%
$1.98M - $2.2M
237K $71M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
10.4K
+ 15.18%
$1.98M - $2.19M
79.3K $23.8M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
10.3K
+ 2.73%
$1.95M - $2.16M
387K $116M
Apr 06, 2023 Q1 2023
Jvl Associates LLC

BUY
 -
10.3K
+ 7.38%
$1.95M - $2.15M
149K $44.7M
Apr 26, 2023 Q1 2023
Bard Financial Services, Inc.

BUY
 -
10.3K
New
$1.95M - $2.15M
10.3K $3.07M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
10.1K
+ 96.25%
$1.92M - $2.13M
20.7K $6.19M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
10.1K
+ 645.96%
$1.91M - $2.12M
11.6K $3.49M
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
BUY
 -
10.1K
+ 11.24%
$1.91M - $2.11M
99.7K $29.9M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
10K
+ 4.41%
$1.9M - $2.1M
237K $71.2M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
10K
+ 3.74%
$1.9M - $2.1M
277K $83.2M
May 01, 2023 Q1 2023
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
9.97K
+ 47.48%
$1.89M - $2.09M
31K $9.28M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
9.76K
+ 8.47%
$1.85M - $2.05M
125K $37.5M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
9.72K
+ 21.4%
$1.84M - $2.04M
55.1K $16.5M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
9.69K
+ 3.89%
$1.84M - $2.03M
259K $77.5M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
9.57K
+ 9.01%
$1.82M - $2.01M
116K $34.7M
May 02, 2023 Q1 2023
Mayport, LLC

BUY
 -
9.51K
+ 30.78%
$1.8M - $2M
40.4K $12.1M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
9.4K
New
$1.78M - $1.97M
9.4K $2.82M

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