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 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
9.35K
New
$1.77M - $1.96M
9.35K $2.74M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
9.33K
+ 1.23%
$1.77M - $1.96M
771K $226M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
9.21K
+ 41.31%
$1.75M - $1.93M
31.5K $9.23M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.14K
+ 4.4%
$1.74M - $1.92M
217K $63.6M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
9.09K
+ 91.91%
$1.73M - $1.91M
19K $5.56M
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
9.01K
New
$1.71M - $1.89M
9.01K $2.64M
May 04, 2023 Q1 2023
Oakwell Private Wealth Management, LLC

BUY
 -
9K
+ 3.28%
$1.71M - $1.89M
283K $83M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.94K
+ 2.16%
$1.7M - $1.88M
423K $124M
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
8.86K
+ 12.74%
$1.68M - $1.86M
78.4K $23M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.85K
+ 4.54%
$1.68M - $1.86M
204K $59.8M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
8.81K
+ 59.12%
$1.67M - $1.85M
23.7K $6.95M
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
8.8K
+ 3.65%
$1.67M - $1.85M
250K $73.2M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
8.74K
+ 18.33%
$1.66M - $1.84M
56.4K $16.5M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
8.72K
+ 44.62%
$1.66M - $1.83M
28.3K $8.28M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
8.63K
New
$1.64M - $1.81M
8.63K $2.53M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
8.5K
New
$1.61M - $1.79M
8.5K $2.49M
May 10, 2023 Q1 2023
Zions Bancorporation, N.A.

BUY
 -
8.48K
+ 0.91%
$1.61M - $1.78M
945K $277M
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
8.46K
+ 1.25%
$1.61M - $1.78M
687K $201M
May 10, 2023 Q1 2023
Sepio Capital, LP

BUY
 -
8.45K
+ 143.62%
$1.6M - $1.77M
14.3K $4.2M
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
8.32K
New
$1.58M - $1.75M
8.32K $2.44M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
8.08K
+ 133.13%
$1.53M - $1.7M
14.1K $4.14M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
7.91K
+ 2.31%
$1.5M - $1.66M
350K $103M
Apr 07, 2023 Q1 2023
Wade Financial Advisory, Inc

BUY
 -
7.91K
+ 4.46%
$1.5M - $1.66M
185K $54.3M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
7.9K
+ 7.28%
$1.5M - $1.66M
116K $34.1M
May 08, 2023 Q1 2023
Hc Advisors, LLC

BUY
 -
7.61K
+ 6.0%
$1.45M - $1.6M
134K $39.4M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
7.53K
+ 6.41%
$1.43M - $1.58M
125K $36.6M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.35K
+ 0.7%
$1.4M - $1.54M
1.05M $309M
Apr 19, 2023 Q1 2023
Segment Wealth Management, LLC

BUY
 -
7.27K
+ 2.83%
$1.38M - $1.53M
264K $77.4M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7.18K
+ 0.81%
$1.36M - $1.51M
891K $261M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.1K
+ 3.89%
$1.35M - $1.49M
190K $55.6M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
6.96K
New
$1.32M - $1.46M
6.96K $2.04M
May 02, 2023 Q1 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
6.88K
+ 39.58%
$1.31M - $1.44M
24.3K $7.11M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
6.66K
+ 37.28%
$1.26M - $1.4M
24.5K $7.18M
Apr 12, 2023 Q1 2023
Iron Bridge Private Wealth, LLC

BUY
 -
6.63K
New
$1.26M - $1.39M
6.63K $1.94M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.62K
+ 1.81%
$1.26M - $1.39M
372K $109M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
6.6K
+ 7.36%
$1.25M - $1.39M
96.4K $28.2M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
6.59K
+ 98.49%
$1.25M - $1.38M
13.3K $3.89M
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
6.58K
New
$1.25M - $1.38M
6.58K $1.93M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
6.53K
New
$1.24M - $1.37M
6.53K $1.91M
Apr 21, 2023 Q1 2023
Pachira Investments Inc.

BUY
 -
6.52K
+ 34.54%
$1.24M - $1.37M
25.4K $7.44M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
6.45K
+ 20.0%
$1.22M - $1.35M
38.7K $11.3M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
6.41K
+ 3.97%
$1.22M - $1.35M
168K $49.2M
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
6.31K
+ 3.38%
$1.2M - $1.33M
193K $56.6M
Apr 11, 2023 Q1 2023
Salvus Wealth Management, LLC

BUY
 -
6.17K
New
$1.17M - $1.3M
6.17K $1.81M
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
6.11K
New
$1.16M - $1.28M
6.11K $1.79M
May 11, 2023 Q1 2023
Magnolia Wealth Management, LLC

BUY
 -
6.11K
+ 3.88%
$1.16M - $1.28M
163K $47.9M
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
6.06K
+ 2473.06%
$1.15M - $1.27M
6.3K $1.85M
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
6.02K
+ 8.19%
$1.14M - $1.26M
79.5K $23.3M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
6.02K
New
$1.14M - $1.26M
6.02K $1.76M

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