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
Apr 27, 2023 Q1 2023
Marietta Wealth Management, LLC

BUY
 -
2.89K
+ 100.0%
$549K - $607K
5.78K $1.73M
Apr 14, 2023 Q1 2023
Ervin Investment Management, LLC

BUY
 -
2.88K
New
$547K - $605K
2.88K $864K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.88K
+ 31.26%
$547K - $605K
12.1K $3.63M
May 05, 2023 Q1 2023
Prudent Man Advisors, LLC

BUY
 -
2.87K
+ 1.48%
$544K - $602K
197K $59.1M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.82K
+ 25.75%
$536K - $593K
13.8K $4.13M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
2.82K
+ 2.57%
$535K - $592K
112K $33.7M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
2.79K
New
$529K - $585K
2.79K $836K
Apr 20, 2023 Q1 2023
Life Guide Financial Advisors, LLC

BUY
 -
2.78K
+ 5.76%
$528K - $584K
51K $15.3M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2.78K
+ 1.26%
$527K - $583K
224K $67.1M
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.74K
+ 94.17%
$521K - $576K
5.66K $1.7M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.73K
+ 6.6%
$517K - $572K
44K $13.2M
Apr 17, 2023 Q1 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
2.72K
New
$516K - $571K
2.72K $815K
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
2.69K
+ 18.31%
$511K - $566K
17.4K $5.22M
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
2.66K
New
$505K - $559K
2.66K $798K
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
2.65K
+ 24.32%
$503K - $557K
13.6K $4.06M
May 04, 2023 Q1 2023
Shayne & Co., LLC

BUY
 -
2.65K
+ 3.03%
$503K - $556K
90K $27M
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
2.64K
+ 13.91%
$501K - $554K
21.6K $6.48M
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
2.58K
+ 80.02%
$489K - $541K
5.79K $1.74M
May 03, 2023 Q1 2023
Fiduciary Counselling Inc

BUY
 -
2.57K
+ 72.5%
$488K - $540K
6.12K $1.83M
May 12, 2023 Q1 2023
Jackson Wealth Management, LLC

BUY
 -
2.56K
New
$486K - $537K
2.56K $767K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
2.53K
New
$481K - $532K
2.53K $759K
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
2.45K
+ 3.61%
$465K - $515K
70.3K $21.1M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
2.44K
+ 3.64%
$464K - $513K
69.5K $20.8M
May 09, 2023 Q1 2023
Warwick Investment Management, Inc.

BUY
 -
2.43K
+ 3.64%
$462K - $511K
69.2K $20.7M
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.43K
+ 5.01%
$460K - $509K
50.8K $15.2M
May 12, 2023 Q1 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
2.42K
New
$460K - $509K
2.42K $727K
May 02, 2023 Q1 2023
Lvw Advisors, LLC

BUY
 -
2.4K
+ 120.39%
$455K - $503K
4.39K $1.32M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.4K
+ 15.16%
$455K - $503K
18.2K $5.46M
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.38K
+ 23.23%
$452K - $500K
12.6K $3.79M
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.37K
+ 2.51%
$450K - $498K
96.7K $29M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2.36K
New
$448K - $496K
2.36K $708K
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
2.35K
New
$445K - $492K
2.35K $703K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.31K
+ 5.97%
$439K - $485K
41K $12.3M
May 05, 2023 Q1 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
2.31K
+ 10.31%
$439K - $485K
24.7K $7.41M
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
2.29K
+ 2.48%
$436K - $482K
94.7K $28.4M
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
2.29K
New
$435K - $482K
2.29K $688K
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
2.27K
New
$431K - $477K
2.27K $681K
May 08, 2023 Q1 2023
Smart Money Group LLC

BUY
 -
2.26K
+ 14.1%
$428K - $474K
18.3K $5.47M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.22K
+ 2.28%
$422K - $466K
99.8K $29.9M
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
2.22K
New
$421K - $466K
2.22K $665K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
2.2K
New
$418K - $462K
2.2K $660K
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
2.19K
+ 12.8%
$415K - $460K
19.3K $5.78M
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
2.18K
+ 28.71%
$414K - $458K
9.78K $2.93M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2.17K
+ 17.36%
$413K - $457K
14.7K $4.41M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.17K
+ 6.42%
$411K - $455K
35.9K $10.8M
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
2.16K
New
$411K - $454K
2.16K $649K
May 10, 2023 Q1 2023
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
2.15K
+ 1.46%
$408K - $452K
149K $44.8M
May 03, 2023 Q1 2023
Tfo Tdc, LLC

BUY
 -
2.13K
+ 62.19%
$403K - $446K
5.54K $1.66M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.11K
+ 81.75%
$400K - $442K
4.68K $1.4M

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