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 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.07K+ 1.18% |
$393K - $435K
|
177K
$51.9M
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.07K+ 2.86% |
$392K - $434K
|
74.4K
$21.8M
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.03K+ 7.58% |
$385K - $426K
|
28.8K
$8.43M
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 4.42% |
$384K - $425K
|
47.9K
$14M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.02K+ 28.24% |
$384K - $425K
|
9.18K
$2.69M
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.02KNew |
$383K - $424K
|
2.02K
$592K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.99K+ 31.09% |
$377K - $417K
|
8.37K
$2.45M
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.97K+ 1.56% |
$374K - $414K
|
128K
$37.6M
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
- |
1.95K+ 1.99% |
$369K - $408K
|
99.8K
$29.2M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 2.47% |
$368K - $407K
|
80.4K
$23.6M
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.93K+ 1.13% |
$365K - $404K
|
172K
$50.3M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.91KNew |
$362K - $401K
|
1.91K
$559K
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.91K+ 18.0% |
$362K - $400K
|
12.5K
$3.66M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.9KNew |
$361K - $399K
|
1.9K
$557K
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.89K+ 1.08% |
$360K - $398K
|
177K
$51.9M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.89K+ 59.61% |
$358K - $396K
|
5.06K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.89K+ 2.27% |
$358K - $396K
|
85.1K
$24.9M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.88K+ 82.88% |
$357K - $395K
|
4.16K
$1.22M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88K+ 4.59% |
$356K - $394K
|
42.7K
$12.5M
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.86K+ 1.11% |
$353K - $390K
|
169K
$49.5M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.86K+ 20.67% |
$353K - $390K
|
10.8K
$3.18M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.85K+ 14.71% |
$352K - $389K
|
14.5K
$4.24M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.82K+ 4.22% |
$346K - $383K
|
45.1K
$13.2M
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.82KNew |
$345K - $381K
|
1.82K
$532K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.81K+ 32.87% |
$343K - $380K
|
7.31K
$2.14M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.81K+ 1.44% |
$343K - $379K
|
127K
$37.3M
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$338K - $373K
|
1.78K
$521K
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.75K+ 46.42% |
$332K - $368K
|
5.52K
$1.62M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
1.74KNew |
$331K - $366K
|
1.74K
$511K
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.73K+ 106.45% |
$329K - $364K
|
3.36K
$985K
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.73K+ 15.53% |
$328K - $363K
|
12.9K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.68KNew |
$319K - $353K
|
1.68K
$492K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.67K+ 0.49% |
$317K - $351K
|
345K
$101M
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$316K - $349K
|
1.66K
$487K
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.65K+ 8.82% |
$313K - $347K
|
20.4K
$5.97M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.64K+ 6.71% |
$312K - $345K
|
26.1K
$7.64M
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.64K+ 36.61% |
$311K - $344K
|
6.11K
$1.79M
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.62K+ 26.57% |
$308K - $341K
|
7.73K
$2.26M
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.62KNew |
$308K - $340K
|
1.62K
$475K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.62KNew |
$307K - $340K
|
1.62K
$474K
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.59K+ 1.26% |
$303K - $335K
|
128K
$37.5M
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.59KNew |
$301K - $333K
|
1.59K
$464K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 11.54% |
$295K - $327K
|
15K
$4.4M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.53KNew |
$290K - $321K
|
1.53K
$448K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 0.36% |
$290K - $321K
|
428K
$126M
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.52K+ 2.58% |
$289K - $320K
|
60.5K
$17.7M
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.52KNew |
$289K - $320K
|
1.52K
$446K
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.51K+ 10.65% |
$286K - $317K
|
15.7K
$4.59M
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.51K+ 193.2% |
$286K - $316K
|
2.28K
$669K
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.49K+ 18.03% |
$284K - $314K
|
9.78K
$2.87M
|