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 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.87M+ 11831.21% |
$1.49B - $1.65B
|
7.94M
$2.39B
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.21M+ 22.33% |
$988M - $1.09B
|
28.5M
$8.57B
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.12MNew |
$593M - $656M
|
3.12M
$938M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.06M+ 90.66% |
$392M - $434M
|
4.34M
$1.3B
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.75MNew |
$332M - $367M
|
1.75M
$526M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.73MNew |
$328M - $363M
|
1.73M
$519M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
792K+ 2.78% |
$150M - $166M
|
29.3M
$8.81B
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
617K+ 4.73% |
$117M - $130M
|
13.7M
$4.11B
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
542K+ 1.88% |
$103M - $114M
|
29.4M
$8.83B
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
509KNew |
$96.5M - $107M
|
509K
$153M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
503K+ 20312.0% |
$95.4M - $106M
|
505K
$152M
|
|
|
May 05, 2023
Q1 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
455K+ 146.77% |
$86.4M - $95.6M
|
765K
$230M
|
|
|
Apr 12, 2023
Q1 2023
|
Wealth Navi Inc.
|
BUY
|
- |
411K+ 4.24% |
$78.1M - $86.4M
|
10.1M
$3.04B
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
321K+ 5.38% |
$60.9M - $67.4M
|
6.29M
$1.89B
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
297K+ 5.51% |
$56.4M - $62.4M
|
5.69M
$1.71B
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
264KNew |
$50.2M - $55.5M
|
264K
$79.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
264K+ 3.85% |
$50.1M - $55.5M
|
7.12M
$2.14B
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
222KNew |
$42.2M - $46.7M
|
222K
$66.7M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
202KNew |
$38.4M - $42.5M
|
202K
$60.8M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
201KNew |
$38.2M - $42.3M
|
201K
$60.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200KNew |
$38M - $42M
|
200K
$60.1M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194K+ 97.08% |
$36.8M - $40.7M
|
393K
$118M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
171K+ 1.3% |
$32.4M - $35.8M
|
13.2M
$3.98B
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
170K+ 351.18% |
$32.4M - $35.8M
|
219K
$65.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
166K+ 38.42% |
$31.4M - $34.8M
|
596K
$179M
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
158KNew |
$30M - $33.2M
|
158K
$47.5M
|
|
|
May 04, 2023
Q1 2023
|
Symetra Investment Management CO
Farmington, CT |
BUY
|
- |
157K+ 16.02% |
$29.8M - $32.9M
|
1.14M
$341M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
141K+ 74.5% |
$26.8M - $29.6M
|
330K
$99.2M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
135K+ 291.32% |
$25.6M - $28.4M
|
181K
$54.5M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
133KNew |
$25.3M - $28M
|
133K
$40.1M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
BUY
|
- |
127K+ 73.73% |
$24.1M - $26.7M
|
299K
$89.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
113K+ 7.92% |
$21.4M - $23.7M
|
1.53M
$461M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
107K+ 5341.79% |
$20.3M - $22.5M
|
109K
$32.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97.2K+ 7.5% |
$18.5M - $20.4M
|
1.39M
$419M
|
|
|
Apr 27, 2023
Q1 2023
|
Oikos Holdings LLC
|
BUY
|
- |
89.4K+ 135.56% |
$17M - $18.8M
|
155K
$46.7M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
85.8K+ 5481.6% |
$16.3M - $18M
|
87.4K
$26.2M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
85.7K+ 98.47% |
$16.3M - $18M
|
173K
$51.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
85.5K+ 962.53% |
$16.2M - $18M
|
94.4K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.6K+ 4.25% |
$15.7M - $17.4M
|
2.03M
$609M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
80.3K+ 14083.33% |
$15.2M - $16.9M
|
80.8K
$24.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
78.9K+ 94.84% |
$15M - $16.6M
|
162K
$48.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
77.2K+ 35.94% |
$14.7M - $16.2M
|
292K
$87.7M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
75.9K+ 6.13% |
$14.4M - $15.9M
|
1.31M
$395M
|
|
|
May 04, 2023
Q1 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
71.6K+ 40.91% |
$13.6M - $15M
|
247K
$74.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71K+ 1053.24% |
$13.5M - $14.9M
|
77.7K
$23.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
70.1K+ 1087.6% |
$13.3M - $14.7M
|
76.5K
$23M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
69.7K+ 9.33% |
$13.2M - $14.6M
|
817K
$246M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.4KNew |
$13.2M - $14.6M
|
69.4K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
68.6K+ 11.06% |
$13M - $14.4M
|
689K
$207M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
67K+ 7.52% |
$12.7M - $14.1M
|
958K
$288M
|