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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 2.73% |
$283K - $313K
|
56.1K
$16.9M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.49K+ 2.61% |
$283K - $313K
|
58.6K
$17.7M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.49KNew |
$282K - $312K
|
1.49K
$448K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.48K+ 1.32% |
$281K - $311K
|
114K
$34.4M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.48K+ 8.92% |
$280K - $310K
|
18K
$5.44M
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.46KNew |
$276K - $306K
|
1.46K
$439K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
1.45KNew |
$276K - $305K
|
1.45K
$438K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.45K+ 0.29% |
$275K - $304K
|
502K
$152M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.45KNew |
$275K - $304K
|
1.45K
$436K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.45K+ 21.61% |
$274K - $303K
|
8.13K
$2.45M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.43K+ 17.61% |
$272K - $301K
|
9.56K
$2.89M
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$267K - $295K
|
1.41K
$424K
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.41KNew |
$267K - $295K
|
1.41K
$424K
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$263K - $291K
|
1.39K
$419K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.37K+ 3.26% |
$260K - $288K
|
43.4K
$13.1M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.37K+ 6.21% |
$260K - $287K
|
23.4K
$7.06M
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36K+ 76.61% |
$258K - $285K
|
3.13K
$946K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.36K+ 4.35% |
$258K - $285K
|
32.6K
$9.83M
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.35KNew |
$257K - $284K
|
1.35K
$408K
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 1.77% |
$257K - $284K
|
77.6K
$23.4M
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
1.33KNew |
$253K - $280K
|
1.33K
$403K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.32K+ 5.91% |
$250K - $277K
|
23.6K
$7.13M
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.32K+ 5.71% |
$250K - $277K
|
24.4K
$7.35M
|
|
Apr 20, 2023
Q1 2023
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.31KNew |
$249K - $276K
|
1.31K
$396K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.3KNew |
$247K - $273K
|
1.3K
$393K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.3K+ 14.94% |
$247K - $273K
|
10K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.3KNew |
$247K - $273K
|
1.3K
$392K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3K+ 67.52% |
$246K - $272K
|
3.22K
$971K
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.29K+ 16.69% |
$244K - $270K
|
9K
$2.72M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.29KNew |
$244K - $270K
|
1.29K
$388K
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
1.28K+ 2.07% |
$242K - $268K
|
62.9K
$19M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 47.88% |
$242K - $267K
|
3.93K
$1.19M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.26KNew |
$240K - $265K
|
1.26K
$381K
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
1.26K+ 4.42% |
$238K - $264K
|
29.7K
$8.96M
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 177.33% |
$235K - $260K
|
1.93K
$583K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.23K+ 26.46% |
$233K - $257K
|
5.85K
$1.77M
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.22KNew |
$232K - $256K
|
1.22K
$368K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.22K+ 0.46% |
$231K - $255K
|
265K
$80.1M
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.21K+ 2.2% |
$229K - $253K
|
56K
$16.9M
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
1.2K+ 7.08% |
$228K - $252K
|
18.2K
$5.48M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.19K+ 79.23% |
$226K - $250K
|
2.69K
$812K
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.18K+ 16.24% |
$224K - $248K
|
8.45K
$2.55M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.18K+ 2.53% |
$223K - $247K
|
47.7K
$14.4M
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.17K+ 4.05% |
$222K - $246K
|
30K
$9.06M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.16K+ 9.71% |
$220K - $244K
|
13.1K
$3.95M
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.15KNew |
$219K - $242K
|
1.15K
$348K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.15KNew |
$218K - $241K
|
1.15K
$346K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 3.43% |
$217K - $240K
|
34.5K
$10.4M
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.14K+ 4.56% |
$216K - $239K
|
26.1K
$7.89M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.14K+ 23.51% |
$216K - $239K
|
5.97K
$1.8M
|