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 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.13KNew |
$215K - $238K
|
1.13K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.13KNew |
$215K - $238K
|
1.13K
$341K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.13K+ 3.99% |
$214K - $236K
|
29.3K
$8.85M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.12KNew |
$213K - $235K
|
1.12K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.12K+ 5.34% |
$212K - $235K
|
22.1K
$6.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 0.62% |
$211K - $234K
|
180K
$54.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.11KNew |
$211K - $233K
|
1.11K
$335K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.11K+ 12.48% |
$211K - $233K
|
10K
$3.02M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 0.59% |
$210K - $232K
|
190K
$57.2M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 24.31% |
$208K - $231K
|
5.61K
$1.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.1KNew |
$208K - $230K
|
1.1K
$330K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.09K+ 23.05% |
$207K - $229K
|
5.83K
$1.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1.08KNew |
$205K - $227K
|
1.08K
$326K
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
1.07K+ 0.59% |
$204K - $225K
|
182K
$54.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
1.07K+ 59.88% |
$203K - $224K
|
2.85K
$860K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.06KNew |
$201K - $222K
|
1.06K
$320K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.05K+ 6.1% |
$199K - $221K
|
18.3K
$5.51M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.05K+ 2.7% |
$199K - $220K
|
39.8K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.05KNew |
$199K - $220K
|
1.05K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.04KNew |
$198K - $219K
|
1.04K
$315K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.04KNew |
$197K - $218K
|
1.04K
$314K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.03KNew |
$196K - $217K
|
1.03K
$312K
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.03KNew |
$196K - $216K
|
1.03K
$311K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.03KNew |
$195K - $216K
|
1.03K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.03K+ 8.36% |
$195K - $216K
|
13.3K
$4.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
1.03KNew |
$195K - $216K
|
1.03K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.03KNew |
$195K - $216K
|
1.03K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$195K - $216K
|
1.03K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.02K+ 16.45% |
$193K - $214K
|
7.21K
$2.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.01KNew |
$193K - $213K
|
1.01K
$306K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 1.03% |
$193K - $213K
|
99.2K
$30M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.01KNew |
$192K - $213K
|
1.01K
$305K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 93.09% |
$192K - $212K
|
2.1K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.01KNew |
$192K - $212K
|
1.01K
$305K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
1.01KNew |
$191K - $212K
|
1.01K
$304K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.01KNew |
$191K - $211K
|
1.01K
$303K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1K+ 7.69% |
$191K - $211K
|
14.1K
$4.24M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1KNew |
$190K - $211K
|
1K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1K+ 81.33% |
$190K - $210K
|
2.23K
$674K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Opus Investment Management Inc
|
BUY
|
- |
1K+ 0.77% |
$190K - $210K
|
132K
$39.7M
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$190K - $210K
|
1K
$302K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1K+ 31.44% |
$190K - $210K
|
4.18K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
997New |
$189K - $209K
|
997
$301K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
996New |
$189K - $209K
|
996
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
995New |
$189K - $209K
|
995
$300K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
995New |
$189K - $209K
|
995
$300K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
995New |
$189K - $209K
|
995
$300K
|