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 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
994+ 1.66% |
$189K - $209K
|
60.9K
$18.4M
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
991New |
$188K - $208K
|
991
$299K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
985New |
$187K - $207K
|
985
$297K
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
983New |
$187K - $206K
|
983
$297K
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
983New |
$187K - $206K
|
983
$297K
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
982New |
$186K - $206K
|
982
$296K
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
982New |
$186K - $206K
|
982
$296K
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
981New |
$186K - $206K
|
981
$296K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
979+ 8.93% |
$186K - $206K
|
11.9K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
978+ 9.61% |
$186K - $205K
|
11.2K
$3.37M
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
977+ 13.37% |
$185K - $205K
|
8.29K
$2.5M
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
958+ 8.29% |
$182K - $201K
|
12.5K
$3.78M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
952+ 0.99% |
$181K - $200K
|
96.8K
$29.2M
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
949+ 67.79% |
$180K - $199K
|
2.35K
$709K
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
922+ 8.15% |
$175K - $194K
|
12.2K
$3.69M
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
917+ 10.38% |
$174K - $193K
|
9.75K
$2.94M
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
914+ 23.24% |
$174K - $192K
|
4.85K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
903New |
$171K - $190K
|
903
$273K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
882New |
$167K - $185K
|
882
$266K
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
876+ 29.95% |
$166K - $184K
|
3.8K
$1.15M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
875+ 5.52% |
$166K - $184K
|
16.7K
$5.05M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
864+ 2.14% |
$164K - $181K
|
41.2K
$12.4M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
843+ 104.98% |
$160K - $177K
|
1.65K
$497K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
834New |
$158K - $175K
|
834
$252K
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
823+ 1.58% |
$156K - $173K
|
52.8K
$15.9M
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
810+ 5.37% |
$154K - $170K
|
15.9K
$4.8M
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
804+ 41.21% |
$153K - $169K
|
2.76K
$831K
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
799+ 2.59% |
$152K - $168K
|
31.7K
$9.56M
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
795+ 0.38% |
$151K - $167K
|
211K
$63.6M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
792+ 8.12% |
$150K - $166K
|
10.5K
$3.18M
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
786+ 4.7% |
$149K - $165K
|
17.5K
$5.29M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
772+ 0.95% |
$147K - $162K
|
82.1K
$24.8M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
771+ 16.82% |
$146K - $162K
|
5.35K
$1.62M
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
751+ 12.46% |
$143K - $158K
|
6.78K
$2.05M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
743+ 5.65% |
$141K - $156K
|
13.9K
$4.2M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
738+ 13.51% |
$140K - $155K
|
6.2K
$1.87M
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
735+ 2.11% |
$140K - $154K
|
35.6K
$10.8M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
731+ 12.67% |
$139K - $154K
|
6.5K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
725+ 12.14% |
$138K - $152K
|
6.7K
$2.02M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
723+ 1.15% |
$137K - $152K
|
63.4K
$19.1M
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
710+ 61.37% |
$135K - $149K
|
1.87K
$563K
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
701+ 2.55% |
$133K - $147K
|
28.2K
$8.5M
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
698+ 3.15% |
$133K - $147K
|
22.8K
$6.89M
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
693+ 9.81% |
$132K - $146K
|
7.76K
$2.34M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
691+ 1.34% |
$131K - $145K
|
52.1K
$15.7M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
691+ 1.34% |
$131K - $145K
|
52.1K
$15.7M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
679+ 0.99% |
$129K - $143K
|
69K
$20.8M
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
679+ 25.76% |
$129K - $143K
|
3.32K
$1M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
678+ 1.28% |
$129K - $142K
|
53.6K
$16.2M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
674+ 1.87% |
$128K - $142K
|
36.7K
$11.1M
|