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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
671New |
$127K - $141K
|
671
$203K
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
668+ 19.46% |
$127K - $140K
|
4.1K
$1.24M
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
666+ 2.76% |
$126K - $140K
|
24.8K
$7.47M
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
659+ 40.48% |
$125K - $138K
|
2.29K
$690K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
653+ 10.92% |
$124K - $137K
|
6.63K
$2M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
650+ 2.03% |
$123K - $137K
|
32.6K
$9.85M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
641+ 17.14% |
$122K - $135K
|
4.38K
$1.32M
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
641+ 5.33% |
$122K - $135K
|
12.7K
$3.82M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
633+ 17.95% |
$120K - $133K
|
4.16K
$1.26M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
630+ 0.18% |
$120K - $132K
|
342K
$103M
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
627+ 29.8% |
$119K - $132K
|
2.73K
$824K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
622+ 0.66% |
$118K - $131K
|
94.9K
$28.7M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
617+ 1.45% |
$117K - $130K
|
43.2K
$13M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
608+ 18.96% |
$115K - $128K
|
3.81K
$1.15M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
603+ 9.57% |
$114K - $127K
|
6.91K
$2.08M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
599+ 2.8% |
$114K - $126K
|
22K
$6.64M
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
593+ 6.26% |
$113K - $125K
|
10.1K
$3.04M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
593+ 5.16% |
$113K - $125K
|
12.1K
$3.65M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
578+ 18.37% |
$110K - $121K
|
3.73K
$1.12M
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
567+ 42.35% |
$108K - $119K
|
1.91K
$575K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
563+ 3.13% |
$107K - $118K
|
18.6K
$5.61M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
561+ 2.59% |
$107K - $118K
|
22.2K
$6.71M
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
560+ 15.44% |
$106K - $118K
|
4.19K
$1.26M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
555+ 11.15% |
$105K - $117K
|
5.53K
$1.67M
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
555+ 0.99% |
$105K - $117K
|
56.4K
$17M
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
552+ 39.71% |
$105K - $116K
|
1.94K
$586K
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
548+ 11.52% |
$104K - $115K
|
5.31K
$1.6M
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
548+ 2.3% |
$104K - $115K
|
24.3K
$7.34M
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
537+ 3.58% |
$102K - $113K
|
15.5K
$4.69M
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
535+ 0.85% |
$102K - $112K
|
63.6K
$19.2M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
531+ 2.77% |
$101K - $112K
|
19.7K
$5.95M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
530+ 0.67% |
$101K - $111K
|
80.2K
$24.2M
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
526+ 1.91% |
$99.9K - $110K
|
28.1K
$8.48M
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
524+ 5.1% |
$99.5K - $110K
|
10.8K
$3.26M
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
523+ 0.63% |
$99.3K - $110K
|
83.5K
$25.2M
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
522+ 1.37% |
$99.1K - $110K
|
38.6K
$11.6M
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
518+ 21.25% |
$98.3K - $109K
|
2.96K
$892K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
516+ 11.7% |
$98K - $108K
|
4.93K
$1.49M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
516+ 11.7% |
$98K - $108K
|
4.93K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
513+ 0.01% |
$97.4K - $108K
|
3.97M
$1.2B
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
509+ 5.32% |
$96.6K - $107K
|
10.1K
$3.04M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
502+ 21.14% |
$95.3K - $105K
|
2.88K
$868K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
501+ 2.49% |
$95.1K - $105K
|
20.6K
$6.22M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
500+ 23.2% |
$94.9K - $105K
|
2.66K
$801K
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
496+ 6.79% |
$94.2K - $104K
|
7.8K
$2.35M
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
491+ 10.5% |
$93.2K - $103K
|
5.17K
$1.56M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
489+ 0.14% |
$92.8K - $103K
|
339K
$102M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
487+ 2.25% |
$92.5K - $102K
|
22.1K
$6.68M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
481+ 3.55% |
$91.3K - $101K
|
14K
$4.23M
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
481+ 50.31% |
$91.3K - $101K
|
1.44K
$434K
|