Purchases and Sales Made in Q1 2023 in Vanguard Total Stock Market Et (VTI)

VTI Quotes by TradingView

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
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
481
+ 14.32%
$91.3K - $101K
3.84K $1.16M
Apr 10, 2023 Q1 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
479
+ 16.85%
$90.9K - $101K
3.32K $1M
May 10, 2023 Q1 2023
Heritage Financial Services, LLC

BUY
 -
479
+ 4.97%
$90.9K - $101K
10.1K $3.05M
May 15, 2023 Q1 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
479
+ 0.41%
$90.9K - $101K
116K $35M
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
474
+ 16.22%
$90K - $99.5K
3.4K $1.02M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
473
+ 39.75%
$89.8K - $99.3K
1.66K $502K
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
473
+ 2.93%
$89.8K - $99.3K
16.6K $5.01M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
471
+ 41.9%
$89.4K - $98.9K
1.6K $481K
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
470
+ 3.09%
$89.2K - $98.7K
15.7K $4.73M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
469
+ 11.7%
$89K - $98.5K
4.48K $1.35M
Apr 28, 2023 Q1 2023
Sturgeon Ventures LLP

BUY
 -
467
New
$88.7K - $98.1K
467 $141K
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
461
New
$87.5K - $96.8K
461 $139K
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
452
+ 8.26%
$85.8K - $94.9K
5.92K $1.79M
May 10, 2023 Q1 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
451
+ 7.25%
$85.6K - $94.7K
6.67K $2.01M
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
451
+ 3.55%
$85.6K - $94.7K
13.2K $3.97M
Apr 21, 2023 Q1 2023
Cordant, Inc.

Portland, OR
BUY
 -
449
+ 0.47%
$85.2K - $94.3K
95.3K $28.8M
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
448
+ 2.05%
$85.1K - $94.1K
22.3K $6.72M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

BUY
 -
446
+ 1.21%
$84.7K - $93.7K
37.2K $11.2M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
442
+ 2.49%
$83.9K - $92.8K
18.2K $5.49M
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
440
+ 0.5%
$83.5K - $92.4K
88.8K $26.8M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
439
+ 9.91%
$83.3K - $92.2K
4.87K $1.47M
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
436
+ 24.91%
$82.8K - $91.6K
2.19K $660K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
436
+ 0.55%
$82.8K - $91.6K
79.9K $24.1M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
436
+ 4.17%
$82.8K - $91.6K
10.9K $3.29M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
429
+ 3.93%
$81.4K - $90.1K
11.3K $3.42M
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
427
+ 3.68%
$81.1K - $89.7K
12K $3.63M
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
424
+ 9.86%
$80.5K - $89K
4.73K $1.43M
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
BUY
 -
424
+ 8.1%
$80.5K - $89K
5.66K $1.71M
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
422
+ 12.94%
$80.1K - $88.6K
3.68K $1.11M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
417
+ 2.42%
$79.2K - $87.6K
17.6K $5.32M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
413
+ 1.69%
$78.4K - $86.7K
24.8K $7.48M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
413
+ 4.19%
$78.4K - $86.7K
10.3K $3.1M
May 09, 2023 Q1 2023
American Money Management, LLC

BUY
 -
411
+ 1.38%
$78K - $86.3K
30.2K $9.12M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
404
+ 7.64%
$76.7K - $84.8K
5.69K $1.72M
May 12, 2023 Q1 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
401
+ 15.6%
$76.1K - $84.2K
2.97K $897K
May 01, 2023 Q1 2023
Measured Wealth Private Client Group, LLC

BUY
 -
398
+ 7.18%
$75.6K - $83.6K
5.94K $1.79M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
396
+ 0.86%
$75.2K - $83.2K
46.5K $14M
Apr 24, 2023 Q1 2023
Northstar Asset Management LLC

BUY
 -
395
+ 0.6%
$75K - $83K
66.3K $20M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
395
+ 4.93%
$75K - $83K
8.42K $2.54M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
394
New
$74.8K - $82.7K
394 $119K
May 05, 2023 Q1 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
391
+ 1.17%
$74.2K - $82.1K
33.8K $10.2M
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
387
+ 0.17%
$73.5K - $81.3K
228K $68.8M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
386
+ 0.4%
$73.3K - $81.1K
97.7K $29.5M
Apr 27, 2023 Q1 2023
Cypress Capital, LLC

BUY
 -
383
+ 0.18%
$72.7K - $80.4K
208K $62.7M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
382
+ 15.68%
$72.5K - $80.2K
2.82K $850K
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
382
+ 1.07%
$72.5K - $80.2K
35.9K $10.8M
May 15, 2023 Q1 2023
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
381
+ 0.24%
$72.3K - $80K
158K $47.6M
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
379
+ 4.35%
$72K - $79.6K
9.08K $2.74M
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
379
+ 1.65%
$72K - $79.6K
23.4K $7.06M

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