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
|
Lyell Wealth Management, LP
|
BUY
|
- |
375+ 16.28% |
$71.2K - $78.8K
|
2.68K
$808K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
374+ 0.93% |
$71K - $78.5K
|
40.7K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
374+ 7.86% |
$71K - $78.5K
|
5.13K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
373+ 12.35% |
$70.8K - $78.3K
|
3.39K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
371+ 1.24% |
$70.4K - $77.9K
|
30.3K
$9.16M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
371+ 2.31% |
$70.4K - $77.9K
|
16.5K
$4.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
365+ 28.85% |
$69.3K - $76.7K
|
1.63K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
361+ 0.86% |
$68.5K - $75.8K
|
42.2K
$12.7M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
356+ 0.19% |
$67.6K - $74.8K
|
184K
$55.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
355+ 84.32% |
$67.4K - $74.6K
|
776
$234K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
355+ 45.11% |
$67.4K - $74.6K
|
1.14K
$345K
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
350+ 13.89% |
$66.4K - $73.5K
|
2.87K
$866K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
340+ 1.33% |
$64.5K - $71.4K
|
25.8K
$7.8M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
339+ 8.22% |
$64.4K - $71.2K
|
4.47K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
335+ 7.63% |
$63.6K - $70.4K
|
4.72K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
330+ 3.91% |
$62.7K - $69.3K
|
8.76K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
326+ 10.79% |
$61.9K - $68.5K
|
3.35K
$1.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
322+ 0.9% |
$61.1K - $67.6K
|
36K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
322+ 2.2% |
$61.1K - $67.6K
|
15K
$4.52M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
322+ 607.55% |
$61.1K - $67.6K
|
375
$113K
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
321+ 0.14% |
$60.9K - $67.4K
|
222K
$67.1M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
321+ 20.24% |
$60.9K - $67.4K
|
1.91K
$576K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
320+ 3200.0% |
$60.8K - $67.2K
|
330
$99.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
320+ 0.43% |
$60.8K - $67.2K
|
74.1K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
320+ 0.05% |
$60.8K - $67.2K
|
677K
$204M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
319+ 2.73% |
$60.6K - $67K
|
12K
$3.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
317+ 10.8% |
$60.2K - $66.6K
|
3.25K
$981K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
311New |
$59K - $65.3K
|
311
$93.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
309+ 10.6% |
$58.7K - $64.9K
|
3.22K
$973K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
308+ 7.66% |
$58.5K - $64.7K
|
4.33K
$1.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
307+ 4.52% |
$58.3K - $64.5K
|
7.1K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
307+ 18.45% |
$58.3K - $64.5K
|
1.97K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
306+ 2.63% |
$58.1K - $64.3K
|
11.9K
$3.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
305+ 0.35% |
$57.9K - $64.1K
|
87.5K
$26.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
BUY
|
- |
300+ 18.21% |
$57K - $63K
|
1.95K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
299+ 0.09% |
$56.8K - $62.8K
|
326K
$98.2M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
298+ 0.21% |
$56.6K - $62.6K
|
140K
$42.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
297+ 5.95% |
$56.4K - $62.4K
|
5.29K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
295+ 0.1% |
$56K - $62K
|
305K
$92M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
292+ 23.49% |
$55.4K - $61.3K
|
1.54K
$463K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
290+ 12.02% |
$55.1K - $60.9K
|
2.7K
$816K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
290+ 147.96% |
$55.1K - $60.9K
|
486
$147K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
289+ 4.75% |
$54.9K - $60.7K
|
6.38K
$1.92M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
286+ 5.22% |
$54.3K - $60.1K
|
5.76K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
286+ 26.78% |
$54.3K - $60.1K
|
1.35K
$409K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
283+ 2.21% |
$53.7K - $59.4K
|
13.1K
$3.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
280+ 1.05% |
$53.2K - $58.8K
|
27K
$8.15M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
280+ 3.65% |
$53.2K - $58.8K
|
7.95K
$2.4M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
279+ 0.53% |
$53K - $58.6K
|
53.2K
$16M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
278+ 7.35% |
$52.8K - $58.4K
|
4.06K
$1.23M
|