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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
278+ 16.05% |
$52.8K - $58.4K
|
2.01K
$607K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
277+ 23.45% |
$52.6K - $58.2K
|
1.46K
$440K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
277+ 0.67% |
$52.6K - $58.2K
|
41.4K
$12.5M
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
275+ 1.33% |
$52.2K - $57.8K
|
20.9K
$6.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
268+ 28.6% |
$50.9K - $56.3K
|
1.21K
$364K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
267+ 4.93% |
$50.7K - $56.1K
|
5.68K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
266+ 3.65% |
$50.5K - $55.9K
|
7.56K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
263+ 6.34% |
$49.9K - $55.2K
|
4.41K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
263+ 0.93% |
$49.9K - $55.2K
|
28.6K
$8.64M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
261+ 6.88% |
$49.6K - $54.8K
|
4.06K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
257+ 4.86% |
$48.8K - $54K
|
5.55K
$1.67M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
248+ 2.11% |
$47.1K - $52.1K
|
12K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
248+ 9.61% |
$47.1K - $52.1K
|
2.83K
$854K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
246+ 13.6% |
$46.7K - $51.7K
|
2.06K
$620K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
242+ 2.04% |
$45.9K - $50.8K
|
12.1K
$3.65M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
240+ 1.17% |
$45.6K - $50.4K
|
20.8K
$6.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
239+ 4.38% |
$45.4K - $50.2K
|
5.69K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
234+ 125.81% |
$44.4K - $49.1K
|
420
$127K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
223+ 1.26% |
$42.3K - $46.8K
|
17.9K
$5.39M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
221+ 5.11% |
$42K - $46.4K
|
4.55K
$1.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
217+ 12.49% |
$41.2K - $45.6K
|
1.96K
$590K
|
|
|
Apr 18, 2023
Q1 2023
|
Barton Investment Management
|
BUY
|
- |
216+ 1.62% |
$41K - $45.4K
|
13.6K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
213+ 13.52% |
$40.4K - $44.7K
|
1.79K
$540K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
213+ 0.61% |
$40.4K - $44.7K
|
35.1K
$10.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
211+ 0.38% |
$40.1K - $44.3K
|
56.1K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
207+ 11.38% |
$39.3K - $43.5K
|
2.03K
$611K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
206+ 50.61% |
$39.1K - $43.3K
|
613
$185K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 0.5% |
$38.5K - $42.6K
|
40.6K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
202+ 2.01% |
$38.3K - $42.4K
|
10.3K
$3.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
201+ 6.33% |
$38.2K - $42.2K
|
3.38K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
201+ 7.38% |
$38.2K - $42.2K
|
2.92K
$882K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$38K - $42K
|
200
$60.4K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
200New |
$38K - $42K
|
200
$60.4K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
200+ 10.76% |
$38K - $42K
|
2.06K
$621K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
199+ 1.58% |
$37.8K - $41.8K
|
12.8K
$3.86M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
197+ 9.67% |
$37.4K - $41.4K
|
2.24K
$675K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
194+ 4.72% |
$36.8K - $40.7K
|
4.3K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
193+ 0.08% |
$36.6K - $40.5K
|
234K
$70.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
191New |
$36.3K - $40.1K
|
191
$57.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
190+ 0.47% |
$36.1K - $39.9K
|
40.6K
$12.3M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
185+ 6.29% |
$35.1K - $38.9K
|
3.13K
$943K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
183+ 11.55% |
$34.7K - $38.4K
|
1.77K
$534K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
182+ 0.98% |
$34.6K - $38.2K
|
18.8K
$5.69M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
180+ 0.25% |
$34.2K - $37.8K
|
71K
$21.4M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
177+ 13.82% |
$33.6K - $37.2K
|
1.46K
$440K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
176+ 4.04% |
$33.4K - $37K
|
4.53K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
170+ 6.01% |
$32.3K - $35.7K
|
3K
$905K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
169+ 0.5% |
$32.1K - $35.5K
|
34.2K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
168+ 1.57% |
$31.9K - $35.3K
|
10.8K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
167+ 4.1% |
$31.7K - $35.1K
|
4.24K
$1.28M
|