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 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
167+ 3.48% |
$31.7K - $35.1K
|
4.96K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
163+ 0.16% |
$30.9K - $34.2K
|
100K
$30.3M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
158+ 205.19% |
$30K - $33.2K
|
235
$70.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
157+ 6.7% |
$29.8K - $33K
|
2.5K
$755K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
156+ 0.9% |
$29.6K - $32.8K
|
17.6K
$5.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
155+ 6.49% |
$29.4K - $32.6K
|
2.55K
$768K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
154+ 0.18% |
$29.2K - $32.3K
|
84.1K
$25.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
153+ 25.8% |
$29K - $32.1K
|
746
$225K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
148+ 2.51% |
$28.1K - $31.1K
|
6.06K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
147+ 1.3% |
$27.9K - $30.9K
|
11.5K
$3.46M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
146+ 10.34% |
$27.7K - $30.7K
|
1.56K
$470K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
145+ 4.74% |
$27.5K - $30.5K
|
3.2K
$966K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
142+ 0.31% |
$27K - $29.8K
|
46.1K
$13.9M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
140+ 0.47% |
$26.6K - $29.4K
|
30.1K
$9.09M
|
|
|
May 10, 2023
Q1 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
140+ 4.84% |
$26.6K - $29.4K
|
3.04K
$916K
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
137+ 4.09% |
$26K - $28.8K
|
3.49K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
134+ 1.3% |
$25.4K - $28.1K
|
10.4K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
133+ 9.94% |
$25.3K - $27.9K
|
1.47K
$444K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
133+ 1.7% |
$25.3K - $27.9K
|
7.94K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
133+ 2.89% |
$25.3K - $27.9K
|
4.74K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
131+ 0.64% |
$24.9K - $27.5K
|
20.5K
$6.2M
|
|
|
May 11, 2023
Q1 2023
|
Af Advisors, Inc.
|
BUY
|
- |
131+ 2.51% |
$24.9K - $27.5K
|
5.35K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
130+ 12.1% |
$24.7K - $27.3K
|
1.2K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
130+ 1.61% |
$24.7K - $27.3K
|
8.21K
$2.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
129+ 2.68% |
$24.5K - $27.1K
|
4.95K
$1.49M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
128+ 0.94% |
$24.3K - $26.9K
|
13.8K
$4.15M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
127+ 4.6% |
$24.1K - $26.7K
|
2.89K
$871K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
125+ 0.77% |
$23.7K - $26.3K
|
16.3K
$4.91M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
124+ 4.13% |
$23.5K - $26K
|
3.13K
$944K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
122+ 0.37% |
$23.2K - $25.6K
|
32.9K
$9.92M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
122+ 8.11% |
$23.2K - $25.6K
|
1.63K
$491K
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
120+ 0.91% |
$22.8K - $25.2K
|
13.3K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
120+ 15.67% |
$22.8K - $25.2K
|
886
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
119+ 0.79% |
$22.6K - $25K
|
15.3K
$4.61M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
119+ 383.87% |
$22.6K - $25K
|
150
$45.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
118+ 0.23% |
$22.4K - $24.8K
|
51.2K
$15.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
117+ 3.66% |
$22.2K - $24.6K
|
3.31K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 0.25% |
$22.2K - $24.6K
|
47.1K
$14.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
115+ 4.91% |
$21.8K - $24.2K
|
2.46K
$742K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
115+ 13.26% |
$21.8K - $24.2K
|
982
$296K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
115+ 1.03% |
$21.8K - $24.2K
|
11.3K
$3.42M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
112+ 38.23% |
$21.3K - $23.5K
|
405
$122K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
110+ 0.82% |
$20.9K - $23.1K
|
13.5K
$4.06M
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
109+ 0.34% |
$20.7K - $22.9K
|
32.5K
$9.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
108+ 2.36% |
$20.5K - $22.7K
|
4.69K
$1.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
107+ 3.94% |
$20.3K - $22.5K
|
2.82K
$852K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
105+ 4.58% |
$19.9K - $22.1K
|
2.4K
$724K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
104+ 5.75% |
$19.7K - $21.8K
|
1.91K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
104+ 0.99% |
$19.7K - $21.8K
|
10.6K
$3.19M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
103+ 4.47% |
$19.6K - $21.6K
|
2.41K
$726K
|