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 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
64+ 0.23% |
$12.2K - $13.4K
|
27.3K
$8.25M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
62+ 4.73% |
$11.8K - $13K
|
1.37K
$414K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
60+ 4.53% |
$11.4K - $12.6K
|
1.39K
$418K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
60+ 1.19% |
$11.4K - $12.6K
|
5.11K
$1.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
60+ 5.08% |
$11.4K - $12.6K
|
1.24K
$374K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59+ 2.49% |
$11.2K - $12.4K
|
2.43K
$734K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59+ 1.88% |
$11.2K - $12.4K
|
3.19K
$963K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
58+ 1.96% |
$11K - $12.2K
|
3.02K
$911K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
57+ 0.38% |
$10.8K - $12K
|
14.9K
$4.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
56+ 1.3% |
$10.6K - $11.8K
|
4.36K
$1.32M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.5% |
$10.6K - $11.8K
|
11.3K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
55+ 0.4% |
$10.4K - $11.6K
|
13.9K
$4.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
52+ 1.58% |
$9.87K - $10.9K
|
3.35K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
50+ 4.07% |
$9.49K - $10.5K
|
1.28K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 20.75% |
$9.49K - $10.5K
|
291
$87.8K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
50+ 1.18% |
$9.49K - $10.5K
|
4.3K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
49+ 3.24% |
$9.3K - $10.3K
|
1.56K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
49+ 4.65% |
$9.3K - $10.3K
|
1.1K
$333K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
48+ 0.4% |
$9.11K - $10.1K
|
12.2K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48+ 0.98% |
$9.11K - $10.1K
|
4.96K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.99% |
$8.92K - $9.87K
|
4.79K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
45+ 0.41% |
$8.54K - $9.45K
|
11K
$3.33M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
44+ 0.05% |
$8.35K - $9.24K
|
93.2K
$28.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
43+ 1.16% |
$8.16K - $9.03K
|
3.74K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
42+ 1.74% |
$7.97K - $8.82K
|
2.46K
$741K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
41+ 0.3% |
$7.78K - $8.61K
|
13.9K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41+ 1.04% |
$7.78K - $8.61K
|
3.98K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
40+ 5.71% |
$7.59K - $8.4K
|
740
$223K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
39+ 1.62% |
$7.4K - $8.19K
|
2.45K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
39+ 1.43% |
$7.4K - $8.19K
|
2.77K
$836K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
38+ 1.57% |
$7.21K - $7.98K
|
2.45K
$741K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
38+ 1.38% |
$7.21K - $7.98K
|
2.79K
$843K
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
37+ 0.7% |
$7.02K - $7.77K
|
5.31K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
34+ 0.21% |
$6.45K - $7.14K
|
16.1K
$4.85M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
33+ 0.09% |
$6.27K - $6.93K
|
37.6K
$11.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 0.3% |
$6.08K - $6.72K
|
10.6K
$3.2M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
32+ 0.5% |
$6.08K - $6.72K
|
6.42K
$1.94M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
32+ 0.27% |
$6.08K - $6.72K
|
12.1K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
31+ 2.15% |
$5.89K - $6.51K
|
1.47K
$445K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
30+ 1.83% |
$5.7K - $6.3K
|
1.67K
$505K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
30+ 0.79% |
$5.7K - $6.3K
|
3.85K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
30+ 0.38% |
$5.7K - $6.3K
|
7.96K
$2.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29New |
$5.51K - $6.09K
|
29
$8.75K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
29+ 4.87% |
$5.51K - $6.09K
|
625
$189K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 1.48% |
$5.32K - $5.88K
|
1.92K
$579K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
28+ 0.31% |
$5.32K - $5.88K
|
9.11K
$2.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
27+ 0.61% |
$5.13K - $5.67K
|
4.45K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
27+ 0.25% |
$5.13K - $5.67K
|
10.8K
$3.26M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
27+ 0.3% |
$5.13K - $5.67K
|
8.95K
$2.7M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26+ 173.33% |
$4.94K - $5.46K
|
41
$12.4K
|