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 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
26.9K+ 31.07% |
$5.11M - $5.66M
|
114K
$34.3M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
26.3KNew |
$4.99M - $5.52M
|
26.3K
$7.93M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
26.2K+ 78.77% |
$4.98M - $5.51M
|
59.5K
$18M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
26K+ 8.3% |
$4.93M - $5.45M
|
339K
$102M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
25.8K+ 5.75% |
$4.9M - $5.42M
|
474K
$143M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
25.8K+ 5.75% |
$4.9M - $5.42M
|
474K
$143M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
25.6K+ 14.68% |
$4.86M - $5.37M
|
200K
$60.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.7K+ 6.96% |
$4.69M - $5.19M
|
380K
$115M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23.3K+ 158.65% |
$4.43M - $4.9M
|
38K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
23.1K+ 21.31% |
$4.39M - $4.86M
|
132K
$39.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
22.8K+ 1.86% |
$4.33M - $4.79M
|
1.25M
$378M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
22.4KNew |
$4.26M - $4.71M
|
22.4K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
22.1K+ 9.03% |
$4.19M - $4.63M
|
267K
$80.4M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
21.9K+ 2.47% |
$4.16M - $4.6M
|
908K
$274M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.9KNew |
$4.15M - $4.59M
|
21.9K
$6.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21.6K+ 18.64% |
$4.11M - $4.55M
|
138K
$41.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21.5KNew |
$4.09M - $4.53M
|
21.5K
$6.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.1K+ 37.14% |
$4.01M - $4.44M
|
78K
$23.5M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
21K+ 100.59% |
$3.99M - $4.41M
|
41.9K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
21K+ 5.47% |
$3.98M - $4.4M
|
404K
$122M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20.7K+ 5.25% |
$3.93M - $4.35M
|
415K
$125M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20.6K+ 1272.74% |
$3.91M - $4.32M
|
22.2K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20.4K+ 25.51% |
$3.87M - $4.29M
|
100K
$30.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20.3K+ 6.1% |
$3.85M - $4.26M
|
353K
$107M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
19.7K+ 3.82% |
$3.73M - $4.13M
|
535K
$161M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
19.5K+ 3.56% |
$3.71M - $4.1M
|
568K
$172M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19K+ 22.36% |
$3.61M - $4M
|
104K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
18.4K+ 6.04% |
$3.5M - $3.87M
|
324K
$97.7M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
17.7K+ 124.07% |
$3.36M - $3.72M
|
32K
$9.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
17.6K+ 9.09% |
$3.34M - $3.7M
|
211K
$63.8M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 12.41% |
$3.32M - $3.67M
|
158K
$47.8M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
17.4K+ 2.16% |
$3.31M - $3.66M
|
825K
$249M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
17.4K+ 5.64% |
$3.3M - $3.65M
|
326K
$98.3M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
17.2K+ 615.64% |
$3.27M - $3.62M
|
20K
$6.05M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
17.1K+ 744.02% |
$3.25M - $3.6M
|
19.4K
$5.86M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.1K+ 1.39% |
$3.25M - $3.59M
|
1.25M
$377M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
16.9KNew |
$3.22M - $3.56M
|
16.9K
$5.11M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
16.9K+ 25.2% |
$3.21M - $3.55M
|
83.9K
$25.3M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
16.7K+ 562.0% |
$3.18M - $3.51M
|
19.7K
$5.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.5K+ 17.15% |
$3.13M - $3.46M
|
113K
$34M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.2K+ 67.66% |
$3.08M - $3.41M
|
40.3K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.1K+ 5.19% |
$3.06M - $3.38M
|
327K
$98.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
15.9K+ 8.54% |
$3.02M - $3.34M
|
202K
$61M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
15.9K+ 10.02% |
$3.01M - $3.33M
|
174K
$52.5M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.8K+ 17.38% |
$3M - $3.32M
|
107K
$32.3M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 37.89% |
$2.99M - $3.31M
|
57.4K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
15.8K+ 3.59% |
$2.99M - $3.31M
|
455K
$137M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
15.6K+ 52.63% |
$2.95M - $3.27M
|
45.1K
$13.6M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15.2KNew |
$2.89M - $3.19M
|
15.2K
$4.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
15K+ 17668.24% |
$2.85M - $3.15M
|
15.1K
$4.56M
|