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 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
5.99K+ 5.63% |
$1.14M - $1.26M
|
112K
$33.9M
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.95K+ 259.39% |
$1.13M - $1.25M
|
8.25K
$2.49M
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
5.9K+ 8.59% |
$1.12M - $1.24M
|
74.6K
$22.5M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.82K+ 4.0% |
$1.1M - $1.22M
|
151K
$45.6M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.8K+ 2.25% |
$1.1M - $1.22M
|
264K
$79.6M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.72K+ 52.83% |
$1.09M - $1.2M
|
16.6K
$5M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.68K+ 7.58% |
$1.08M - $1.19M
|
80.6K
$24.3M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.64K+ 8.85% |
$1.07M - $1.18M
|
69.3K
$20.9M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.58K+ 1.19% |
$1.06M - $1.17M
|
473K
$143M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.57K+ 4.33% |
$1.06M - $1.17M
|
134K
$40.5M
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.55K+ 28.16% |
$1.05M - $1.17M
|
25.3K
$7.62M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.52K+ 0.33% |
$1.05M - $1.16M
|
1.7M
$514M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.52KNew |
$1.05M - $1.16M
|
5.52K
$1.67M
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
5.52K+ 3.82% |
$1.05M - $1.16M
|
150K
$45.3M
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.51K+ 16.33% |
$1.05M - $1.16M
|
39.3K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$1.05M - $1.16M
|
5.51K
$1.66M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.41K+ 4.58% |
$1.03M - $1.14M
|
123K
$37.2M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.32K+ 3.86% |
$1.01M - $1.12M
|
143K
$43.2M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
5.26K+ 2.57% |
$999K - $1.11M
|
210K
$63.5M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
5.26K+ 25.6% |
$999K - $1.1M
|
25.8K
$7.79M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.25K+ 15.8% |
$996K - $1.1M
|
38.5K
$11.6M
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.17K+ 14.68% |
$982K - $1.09M
|
40.4K
$12.2M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.13KNew |
$974K - $1.08M
|
5.13K
$1.55M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.12K+ 6.63% |
$971K - $1.07M
|
82.2K
$24.8M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.09KNew |
$967K - $1.07M
|
5.09K
$1.54M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.02K+ 2461.76% |
$953K - $1.05M
|
5.23K
$1.58M
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5.01K+ 50.1% |
$950K - $1.05M
|
15K
$4.53M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.89K+ 824.96% |
$929K - $1.03M
|
5.49K
$1.66M
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.86K+ 3.32% |
$923K - $1.02M
|
151K
$45.7M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.84K+ 79.86% |
$918K - $1.02M
|
10.9K
$3.29M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.81K+ 9.68% |
$914K - $1.01M
|
54.5K
$16.4M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.81K+ 2.94% |
$913K - $1.01M
|
168K
$50.8M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.72K+ 2.41% |
$895K - $990K
|
200K
$60.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.67K+ 0.35% |
$887K - $981K
|
1.34M
$405M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.67K+ 30.72% |
$886K - $980K
|
19.9K
$5.99M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.6K+ 100.79% |
$873K - $965K
|
9.16K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 23.78% |
$859K - $951K
|
23.6K
$7.11M
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.51K+ 11.13% |
$857K - $948K
|
45.1K
$13.6M
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.5KNew |
$854K - $945K
|
4.5K
$1.36M
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.44K+ 1.88% |
$843K - $933K
|
241K
$72.8M
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4.36KNew |
$827K - $915K
|
4.36K
$1.31M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.35K+ 75.89% |
$825K - $913K
|
10.1K
$3.04M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.31K+ 349.11% |
$818K - $905K
|
5.54K
$1.67M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.28K+ 21.37% |
$813K - $900K
|
24.3K
$7.34M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.25K+ 0.88% |
$807K - $893K
|
486K
$147M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.16K+ 7.63% |
$789K - $873K
|
58.7K
$17.7M
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
4.15K+ 2.52% |
$789K - $872K
|
169K
$51.1M
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 8.72% |
$785K - $869K
|
51.6K
$15.6M
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.13K+ 61.39% |
$783K - $866K
|
10.8K
$3.27M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.11K+ 27.4% |
$780K - $863K
|
19.1K
$5.76M
|