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
|
1776 Wealth LLC
|
BUY
|
- |
4.09KNew |
$777K - $859K
|
4.09K
$1.23M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.06K+ 286.25% |
$771K - $852K
|
5.48K
$1.65M
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.06K+ 18.76% |
$770K - $852K
|
25.7K
$7.75M
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
3.96K+ 6.35% |
$752K - $831K
|
66.3K
$20M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
3.96K+ 3.33% |
$751K - $831K
|
123K
$37M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.95KNew |
$751K - $830K
|
3.95K
$1.19M
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3.84KNew |
$729K - $806K
|
3.84K
$1.16M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.8K+ 21.69% |
$722K - $799K
|
21.3K
$6.44M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.8K+ 15.29% |
$722K - $799K
|
28.7K
$8.66M
|
|
May 15, 2023
Q1 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
3.8K+ 10.75% |
$721K - $798K
|
39.1K
$11.8M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.77KNew |
$715K - $791K
|
3.77K
$1.14M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
3.75K+ 50.48% |
$712K - $788K
|
11.2K
$3.38M
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.72K+ 14.13% |
$705K - $780K
|
30K
$9.06M
|
|
Apr 06, 2023
Q1 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3.7K+ 0.81% |
$703K - $777K
|
463K
$140M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.64K+ 96.3% |
$692K - $765K
|
7.43K
$2.24M
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.63K+ 219.44% |
$690K - $763K
|
5.29K
$1.6M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.58KNew |
$679K - $751K
|
3.58K
$1.08M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.58K+ 10.33% |
$679K - $751K
|
38.2K
$11.5M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
3.55K+ 158.62% |
$675K - $746K
|
5.79K
$1.75M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
3.55K+ 158.62% |
$675K - $746K
|
5.79K
$1.75M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.55K+ 1.37% |
$674K - $746K
|
263K
$79.2M
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.51K+ 10.64% |
$667K - $738K
|
36.5K
$11M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.51K+ 21.61% |
$666K - $737K
|
19.7K
$5.96M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.51K+ 11.9% |
$666K - $736K
|
33K
$9.95M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.5K+ 10.63% |
$665K - $736K
|
36.5K
$11M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.49K+ 1.13% |
$662K - $732K
|
311K
$93.9M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.47K+ 11.49% |
$658K - $728K
|
33.6K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.42K+ 0.96% |
$649K - $717K
|
360K
$109M
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.36K+ 69.93% |
$638K - $706K
|
8.17K
$2.47M
|
|
May 02, 2023
Q1 2023
|
Wind River Trust CO
|
BUY
|
- |
3.31K+ 3.97% |
$628K - $695K
|
86.8K
$26.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25K+ 0.47% |
$617K - $682K
|
693K
$209M
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
3.24K+ 10.09% |
$614K - $680K
|
35.3K
$10.7M
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.23KNew |
$614K - $679K
|
3.23K
$976K
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.19KNew |
$606K - $670K
|
3.19K
$963K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.18K+ 0.23% |
$603K - $667K
|
1.38M
$417M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.15K+ 21.92% |
$597K - $661K
|
17.5K
$5.28M
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.14KNew |
$596K - $659K
|
3.14K
$948K
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.13K+ 33.19% |
$593K - $656K
|
12.5K
$3.78M
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.1KNew |
$589K - $652K
|
3.1K
$937K
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.1K+ 62.55% |
$589K - $651K
|
8.06K
$2.43M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.08K+ 27.58% |
$585K - $648K
|
14.3K
$4.3M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.07K+ 123.11% |
$584K - $646K
|
5.57K
$1.68M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.06KNew |
$580K - $642K
|
3.06K
$922K
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.01K+ 18.16% |
$572K - $632K
|
19.6K
$5.91M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.01K+ 13.0% |
$571K - $632K
|
26.1K
$7.89M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3KNew |
$570K - $630K
|
3K
$906K
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.94K+ 19.42% |
$558K - $617K
|
18.1K
$5.46M
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.92KNew |
$554K - $613K
|
2.92K
$881K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.91K+ 3.19% |
$553K - $612K
|
94.3K
$28.5M
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.89K+ 37.87% |
$549K - $608K
|
10.5K
$3.18M
|