Purchases and Sales Made in Q1 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 2022. 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 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
610+ 7.13% |
$128K - $148K
|
9.16K
$2.74M
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
606+ 16.36% |
$127K - $147K
|
4.31K
$1.29M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
598+ 51.91% |
$126K - $145K
|
1.75K
$523K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
595+ 1.55% |
$125K - $145K
|
39K
$11.7M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
593+ 10.39% |
$124K - $144K
|
6.3K
$1.88M
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
591+ 10.06% |
$124K - $144K
|
6.47K
$1.93M
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
588+ 0.21% |
$123K - $143K
|
284K
$84.7M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
581+ 4.83% |
$122K - $141K
|
12.6K
$3.76M
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
575+ 0.45% |
$121K - $140K
|
127K
$38M
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
574+ 28.95% |
$120K - $139K
|
2.56K
$764K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
570+ 10.66% |
$120K - $138K
|
5.92K
$1.77M
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
567+ 1.07% |
$119K - $138K
|
53.8K
$16.1M
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
567+ 13.72% |
$119K - $138K
|
4.7K
$1.4M
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
563+ 4.76% |
$118K - $137K
|
12.4K
$3.7M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
558+ 21.64% |
$117K - $136K
|
3.14K
$937K
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
550+ 1.13% |
$115K - $134K
|
49.2K
$14.7M
|
|
May 03, 2022
Q1 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
549+ 7.68% |
$115K - $133K
|
7.7K
$2.3M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
541+ 8.46% |
$114K - $131K
|
6.94K
$2.07M
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
538+ 0.83% |
$113K - $131K
|
65.3K
$19.5M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
531+ 9.55% |
$111K - $129K
|
6.09K
$1.82M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
515+ 29.01% |
$108K - $125K
|
2.29K
$684K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
511+ 10.99% |
$107K - $124K
|
5.16K
$1.54M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
511+ 1.72% |
$107K - $124K
|
30.2K
$9.02M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
509+ 11.66% |
$107K - $124K
|
4.87K
$1.46M
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
508+ 9.26% |
$107K - $123K
|
5.99K
$1.79M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
505+ 2.71% |
$106K - $123K
|
19.1K
$5.72M
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
504+ 17.6% |
$106K - $122K
|
3.37K
$1.01M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
503+ 1.7% |
$106K - $122K
|
30.2K
$9.01M
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
502+ 43.24% |
$105K - $122K
|
1.66K
$497K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
499+ 2.36% |
$105K - $121K
|
21.7K
$6.47M
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
498+ 0.66% |
$105K - $121K
|
75.4K
$22.5M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
497+ 0.75% |
$104K - $121K
|
67K
$20M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
495+ 6.72% |
$104K - $120K
|
7.86K
$2.35M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
489+ 53.91% |
$103K - $119K
|
1.4K
$417K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
489+ 5.8% |
$103K - $119K
|
8.91K
$2.66M
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
488+ 33.04% |
$102K - $119K
|
1.97K
$587K
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
488+ 0.01% |
$102K - $119K
|
6.21M
$1.85B
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
485+ 3.84% |
$102K - $118K
|
13.1K
$3.92M
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
484+ 83.16% |
$102K - $118K
|
1.07K
$318K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
476+ 19.89% |
$99.9K - $116K
|
2.87K
$857K
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
473+ 2.34% |
$99.3K - $115K
|
20.7K
$6.19M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
464+ 4.31% |
$97.4K - $113K
|
11.2K
$3.36M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
461+ 1.45% |
$96.8K - $112K
|
32.2K
$9.6M
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
459+ 18.06% |
$96.3K - $112K
|
3K
$896K
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
454+ 10.66% |
$95.3K - $110K
|
4.71K
$1.41M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
453+ 36.59% |
$95.1K - $110K
|
1.69K
$505K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
438+ 11.65% |
$91.9K - $106K
|
4.2K
$1.25M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
438+ 40.26% |
$91.9K - $106K
|
1.53K
$456K
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
432+ 19.72% |
$90.7K - $105K
|
2.62K
$783K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
425New |
$89.2K - $103K
|
425
$127K
|