Purchases and Sales Made in Q2 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
272+ 9.91% |
$49.8K - $62.7K
|
3.02K
$900K
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
271+ 0.76% |
$49.6K - $62.5K
|
35.9K
$10.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Claris Advisors, LLC
|
BUY
|
- |
270+ 14.97% |
$49.4K - $62.2K
|
2.07K
$618K
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
270+ 0.18% |
$49.4K - $62.2K
|
154K
$46M
|
|
|
Mar 21, 2023
Q2 2022
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
267+ 0.05% |
$48.9K - $61.5K
|
525K
$157M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
266+ 0.02% |
$48.7K - $61.3K
|
1.43M
$427M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
264+ 2.99% |
$48.3K - $60.9K
|
9.09K
$2.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
258+ 0.52% |
$47.2K - $59.5K
|
50.4K
$15M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
256+ 47.67% |
$46.9K - $59K
|
793
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
253+ 236.45% |
$46.3K - $58.3K
|
360
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
248+ 0.11% |
$45.4K - $57.2K
|
220K
$65.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
247+ 17.87% |
$45.2K - $56.9K
|
1.63K
$486K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
245+ 3.96% |
$44.8K - $56.5K
|
6.44K
$1.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
245+ 1.7% |
$44.8K - $56.5K
|
14.7K
$4.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
242+ 2.15% |
$44.3K - $55.8K
|
11.5K
$3.43M
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
BUY
|
- |
240+ 9.84% |
$43.9K - $55.3K
|
2.68K
$799K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
238+ 2.23% |
$43.6K - $54.9K
|
10.9K
$3.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
234+ 23.68% |
$42.8K - $53.9K
|
1.22K
$364K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
233+ 6.68% |
$42.6K - $53.7K
|
3.72K
$1.11M
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
232+ 11.75% |
$42.5K - $53.5K
|
2.21K
$658K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
229+ 0.25% |
$41.9K - $52.8K
|
91.3K
$27.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
228+ 0.49% |
$41.7K - $52.6K
|
46.7K
$13.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
226+ 5.1% |
$41.4K - $52.1K
|
4.66K
$1.39M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
226+ 12.82% |
$41.4K - $52.1K
|
1.99K
$593K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
223+ 2.52% |
$40.8K - $51.4K
|
9.06K
$2.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
223+ 2.72% |
$40.8K - $51.4K
|
8.43K
$2.51M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
221+ 12.28% |
$40.4K - $50.9K
|
2.02K
$603K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
221+ 6.02% |
$40.4K - $50.9K
|
3.89K
$1.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
221+ 61.9% |
$40.4K - $50.9K
|
578
$172K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
221+ 47.63% |
$40.4K - $50.9K
|
685
$204K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
217+ 14.39% |
$39.7K - $50K
|
1.73K
$514K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
213+ 5.27% |
$39K - $49.1K
|
4.25K
$1.27M
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
212+ 15.79% |
$38.8K - $48.9K
|
1.56K
$464K
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
212+ 6.06% |
$38.8K - $48.9K
|
3.71K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
211+ 6.78% |
$38.6K - $48.6K
|
3.32K
$990K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
204+ 1.36% |
$37.3K - $47K
|
15.2K
$4.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
200+ 3.41% |
$36.6K - $46.1K
|
6.06K
$1.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
200+ 12.05% |
$36.6K - $46.1K
|
1.86K
$555K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
197+ 11.17% |
$36.1K - $45.4K
|
1.96K
$584K
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
BUY
|
- |
193+ 4.2% |
$35.3K - $44.5K
|
4.79K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
191+ 0.86% |
$35K - $44K
|
22.5K
$6.71M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
187+ 1.93% |
$34.2K - $43.1K
|
9.88K
$2.95M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
184+ 2.0% |
$33.7K - $42.4K
|
9.39K
$2.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
181+ 0.3% |
$33.1K - $41.7K
|
61.4K
$18.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
180+ 7.03% |
$32.9K - $41.5K
|
2.74K
$817K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
180+ 0.62% |
$32.9K - $41.5K
|
29.1K
$8.67M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
179+ 10.23% |
$32.8K - $41.3K
|
1.93K
$575K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
178+ 0.52% |
$32.6K - $41K
|
34.3K
$10.2M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
175+ 3.77% |
$32K - $40.3K
|
4.82K
$1.44M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 3.67% |
$31.5K - $39.6K
|
4.86K
$1.45M
|