Purchases and Sales Made in Q3 2021 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
528+ 0.87% |
$116K - $124K
|
61.3K
$18M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
527+ 58.43% |
$116K - $124K
|
1.43K
$419K
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
520+ 4.58% |
$114K - $122K
|
11.9K
$3.48M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
519+ 47.44% |
$114K - $122K
|
1.61K
$473K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
508+ 90.07% |
$111K - $119K
|
1.07K
$314K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
501+ 0.42% |
$110K - $117K
|
119K
$34.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
501+ 0.67% |
$110K - $117K
|
75.3K
$22.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
494+ 9.74% |
$108K - $116K
|
5.57K
$1.63M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
491+ 2.43% |
$108K - $115K
|
20.7K
$6.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
463+ 10.69% |
$102K - $109K
|
4.79K
$1.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
462+ 9.31% |
$101K - $108K
|
5.42K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
460+ 6.89% |
$101K - $108K
|
7.14K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
457+ 1.23% |
$100K - $107K
|
37.7K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
452+ 1.61% |
$99.1K - $106K
|
28.5K
$8.34M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
450+ 97.83% |
$98.7K - $105K
|
910
$267K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
449+ 17.27% |
$98.4K - $105K
|
3.05K
$893K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
449+ 5.58% |
$98.4K - $105K
|
8.5K
$2.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
442+ 6.86% |
$96.9K - $104K
|
6.88K
$2.02M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
438+ 7.94% |
$96K - $103K
|
5.96K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
435+ 3.37% |
$95.4K - $102K
|
13.4K
$3.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
434+ 9.09% |
$95.1K - $102K
|
5.21K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
429+ 18.49% |
$94K - $101K
|
2.75K
$805K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
428+ 4.83% |
$93.8K - $100K
|
9.3K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
427+ 38.54% |
$93.6K - $100K
|
1.54K
$450K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
425New |
$93.2K - $99.6K
|
425
$125K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
410+ 1.03% |
$89.9K - $96.1K
|
40.3K
$11.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
406+ 14.34% |
$89K - $95.2K
|
3.24K
$949K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
405+ 27.22% |
$88.8K - $94.9K
|
1.89K
$555K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
402+ 2.61% |
$88.1K - $94.2K
|
15.8K
$4.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
402+ 243.64% |
$88.1K - $94.2K
|
567
$166K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
400+ 5.29% |
$87.7K - $93.7K
|
7.96K
$2.33M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
396New |
$86.8K - $92.8K
|
396
$116K
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
394+ 0.69% |
$86.4K - $92.3K
|
57.2K
$16.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
393+ 14.99% |
$86.2K - $92.1K
|
3.02K
$883K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
393+ 1.18% |
$86.2K - $92.1K
|
33.8K
$9.91M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
391+ 2.82% |
$85.7K - $91.6K
|
14.3K
$4.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
385+ 13.89% |
$84.4K - $90.2K
|
3.16K
$925K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
381+ 9.41% |
$83.5K - $89.3K
|
4.43K
$1.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
381+ 1.87% |
$83.5K - $89.3K
|
20.7K
$6.08M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
375+ 10.45% |
$82.2K - $87.9K
|
3.96K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
371+ 6.94% |
$81.3K - $87K
|
5.71K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
370+ 0.26% |
$81.1K - $86.7K
|
141K
$41.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
369+ 11.51% |
$80.9K - $86.5K
|
3.58K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
369+ 1.59% |
$80.9K - $86.5K
|
23.6K
$6.92M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
368+ 0.38% |
$80.7K - $86.2K
|
96.4K
$28.3M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
366+ 55.45% |
$80.2K - $85.8K
|
1.03K
$301K
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
363+ 5.25% |
$79.6K - $85.1K
|
7.28K
$2.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
362+ 25.16% |
$79.4K - $84.8K
|
1.8K
$528K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
361+ 0.29% |
$79.1K - $84.6K
|
123K
$36.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
354+ 6.44% |
$77.6K - $83K
|
5.86K
$1.72M
|