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 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
42+ 0.53% |
$9.21K - $9.84K
|
7.92K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
41+ 0.33% |
$8.99K - $9.61K
|
12.5K
$3.66M
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
40+ 1.54% |
$8.77K - $9.37K
|
2.64K
$774K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
39+ 0.97% |
$8.55K - $9.14K
|
4.05K
$1.19M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
38+ 1.04% |
$8.33K - $8.91K
|
3.68K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
38+ 8.24% |
$8.33K - $8.91K
|
499
$146K
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
37+ 1.69% |
$8.11K - $8.67K
|
2.22K
$651K
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
37+ 0.85% |
$8.11K - $8.67K
|
4.37K
$1.28M
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
BUY
|
- |
36+ 0.17% |
$7.89K - $8.44K
|
20.9K
$6.12M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
36+ 0.1% |
$7.89K - $8.44K
|
34.7K
$10.2M
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
35+ 0.63% |
$7.67K - $8.2K
|
5.62K
$1.65M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
34+ 6.5% |
$7.45K - $7.97K
|
557
$163K
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
34+ 0.73% |
$7.45K - $7.97K
|
4.67K
$1.37M
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
33+ 2.28% |
$7.23K - $7.73K
|
1.48K
$433K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
32+ 2.49% |
$7.02K - $7.5K
|
1.32K
$386K
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
32+ 2.34% |
$7.02K - $7.5K
|
1.4K
$410K
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
32+ 0.31% |
$7.02K - $7.5K
|
10.4K
$3.06M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31+ 0.95% |
$6.8K - $7.27K
|
3.28K
$962K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
31New |
$6.8K - $7.27K
|
31
$9.08K
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
30+ 2.37% |
$6.58K - $7.03K
|
1.29K
$379K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
30+ 2.84% |
$6.58K - $7.03K
|
1.09K
$319K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29New |
$6.36K - $6.8K
|
29
$8.5K
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
28+ 0.49% |
$6.14K - $6.56K
|
5.7K
$1.67M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
28+ 19.72% |
$6.14K - $6.56K
|
170
$49.8K
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
27+ 0.79% |
$5.92K - $6.33K
|
3.43K
$1M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
27+ 2.08% |
$5.92K - $6.33K
|
1.32K
$388K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
26+ 0.24% |
$5.7K - $6.09K
|
10.7K
$3.13M
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
26+ 1.32% |
$5.7K - $6.09K
|
2K
$587K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
25+ 0.53% |
$5.48K - $5.86K
|
4.77K
$1.4M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 0.15% |
$5.48K - $5.86K
|
16.4K
$4.8M
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
25+ 0.33% |
$5.48K - $5.86K
|
7.7K
$2.26M
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
25+ 0.52% |
$5.48K - $5.86K
|
4.86K
$1.42M
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
24+ 0.46% |
$5.26K - $5.62K
|
5.25K
$1.54M
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
24+ 1.47% |
$5.26K - $5.62K
|
1.66K
$485K
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
22+ 0.93% |
$4.82K - $5.16K
|
2.4K
$702K
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
22+ 0.13% |
$4.82K - $5.16K
|
17.6K
$5.14M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
22+ 1.46% |
$4.82K - $5.16K
|
1.53K
$449K
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22+ 4.72% |
$4.82K - $5.16K
|
488
$143K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.16% |
$4.6K - $4.92K
|
12.8K
$3.75M
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
21+ 0.86% |
$4.6K - $4.92K
|
2.47K
$724K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.75% |
$4.38K - $4.69K
|
2.67K
$783K
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
20+ 0.96% |
$4.38K - $4.69K
|
2.1K
$614K
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
19+ 2.08% |
$4.17K - $4.45K
|
931
$273K
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
18+ 0.28% |
$3.95K - $4.22K
|
6.35K
$1.86M
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18+ 0.06% |
$3.95K - $4.22K
|
30.7K
$8.98M
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
17+ 1.74% |
$3.73K - $3.98K
|
993
$291K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
17+ 3.17% |
$3.73K - $3.98K
|
553
$162K
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
16+ 0.99% |
$3.51K - $3.75K
|
1.64K
$480K
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
16+ 0.62% |
$3.51K - $3.75K
|
2.6K
$763K
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
16+ 0.82% |
$3.51K - $3.75K
|
1.96K
$573K
|