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 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16+ 0.29% |
$3.51K - $3.75K
|
5.54K
$1.62M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16+ 1.37% |
$3.51K - $3.75K
|
1.19K
$348K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
15+ 0.37% |
$3.29K - $3.52K
|
4.06K
$1.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$3.07K - $3.28K
|
6.45K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14+ 0.92% |
$3.07K - $3.28K
|
1.54K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.22% |
$2.85K - $3.05K
|
5.83K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 0.64% |
$2.85K - $3.05K
|
2.03K
$595K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13+ 0.26% |
$2.85K - $3.05K
|
5K
$1.47M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.12% |
$2.63K - $2.81K
|
10.3K
$3M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.15% |
$2.41K - $2.58K
|
7.14K
$2.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
11+ 0.13% |
$2.41K - $2.58K
|
8.51K
$2.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.64% |
$2.41K - $2.58K
|
1.72K
$504K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
10+ 0.43% |
$2.19K - $2.34K
|
2.31K
$677K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
10New |
$2.19K - $2.34K
|
10
$2.93K
|
|
|
Oct 29, 2021
Q3 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
10New |
$2.19K - $2.34K
|
10
$2.93K
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
10+ 0.31% |
$2.19K - $2.34K
|
3.22K
$944K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.32% |
$2.19K - $2.34K
|
3.12K
$914K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 3.86% |
$1.97K - $2.11K
|
242
$70.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.17% |
$1.97K - $2.11K
|
5.25K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9+ 0.1% |
$1.97K - $2.11K
|
9.35K
$2.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
8+ 0.04% |
$1.75K - $1.87K
|
20.1K
$5.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.05% |
$1.75K - $1.87K
|
17.7K
$5.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
8+ 0.14% |
$1.75K - $1.87K
|
5.86K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8+ 0.48% |
$1.75K - $1.87K
|
1.68K
$492K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.13% |
$1.75K - $1.87K
|
6.24K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7+ 1.44% |
$1.53K - $1.64K
|
494
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7+ 0.31% |
$1.53K - $1.64K
|
2.26K
$662K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
6+ 0.63% |
$1.32K - $1.41K
|
964
$282K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.05% |
$1.32K - $1.41K
|
11.1K
$3.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6+ 0.19% |
$1.32K - $1.41K
|
3.18K
$931K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
5+ 0.32% |
$1.1K - $1.17K
|
1.56K
$457K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$1.1K - $1.17K
|
1.34K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
5+ 0.21% |
$1.1K - $1.17K
|
2.43K
$711K
|
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.32% |
$1.1K - $1.17K
|
1.55K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.1K - $1.17K
|
5
$1.47K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5+ 0.24% |
$1.1K - $1.17K
|
2.05K
$601K
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.35% |
$1.1K - $1.17K
|
1.43K
$420K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.23% |
$877 - $937
|
1.73K
$507K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.25% |
$877 - $937
|
1.63K
$477K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.16% |
$877 - $937
|
2.45K
$719K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4+ 0.31% |
$877 - $937
|
1.27K
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.33% |
$877 - $937
|
1.21K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4+ 0.29% |
$877 - $937
|
1.39K
$406K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.2% |
$877 - $937
|
1.98K
$579K
|
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
3+ 0.18% |
$658 - $703
|
1.63K
$477K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3+ 0.01% |
$658 - $703
|
20.7K
$6.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.29% |
$658 - $703
|
1.05K
$306K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.13% |
$658 - $703
|
2.33K
$683K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Investments LLC
|
BUY
|
- |
3+ 0.25% |
$658 - $703
|
1.18K
$346K
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
BUY
|
- |
3+ 0.08% |
$658 - $703
|
3.9K
$1.14M
|