Purchases and Sales Made in Q3 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
25+ 44.64% |
$4.49K - $5.41K
|
81
$24.2K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
24+ 0.09% |
$4.31K - $5.19K
|
28.1K
$8.38M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24+ 0.42% |
$4.31K - $5.19K
|
5.7K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
23+ 0.17% |
$4.13K - $4.97K
|
13.6K
$4.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
23+ 0.04% |
$4.13K - $4.97K
|
58.9K
$17.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
23+ 1.75% |
$4.13K - $4.97K
|
1.34K
$398K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
22+ 0.23% |
$3.95K - $4.76K
|
9.8K
$2.92M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22+ 0.44% |
$3.95K - $4.76K
|
5.07K
$1.51M
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
22+ 0.45% |
$3.95K - $4.76K
|
4.93K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
20+ 0.94% |
$3.59K - $4.32K
|
2.15K
$642K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20+ 0.04% |
$3.59K - $4.32K
|
47.4K
$14.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.44% |
$3.59K - $4.32K
|
4.59K
$1.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
19+ 2.4% |
$3.41K - $4.11K
|
812
$242K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.47% |
$3.41K - $4.11K
|
4.04K
$1.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
19+ 0.77% |
$3.41K - $4.11K
|
2.48K
$739K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
19+ 0.49% |
$3.41K - $4.11K
|
3.91K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
19+ 0.41% |
$3.41K - $4.11K
|
4.64K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
19+ 9.41% |
$3.41K - $4.11K
|
221
$65.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
18+ 0.44% |
$3.23K - $3.89K
|
4.07K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18+ 0.43% |
$3.23K - $3.89K
|
4.16K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
18+ 1.21% |
$3.23K - $3.89K
|
1.51K
$449K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
17+ 0.72% |
$3.05K - $3.68K
|
2.38K
$710K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17+ 0.14% |
$3.05K - $3.68K
|
12.1K
$3.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17+ 0.32% |
$3.05K - $3.68K
|
5.41K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.19% |
$3.05K - $3.68K
|
8.8K
$2.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
17+ 1.31% |
$3.05K - $3.68K
|
1.32K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17+ 0.29% |
$3.05K - $3.68K
|
5.83K
$1.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.02% |
$2.87K - $3.46K
|
72.4K
$21.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 0.22% |
$2.87K - $3.46K
|
7.42K
$2.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16New |
$2.87K - $3.46K
|
16
$4.77K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.3% |
$2.69K - $3.24K
|
5.09K
$1.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
14+ 0.21% |
$2.51K - $3.03K
|
6.56K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
14+ 0.39% |
$2.51K - $3.03K
|
3.64K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13+ 0.14% |
$2.33K - $2.81K
|
9.09K
$2.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13+ 0.32% |
$2.33K - $2.81K
|
4.13K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
13+ 0.72% |
$2.33K - $2.81K
|
1.83K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.29% |
$2.33K - $2.81K
|
4.46K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.41% |
$2.33K - $2.81K
|
3.17K
$946K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
12+ 0.46% |
$2.15K - $2.59K
|
2.64K
$788K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12+ 0.22% |
$2.15K - $2.59K
|
5.35K
$1.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.54% |
$1.79K - $2.16K
|
1.85K
$551K
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
10+ 0.72% |
$1.79K - $2.16K
|
1.39K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10+ 0.3% |
$1.79K - $2.16K
|
3.37K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10+ 0.44% |
$1.79K - $2.16K
|
2.28K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.01% |
$1.79K - $2.16K
|
97.9K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
10+ 0.33% |
$1.79K - $2.16K
|
3K
$894K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
9+ 0.56% |
$1.62K - $1.95K
|
1.61K
$480K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.16% |
$1.62K - $1.95K
|
5.47K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.13% |
$1.62K - $1.95K
|
7.02K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.42% |
$1.62K - $1.95K
|
2.17K
$647K
|