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 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.14% |
$1.44K - $1.73K
|
5.61K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
8+ 0.33% |
$1.44K - $1.73K
|
2.42K
$716K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8+ 0.01% |
$1.44K - $1.73K
|
64.2K
$19M
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.35% |
$1.44K - $1.73K
|
2.32K
$688K
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
7+ 0.44% |
$1.26K - $1.51K
|
1.6K
$473K
|
|
Oct 20, 2022
Q3 2022
|
Barton Investment Management
|
BUY
|
- |
7+ 0.05% |
$1.26K - $1.51K
|
13.4K
$3.96M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.63% |
$1.26K - $1.51K
|
1.12K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.12% |
$1.26K - $1.51K
|
5.72K
$1.7M
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.44% |
$1.08K - $1.3K
|
1.36K
$402K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
6+ 0.16% |
$1.08K - $1.3K
|
3.76K
$1.12M
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6+ 0.25% |
$1.08K - $1.3K
|
2.45K
$725K
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
6+ 0.32% |
$1.08K - $1.3K
|
1.9K
$565K
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6+ 0.03% |
$1.08K - $1.3K
|
17.7K
$5.26M
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6+ 0.41% |
$1.08K - $1.3K
|
1.45K
$431K
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
5+ 0.29% |
$897 - $1.08K
|
1.74K
$516K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5+ 0.26% |
$897 - $1.08K
|
1.91K
$566K
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
5+ 0.31% |
$897 - $1.08K
|
1.63K
$484K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.36% |
$897 - $1.08K
|
1.4K
$415K
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$897 - $1.08K
|
1.69K
$500K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
5+ 0.38% |
$897 - $1.08K
|
1.31K
$387K
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5+ 0.17% |
$897 - $1.08K
|
3.01K
$891K
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.47% |
$897 - $1.08K
|
1.08K
$319K
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.37% |
$718 - $865
|
1.1K
$325K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.45% |
$718 - $865
|
900
$267K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.34% |
$718 - $865
|
1.17K
$347K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4+ 0.09% |
$718 - $865
|
4.26K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.14% |
$718 - $865
|
2.86K
$847K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
4+ 0.35% |
$718 - $865
|
1.14K
$339K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.21% |
$718 - $865
|
1.88K
$556K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$538 - $649
|
688
$204K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.06% |
$538 - $649
|
5.14K
$1.52M
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$538 - $649
|
1.67K
$495K
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
3+ 0.22% |
$538 - $649
|
1.36K
$404K
|
|
Nov 02, 2022
Q3 2022
|
Mercer Investments LLC
|
BUY
|
- |
3+ 0.46% |
$538 - $649
|
655
$194K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.07% |
$538 - $649
|
4.52K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
3+ 0.01% |
$538 - $649
|
30K
$8.9M
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3+ 0.07% |
$538 - $649
|
4.16K
$1.23M
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.59% |
$538 - $649
|
513
$152K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$359 - $432
|
17.1K
$5.06M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.7% |
$359 - $432
|
289
$85.7K
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$359 - $432
|
1.63K
$483K
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2+ 0.0% |
$359 - $432
|
61.4K
$18.2M
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
BUY
|
- |
2+ 0.08% |
$359 - $432
|
2.37K
$703K
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$359 - $432
|
282K
$83.7M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.35% |
$359 - $432
|
567
$168K
|
|
Nov 10, 2022
Q3 2022
|
Zeit Capital LLC
|
BUY
|
- |
2+ 0.1% |
$359 - $432
|
2.05K
$609K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2+ 0.07% |
$359 - $432
|
2.77K
$823K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.0% |
$359 - $432
|
116K
$34.3M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.1% |
$359 - $432
|
1.98K
$586K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1+ 0.02% |
$179 - $216
|
5.77K
$1.71M
|