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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
26.4K+ 23.08% |
$4.74M - $5.71M
|
141K
$41.8M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
26.1K+ 530.93% |
$4.69M - $5.65M
|
31K
$9.2M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
24.9KNew |
$4.47M - $5.38M
|
24.9K
$7.38M
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
24.9K+ 12.37% |
$4.46M - $5.38M
|
226K
$67M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 70.85% |
$4.45M - $5.36M
|
59.8K
$17.7M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
24KNew |
$4.31M - $5.19M
|
24K
$7.12M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8K+ 372.2% |
$4.27M - $5.15M
|
30.2K
$8.95M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
23.7K+ 63.08% |
$4.26M - $5.13M
|
61.3K
$18.2M
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
23.6KNew |
$4.24M - $5.11M
|
23.6K
$7.01M
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
23.2KNew |
$4.17M - $5.02M
|
23.2K
$6.89M
|
|
Nov 14, 2022
Q3 2022
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
22.9K+ 5.73% |
$4.11M - $4.95M
|
423K
$125M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22.5K+ 16.68% |
$4.04M - $4.87M
|
158K
$46.8M
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
22.2K+ 6.66% |
$3.99M - $4.81M
|
356K
$106M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
22.2K+ 6.58% |
$3.98M - $4.79M
|
359K
$106M
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
22.1K+ 227.52% |
$3.96M - $4.77M
|
31.8K
$9.42M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.6K+ 73.76% |
$3.87M - $4.66M
|
50.8K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.5K+ 28.15% |
$3.86M - $4.65M
|
98K
$29M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20.5K+ 44.38% |
$3.68M - $4.43M
|
66.7K
$19.8M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
20K+ 8.21% |
$3.59M - $4.33M
|
264K
$78.1M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 21.24% |
$3.4M - $4.09M
|
108K
$32M
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
18.9K+ 3.51% |
$3.39M - $4.08M
|
557K
$165M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
18.9K+ 15.06% |
$3.39M - $4.08M
|
144K
$42.8M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
18.7K+ 9.69% |
$3.36M - $4.05M
|
212K
$62.9M
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.5K+ 72.93% |
$3.33M - $4.01M
|
44K
$13M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.2K+ 3.72% |
$3.27M - $3.93M
|
507K
$150M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
18.1K+ 10.82% |
$3.25M - $3.92M
|
186K
$55M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.1K+ 38.23% |
$3.25M - $3.91M
|
65.4K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17.7K+ 6.03% |
$3.17M - $3.82M
|
311K
$92.2M
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
17.5K+ 2.44% |
$3.13M - $3.78M
|
734K
$218M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
17K+ 3.99% |
$3.05M - $3.67M
|
443K
$131M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 45.22% |
$3.04M - $3.66M
|
54.4K
$16.1M
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16.8K+ 32.38% |
$3.02M - $3.64M
|
68.8K
$20.4M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
16.4K+ 3.71% |
$2.95M - $3.56M
|
460K
$136M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 25.07% |
$2.9M - $3.5M
|
80.7K
$23.9M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
15.9K+ 18.28% |
$2.86M - $3.44M
|
103K
$30.5M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 0.35% |
$2.83M - $3.41M
|
4.51M
$1.34B
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.5K+ 98.59% |
$2.78M - $3.35M
|
31.2K
$9.26M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
15.5K+ 476.96% |
$2.78M - $3.35M
|
18.7K
$5.55M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14.9K+ 3.15% |
$2.67M - $3.22M
|
487K
$144M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
14.7K+ 30.55% |
$2.63M - $3.17M
|
62.7K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Kearns & Associates LLC
|
BUY
|
- |
14.2K+ 15.24% |
$2.55M - $3.08M
|
108K
$31.9M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 6.4% |
$2.53M - $3.05M
|
235K
$69.6M
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
13.8KNew |
$2.48M - $2.98M
|
13.8K
$4.09M
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.7K+ 1250.86% |
$2.47M - $2.97M
|
14.8K
$4.4M
|
|
Nov 10, 2022
Q3 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
13.1K+ 3.04% |
$2.35M - $2.83M
|
443K
$131M
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
13K+ 8.45% |
$2.34M - $2.81M
|
167K
$49.5M
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
12.9K+ 100.94% |
$2.31M - $2.78M
|
25.6K
$7.6M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.8K+ 7.69% |
$2.3M - $2.77M
|
179K
$53.2M
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.5K+ 732.02% |
$2.24M - $2.69M
|
14.2K
$4.2M
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.4K+ 3.42% |
$2.23M - $2.69M
|
376K
$111M
|