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 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-640- 17.2% |
$115K - $138K
|
3.08K
$914K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-641- 0.74% |
$115K - $139K
|
86K
$25.5M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-646- 4.68% |
$116K - $140K
|
13.2K
$3.9M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-649- 12.83% |
$116K - $140K
|
4.41K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-654- 4.31% |
$117K - $141K
|
14.5K
$4.31M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-663- 9.61% |
$119K - $143K
|
6.24K
$1.85M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-677- 8.68% |
$122K - $146K
|
7.13K
$2.11M
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-677- 19.15% |
$122K - $146K
|
2.86K
$847K
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-679- 3.12% |
$122K - $147K
|
21.1K
$6.24M
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-691- 11.7% |
$124K - $149K
|
5.22K
$1.55M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-700- 5.41% |
$126K - $151K
|
12.2K
$3.63M
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-702- 23.08% |
$126K - $152K
|
2.34K
$694K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-702- 5.83% |
$126K - $152K
|
11.3K
$3.36M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-703- 2.26% |
$126K - $152K
|
30.4K
$9.02M
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-706- 13.36% |
$127K - $153K
|
4.58K
$1.36M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-713- 24.31% |
$128K - $154K
|
2.22K
$658K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-743- 54.15% |
$133K - $161K
|
629
$187K
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-744- 26.87% |
$134K - $161K
|
2.03K
$600K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-746- 8.04% |
$134K - $161K
|
8.54K
$2.53M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-766- 4.08% |
$137K - $166K
|
18K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-776- 6.22% |
$139K - $168K
|
11.7K
$3.47M
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-777- 0.84% |
$139K - $168K
|
91.4K
$27.1M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-795- 12.5% |
$143K - $172K
|
5.57K
$1.65M
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-819- 0.55% |
$147K - $177K
|
149K
$44.2M
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
SELL
|
- |
-823- 18.6% |
$148K - $178K
|
3.6K
$1.07M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-831- 21.53% |
$149K - $180K
|
3.03K
$898K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-835- 4.37% |
$150K - $181K
|
18.3K
$5.41M
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-836- 6.37% |
$150K - $181K
|
12.3K
$3.64M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-841- 8.27% |
$151K - $182K
|
9.33K
$2.77M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-854- 12.17% |
$153K - $185K
|
6.16K
$1.83M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-856- 1.72% |
$154K - $185K
|
49.1K
$14.5M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-861- 1.01% |
$155K - $186K
|
84.7K
$25.1M
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-861- 6.07% |
$155K - $186K
|
13.3K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-862- 1.6% |
$155K - $186K
|
53.1K
$15.7M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-865- 27.38% |
$155K - $187K
|
2.29K
$680K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-898- 0.23% |
$161K - $194K
|
387K
$115M
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-899- 1.32% |
$161K - $194K
|
67.3K
$19.9M
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-902- 14.25% |
$162K - $195K
|
5.43K
$1.61M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-903- 7.75% |
$162K - $195K
|
10.7K
$3.19M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-922- 6.62% |
$165K - $199K
|
13K
$3.86M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-922- 41.12% |
$165K - $199K
|
1.32K
$391K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-923- 6.62% |
$166K - $200K
|
13K
$3.86M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-936- 52.85% |
$168K - $202K
|
835
$248K
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-936- 13.15% |
$168K - $202K
|
6.18K
$1.83M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-938- 0.9% |
$168K - $203K
|
103K
$30.6M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-938- 2.15% |
$168K - $203K
|
42.6K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-949- 2.25% |
$170K - $205K
|
41.3K
$12.2M
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-955- 9.27% |
$171K - $207K
|
9.35K
$2.77M
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-957- 13.02% |
$172K - $207K
|
6.39K
$1.9M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-965- 4.45% |
$173K - $209K
|
20.7K
$6.15M
|