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 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-3.02K- 6.03% |
$542K - $653K
|
47K
$13.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 7.81% |
$543K - $655K
|
35.8K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-3.06K- 2.9% |
$549K - $661K
|
102K
$30.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-3.18K- 82.8% |
$571K - $688K
|
661
$196K
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.19KClosed |
$573K - $690K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-3.21K- 7.21% |
$576K - $694K
|
41.3K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.26K- 7.3% |
$585K - $705K
|
41.4K
$12.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.28K- 0.73% |
$588K - $709K
|
448K
$133M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.35K- 6.08% |
$601K - $724K
|
51.7K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.37K- 63.91% |
$605K - $729K
|
1.9K
$565K
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-3.38K- 1.53% |
$606K - $730K
|
218K
$64.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.41K- 55.14% |
$612K - $738K
|
2.78K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 9.39% |
$618K - $745K
|
33.2K
$9.85M
|
|
|
Mar 21, 2023
Q3 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-3.53K- 0.67% |
$633K - $763K
|
522K
$155M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.54K- 7.88% |
$635K - $765K
|
41.4K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.58K- 11.18% |
$642K - $773K
|
28.4K
$8.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.58K- 1.53% |
$642K - $774K
|
230K
$68.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.59K- 28.59% |
$644K - $776K
|
8.96K
$2.66M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.6K- 72.39% |
$647K - $779K
|
1.37K
$407K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.63K- 66.67% |
$652K - $786K
|
1.82K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.65K- 3.1% |
$655K - $789K
|
114K
$33.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-3.68K- 12.39% |
$661K - $796K
|
26K
$7.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.78K- 13.91% |
$678K - $817K
|
23.4K
$6.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 5.64% |
$683K - $823K
|
63.6K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.82K- 1.69% |
$686K - $827K
|
222K
$65.8M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.89K- 20.29% |
$697K - $840K
|
15.3K
$4.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-3.97K- 37.89% |
$713K - $859K
|
6.51K
$1.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.05K- 6.0% |
$726K - $875K
|
63.4K
$18.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.07K- 5.31% |
$730K - $880K
|
72.6K
$21.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.07K- 2.14% |
$730K - $880K
|
186K
$55.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.07K- 9.0% |
$731K - $881K
|
41.2K
$12.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.09K- 4.12% |
$734K - $885K
|
95.2K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.11K- 1.53% |
$737K - $888K
|
265K
$78.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-4.15K- 4.6% |
$745K - $898K
|
86.1K
$25.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
SELL
|
- |
-4.26K- 40.91% |
$765K - $922K
|
6.16K
$1.83M
|
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.31K- 77.73% |
$773K - $932K
|
1.23K
$366K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.38K- 4.07% |
$785K - $946K
|
103K
$30.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-4.41K- 44.87% |
$792K - $954K
|
5.42K
$1.61M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-4.43K- 59.76% |
$795K - $958K
|
2.98K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.43K- 5.2% |
$796K - $959K
|
80.7K
$23.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4.52K- 21.39% |
$810K - $976K
|
16.6K
$4.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-4.6K- 5.9% |
$826K - $995K
|
73.3K
$21.7M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-4.61K- 13.4% |
$828K - $997K
|
29.8K
$8.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.63K- 6.27% |
$831K - $1M
|
69.2K
$20.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.65K- 28.01% |
$835K - $1.01M
|
12K
$3.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.65K- 15.92% |
$835K - $1.01M
|
24.6K
$7.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-4.78K- 21.09% |
$859K - $1.03M
|
17.9K
$5.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$862K - $1.04M
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 12.43% |
$879K - $1.06M
|
34.5K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.97K- 6.59% |
$892K - $1.07M
|
70.4K
$20.9M
|