Purchases and Sales Made in Q4 2021 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
4.04K+ 20.1% |
$895K - $980K
|
24.1K
$6.59M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.03KNew |
$894K - $979K
|
4.03K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01K+ 7.28% |
$889K - $974K
|
59K
$16.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4KNew |
$887K - $972K
|
4K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.99KNew |
$886K - $970K
|
3.99K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.98KNew |
$883K - $967K
|
3.98K
$1.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
3.97KNew |
$881K - $965K
|
3.97K
$1.09M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.97KNew |
$880K - $965K
|
3.97K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.97KNew |
$880K - $964K
|
3.97K
$1.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 31.5% |
$879K - $963K
|
16.6K
$4.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.96KNew |
$877K - $961K
|
3.96K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
3.94KNew |
$874K - $957K
|
3.94K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.93K+ 4.71% |
$872K - $955K
|
87.3K
$23.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.9K+ 47.66% |
$865K - $948K
|
12.1K
$3.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
3.9K+ 49.42% |
$865K - $947K
|
11.8K
$3.22M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.83KNew |
$850K - $931K
|
3.83K
$1.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.83K+ 2.8% |
$848K - $930K
|
141K
$38.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.82KNew |
$847K - $928K
|
3.82K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.76K+ 5.5% |
$833K - $913K
|
72.1K
$19.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.75K+ 25.3% |
$832K - $912K
|
18.6K
$5.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.75K+ 76.4% |
$831K - $911K
|
8.66K
$2.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.71K+ 12.23% |
$823K - $902K
|
34.1K
$9.32M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.69KNew |
$818K - $897K
|
3.69K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.68K+ 130.28% |
$816K - $894K
|
6.5K
$1.78M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.64KNew |
$806K - $884K
|
3.64K
$994K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.63KNew |
$804K - $881K
|
3.63K
$991K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
3.62K+ 24.7% |
$802K - $878K
|
18.3K
$4.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.61KNew |
$800K - $877K
|
3.61K
$987K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 2.22% |
$798K - $875K
|
166K
$45.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
3.6KNew |
$798K - $874K
|
3.6K
$984K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.59K+ 487.09% |
$795K - $871K
|
4.32K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.57K+ 8.15% |
$792K - $868K
|
47.4K
$13M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.57K+ 104.26% |
$792K - $867K
|
6.99K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.56KNew |
$790K - $865K
|
3.56K
$974K
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.53K+ 13.34% |
$784K - $859K
|
30K
$8.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.47KNew |
$769K - $843K
|
3.47K
$948K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.46K+ 2.15% |
$767K - $840K
|
164K
$45M
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
3.46K+ 11.27% |
$766K - $839K
|
34.1K
$9.33M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.39KNew |
$751K - $823K
|
3.39K
$926K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.39KNew |
$751K - $823K
|
3.39K
$926K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
3.38K+ 2.75% |
$749K - $820K
|
126K
$34.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.37KNew |
$747K - $818K
|
3.37K
$921K
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.34KNew |
$740K - $811K
|
3.34K
$912K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.31K+ 2.87% |
$734K - $805K
|
119K
$32.4M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 2.87% |
$734K - $805K
|
119K
$32.4M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.26KNew |
$722K - $791K
|
3.26K
$890K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.26K+ 19.86% |
$722K - $791K
|
19.6K
$5.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
3.23K+ 10.72% |
$716K - $785K
|
33.4K
$9.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.22KNew |
$714K - $782K
|
3.22K
$880K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
3.18K+ 32.6% |
$706K - $773K
|
12.9K
$3.54M
|