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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.18K+ 0.52% |
$706K - $773K
|
617K
$174M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
3.17KNew |
$703K - $770K
|
3.17K
$891K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.16K+ 11.91% |
$701K - $768K
|
29.7K
$8.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.15K+ 154.79% |
$698K - $765K
|
5.19K
$1.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.15K+ 10.77% |
$698K - $765K
|
32.4K
$9.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.09KNew |
$686K - $751K
|
3.09K
$870K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.07KNew |
$681K - $746K
|
3.07K
$864K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.05K+ 0.45% |
$677K - $742K
|
676K
$190M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
3.04K+ 32.85% |
$673K - $737K
|
12.3K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.04K+ 4.21% |
$673K - $737K
|
75.1K
$21.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.96K+ 3.74% |
$656K - $719K
|
82.1K
$23.1M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.91KNew |
$645K - $707K
|
2.91K
$818K
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.9KNew |
$643K - $704K
|
2.9K
$815K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 1.36% |
$641K - $702K
|
215K
$60.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.88KNew |
$639K - $700K
|
2.88K
$810K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
2.85KNew |
$633K - $693K
|
2.85K
$802K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.85K+ 8.47% |
$632K - $692K
|
36.5K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.85K+ 80.79% |
$631K - $692K
|
6.37K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.84K+ 34.13% |
$629K - $689K
|
11.2K
$3.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.81K+ 90.91% |
$623K - $682K
|
5.9K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Ashford Advisors, LLC
|
BUY
|
- |
2.79K+ 1.67% |
$618K - $677K
|
169K
$47.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.77K+ 7.47% |
$615K - $673K
|
39.9K
$11.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.75KNew |
$610K - $669K
|
2.75K
$774K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.75K+ 1.71% |
$610K - $668K
|
164K
$46.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.75K+ 187.89% |
$609K - $667K
|
4.21K
$1.18M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.74KNew |
$608K - $666K
|
2.74K
$771K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$606K - $664K
|
2.73K
$768K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.73KNew |
$605K - $663K
|
2.73K
$767K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.7KNew |
$598K - $656K
|
2.7K
$759K
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
2.69K+ 0.47% |
$597K - $654K
|
571K
$161M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.68K+ 7.06% |
$594K - $651K
|
40.6K
$11.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.68K+ 0.3% |
$593K - $650K
|
885K
$249M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.66KNew |
$591K - $647K
|
2.66K
$749K
|
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
BUY
|
- |
2.65K+ 2.87% |
$587K - $643K
|
95K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.64K+ 7.38% |
$586K - $642K
|
38.4K
$10.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.62K+ 3.38% |
$582K - $637K
|
80.3K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.62K+ 31.13% |
$581K - $637K
|
11K
$3.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.62K+ 26.19% |
$581K - $637K
|
12.6K
$3.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.57KNew |
$570K - $624K
|
2.57K
$723K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$568K - $622K
|
2.56K
$720K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 27.09% |
$567K - $621K
|
12K
$3.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.55KNew |
$565K - $619K
|
2.55K
$716K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 100.0% |
$563K - $617K
|
5.08K
$1.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.54K+ 25.82% |
$563K - $617K
|
12.4K
$3.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.54K+ 1.17% |
$562K - $616K
|
219K
$61.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.53K+ 5.51% |
$561K - $614K
|
48.4K
$13.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.53KNew |
$560K - $614K
|
2.53K
$710K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
2.5KNew |
$554K - $607K
|
2.5K
$703K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.5K+ 7.68% |
$554K - $607K
|
35K
$9.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.49K+ 9.71% |
$552K - $605K
|
28.1K
$7.91M
|