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 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.02K+ 0.84% |
$225K - $247K
|
123K
$35.9M
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.02KNew |
$225K - $247K
|
1.02K
$297K
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
1.01K+ 31.28% |
$224K - $245K
|
4.23K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1K+ 4.24% |
$222K - $243K
|
24.6K
$7.21M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1KNew |
$222K - $243K
|
1K
$293K
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$222K - $243K
|
1K
$293K
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
996+ 0.44% |
$221K - $242K
|
227K
$66.6M
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
993+ 0.72% |
$220K - $241K
|
139K
$40.7M
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
990+ 87.15% |
$220K - $241K
|
2.13K
$623K
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
985New |
$218K - $239K
|
985
$289K
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
984New |
$218K - $239K
|
984
$288K
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
984New |
$218K - $239K
|
984
$288K
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
979New |
$217K - $238K
|
979
$287K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
978+ 28.23% |
$217K - $238K
|
4.44K
$1.3M
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
975+ 27.11% |
$216K - $237K
|
4.57K
$1.34M
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
971New |
$215K - $236K
|
971
$285K
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
970+ 15.06% |
$215K - $236K
|
7.41K
$2.17M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
961+ 10.19% |
$213K - $233K
|
10.4K
$3.04M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
945+ 174.03% |
$210K - $230K
|
1.49K
$436K
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
930New |
$206K - $226K
|
930
$272K
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
929+ 72.75% |
$206K - $226K
|
2.21K
$646K
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
923+ 4.47% |
$205K - $224K
|
21.6K
$6.32M
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
923+ 10.86% |
$205K - $224K
|
9.42K
$2.76M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
923New |
$205K - $224K
|
923
$270K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
923+ 10.47% |
$205K - $224K
|
9.74K
$2.85M
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
918New |
$204K - $223K
|
918
$269K
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
916New |
$203K - $223K
|
916
$268K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
909+ 35.11% |
$202K - $221K
|
3.5K
$1.02M
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
908+ 0.63% |
$201K - $221K
|
146K
$42.8M
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
907New |
$201K - $220K
|
907
$266K
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
905New |
$201K - $220K
|
905
$265K
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
904New |
$200K - $220K
|
904
$265K
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
902New |
$200K - $219K
|
902
$264K
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
901New |
$200K - $219K
|
901
$264K
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
900New |
$200K - $219K
|
900
$264K
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
897+ 23.92% |
$199K - $218K
|
4.65K
$1.36M
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
895New |
$198K - $217K
|
895
$262K
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
893New |
$198K - $217K
|
893
$262K
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
891New |
$198K - $216K
|
891
$261K
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
891New |
$198K - $216K
|
891
$261K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
890New |
$197K - $216K
|
890
$261K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
885New |
$196K - $215K
|
885
$259K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
883+ 32.38% |
$196K - $215K
|
3.61K
$1.06M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
882+ 4.64% |
$196K - $214K
|
19.9K
$5.82M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
881+ 3.63% |
$195K - $214K
|
25.1K
$7.37M
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
879+ 7.07% |
$195K - $214K
|
13.3K
$3.9M
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
878New |
$195K - $213K
|
878
$257K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
875+ 32.59% |
$194K - $213K
|
3.56K
$1.04M
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
874+ 47.86% |
$194K - $212K
|
2.7K
$791K
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
874New |
$194K - $212K
|
874
$256K
|