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 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
868+ 3.99% |
$192K - $211K
|
22.6K
$6.63M
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
867+ 7.48% |
$192K - $211K
|
12.5K
$3.65M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
862+ 5.35% |
$191K - $209K
|
17K
$4.97M
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
860New |
$191K - $209K
|
860
$252K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
860New |
$191K - $209K
|
860
$252K
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
860New |
$191K - $209K
|
860
$252K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
855New |
$190K - $208K
|
855
$251K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
853+ 4.98% |
$189K - $207K
|
18K
$5.27M
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
853New |
$189K - $207K
|
853
$250K
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
851+ 15.69% |
$189K - $207K
|
6.27K
$1.84M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
851+ 9.2% |
$189K - $207K
|
10.1K
$2.96M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
848+ 6.12% |
$188K - $206K
|
14.7K
$4.31M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
844+ 2.43% |
$187K - $205K
|
35.5K
$10.4M
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
841+ 3.6% |
$186K - $204K
|
24.2K
$7.09M
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
840New |
$186K - $204K
|
840
$246K
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
839New |
$186K - $204K
|
839
$246K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
838New |
$186K - $204K
|
838
$246K
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
837New |
$186K - $203K
|
837
$245K
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
835New |
$185K - $203K
|
835
$245K
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
835New |
$185K - $203K
|
835
$245K
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
832+ 0.09% |
$184K - $202K
|
936K
$274M
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
825+ 31.21% |
$183K - $200K
|
3.47K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
817New |
$181K - $198K
|
817
$239K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
816+ 1.26% |
$181K - $198K
|
65.8K
$19.3M
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
814+ 1.2% |
$180K - $198K
|
68.8K
$20.2M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
809+ 0.49% |
$179K - $197K
|
165K
$48.5M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
797+ 0.81% |
$177K - $194K
|
98.9K
$29M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
763+ 4.14% |
$169K - $185K
|
19.2K
$5.63M
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
760+ 2.96% |
$169K - $185K
|
26.4K
$7.73M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
759+ 3.65% |
$168K - $184K
|
21.5K
$6.31M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
754+ 7.23% |
$167K - $183K
|
11.2K
$3.28M
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
750+ 7.32% |
$166K - $182K
|
11K
$3.22M
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
740+ 41.5% |
$164K - $180K
|
2.52K
$739K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
736New |
$163K - $179K
|
736
$216K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
733+ 3.97% |
$163K - $178K
|
19.2K
$5.63M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
733+ 16.61% |
$163K - $178K
|
5.15K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
731+ 3.26% |
$162K - $178K
|
23.2K
$6.79M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
731+ 3.26% |
$162K - $178K
|
23.2K
$6.79M
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
730+ 9.62% |
$162K - $177K
|
8.32K
$2.44M
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
730+ 2.1% |
$162K - $177K
|
35.5K
$10.4M
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
730+ 1.77% |
$162K - $177K
|
42K
$12.3M
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
729+ 20.98% |
$162K - $177K
|
4.2K
$1.23M
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
726+ 21.85% |
$161K - $176K
|
4.05K
$1.19M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
722+ 1.46% |
$160K - $175K
|
50.2K
$14.7M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
721+ 1.08% |
$160K - $175K
|
67.7K
$19.8M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
718+ 1.29% |
$159K - $174K
|
56.3K
$16.5M
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
716+ 0.78% |
$159K - $174K
|
92.4K
$27.1M
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
715+ 0.39% |
$159K - $174K
|
185K
$54.3M
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
706+ 1.52% |
$157K - $172K
|
47.3K
$13.8M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
688+ 22.56% |
$153K - $167K
|
3.74K
$1.09M
|