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 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
678New |
$150K - $165K
|
678
$199K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
677+ 8.12% |
$150K - $164K
|
9.02K
$2.64M
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
674+ 11.99% |
$149K - $164K
|
6.3K
$1.84M
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
663+ 47.12% |
$147K - $161K
|
2.07K
$607K
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
662+ 6.7% |
$147K - $161K
|
10.5K
$3.09M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
660+ 10.0% |
$146K - $160K
|
7.26K
$2.13M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
659+ 0.34% |
$146K - $160K
|
192K
$56.2M
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
654+ 49.4% |
$145K - $159K
|
1.98K
$580K
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
653+ 44.18% |
$145K - $159K
|
2.13K
$624K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
652+ 0.87% |
$145K - $158K
|
75.2K
$22M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
650+ 3.29% |
$144K - $158K
|
20.4K
$5.98M
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
645New |
$143K - $157K
|
645
$189K
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
635+ 10.89% |
$141K - $154K
|
6.47K
$1.89M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
629New |
$139K - $153K
|
629
$184K
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
621+ 1.84% |
$138K - $151K
|
34.4K
$10.1M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
620+ 0.34% |
$137K - $151K
|
185K
$54.1M
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
611+ 16.98% |
$135K - $148K
|
4.21K
$1.23M
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
604+ 1.1% |
$134K - $147K
|
55.3K
$16.2M
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
602+ 2.38% |
$133K - $146K
|
25.9K
$7.6M
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
600+ 25.21% |
$133K - $146K
|
2.98K
$873K
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
591+ 48.84% |
$131K - $144K
|
1.8K
$528K
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
590+ 3.39% |
$131K - $143K
|
18K
$5.27M
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
585+ 4.31% |
$130K - $142K
|
14.2K
$4.15M
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
584+ 18.39% |
$129K - $142K
|
3.76K
$1.1M
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
580+ 3.21% |
$129K - $141K
|
18.6K
$5.46M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
577+ 4.86% |
$128K - $140K
|
12.5K
$3.65M
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
575+ 1.58% |
$127K - $140K
|
37K
$10.8M
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
575+ 12.1% |
$127K - $140K
|
5.33K
$1.56M
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
574+ 2.17% |
$127K - $139K
|
27.1K
$7.93M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
570+ 5.58% |
$126K - $138K
|
10.8K
$3.16M
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
548+ 12.8% |
$122K - $133K
|
4.83K
$1.42M
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
546+ 4.72% |
$121K - $133K
|
12.1K
$3.55M
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
542+ 10.0% |
$120K - $132K
|
5.96K
$1.75M
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
539+ 28.78% |
$120K - $131K
|
2.41K
$707K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
537+ 4.74% |
$119K - $130K
|
11.9K
$3.48M
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
522+ 1.41% |
$116K - $127K
|
37.6K
$11M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
512+ 3.85% |
$114K - $124K
|
13.8K
$4.04M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
504+ 3.66% |
$112K - $122K
|
14.3K
$4.18M
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
500+ 2.78% |
$111K - $121K
|
18.5K
$5.42M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
499+ 1.63% |
$111K - $121K
|
31.1K
$9.12M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
497New |
$110K - $121K
|
497
$146K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
496+ 99.4% |
$110K - $121K
|
995
$292K
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
495+ 2.62% |
$110K - $120K
|
19.4K
$5.68M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
494+ 2.28% |
$110K - $120K
|
22.1K
$6.48M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
492+ 35.22% |
$109K - $120K
|
1.89K
$553K
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
486+ 47.55% |
$108K - $118K
|
1.51K
$442K
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
485+ 3.89% |
$108K - $118K
|
13K
$3.8M
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
485+ 0.75% |
$108K - $118K
|
64.8K
$19M
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
481+ 2.55% |
$107K - $117K
|
19.4K
$5.67M
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
474+ 21.0% |
$105K - $115K
|
2.73K
$800K
|