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 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
213+ 5.78% |
$47.2K - $51.8K
|
3.9K
$1.15M
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
213+ 0.33% |
$47.2K - $51.8K
|
64.7K
$19.2M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
210+ 2.46% |
$46.6K - $51K
|
8.74K
$2.59M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
210+ 1.78% |
$46.6K - $51K
|
12K
$3.57M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
209+ 28.02% |
$46.3K - $50.8K
|
955
$283K
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
207+ 13.5% |
$45.9K - $50.3K
|
1.74K
$516K
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
205+ 2.86% |
$45.5K - $49.8K
|
7.36K
$2.18M
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
205+ 3.88% |
$45.5K - $49.8K
|
5.49K
$1.63M
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
202+ 21.6% |
$44.8K - $49.1K
|
1.14K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
200New |
$44.3K - $48.6K
|
200
$59.3K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
200New |
$44.3K - $48.6K
|
200
$59.3K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
200+ 47.17% |
$44.3K - $48.6K
|
624
$185K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
199+ 10.51% |
$44.1K - $48.3K
|
2.09K
$620K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
198+ 14.02% |
$43.9K - $48.1K
|
1.61K
$477K
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
196New |
$43.5K - $47.6K
|
196
$58.1K
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
196+ 0.28% |
$43.5K - $47.6K
|
70.8K
$21M
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
193+ 0.38% |
$42.8K - $46.9K
|
50.7K
$15M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
192+ 0.23% |
$42.6K - $46.6K
|
83.1K
$24.7M
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
192+ 3.95% |
$42.6K - $46.6K
|
5.05K
$1.5M
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
189+ 1.73% |
$41.9K - $45.9K
|
11.1K
$3.3M
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
186+ 10.33% |
$41.2K - $45.2K
|
1.99K
$589K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
183+ 1.6% |
$40.6K - $44.5K
|
11.6K
$3.44M
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
181+ 4.81% |
$40.1K - $44K
|
3.94K
$1.17M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
181+ 3.45% |
$40.1K - $44K
|
5.42K
$1.61M
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
180New |
$39.9K - $43.7K
|
180
$53.4K
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
178+ 4.63% |
$39.5K - $43.2K
|
4.02K
$1.19M
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
175+ 2.63% |
$38.8K - $42.5K
|
6.82K
$2.02M
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
175+ 4.68% |
$38.8K - $42.5K
|
3.92K
$1.16M
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
171+ 11.03% |
$37.9K - $41.5K
|
1.72K
$510K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
171+ 3.44% |
$37.9K - $41.5K
|
5.14K
$1.52M
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
170+ 12.54% |
$37.7K - $41.3K
|
1.53K
$452K
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 0.42% |
$37.7K - $41.3K
|
40.5K
$12M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
170+ 0.86% |
$37.7K - $41.3K
|
20K
$5.94M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
169+ 0.82% |
$37.5K - $41.1K
|
20.8K
$6.18M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
165+ 4.97% |
$36.6K - $40.1K
|
3.48K
$1.03M
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
163+ 8.31% |
$36.1K - $39.6K
|
2.12K
$630K
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
161+ 0.8% |
$35.7K - $39.1K
|
20.3K
$6.02M
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
161+ 0.58% |
$35.7K - $39.1K
|
27.8K
$8.25M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
155New |
$34.4K - $37.7K
|
155
$46K
|
|
Feb 07, 2022
Q4 2021
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
155+ 4.58% |
$34.4K - $37.7K
|
3.54K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
155+ 0.44% |
$34.4K - $37.7K
|
35.1K
$10.4M
|
|
Feb 09, 2022
Q4 2021
|
Af Advisors, Inc.
|
BUY
|
- |
154+ 3.37% |
$34.1K - $37.4K
|
4.73K
$1.4M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
152+ 4.0% |
$33.7K - $36.9K
|
3.95K
$1.17M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
150New |
$33.3K - $36.4K
|
150
$44.5K
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
148+ 9.12% |
$32.8K - $36K
|
1.77K
$525K
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 6.99% |
$32.6K - $35.7K
|
2.25K
$667K
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
147+ 11.94% |
$32.6K - $35.7K
|
1.38K
$409K
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
146+ 0.22% |
$32.4K - $35.5K
|
68.1K
$20.2M
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
146+ 7.95% |
$32.4K - $35.5K
|
1.98K
$588K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
145+ 6.27% |
$32.2K - $35.2K
|
2.46K
$728K
|