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
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
85+ 0.75% |
$18.8K - $20.7K
|
11.4K
$3.33M
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
84+ 2.86% |
$18.6K - $20.4K
|
3.02K
$886K
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
83+ 3.78% |
$18.4K - $20.2K
|
2.28K
$668K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
81+ 1.42% |
$18K - $19.7K
|
5.79K
$1.7M
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
81+ 3.24% |
$18K - $19.7K
|
2.58K
$756K
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
80+ 3.53% |
$17.7K - $19.4K
|
2.35K
$688K
|
|
Jan 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
80+ 4.18% |
$17.7K - $19.4K
|
2K
$585K
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
79+ 1.41% |
$17.5K - $19.2K
|
5.69K
$1.67M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
79+ 0.26% |
$17.5K - $19.2K
|
30.2K
$8.84M
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
77New |
$17.1K - $18.7K
|
77
$22.6K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
74+ 15.45% |
$16.4K - $18K
|
553
$162K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
74+ 0.24% |
$16.4K - $18K
|
30.5K
$8.92M
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
73+ 0.14% |
$16.2K - $17.7K
|
51K
$14.9M
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
72+ 7.38% |
$16K - $17.5K
|
1.05K
$307K
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
72+ 5.71% |
$16K - $17.5K
|
1.33K
$391K
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
70+ 5.45% |
$15.5K - $17K
|
1.35K
$397K
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
69+ 1.38% |
$15.3K - $16.8K
|
5.06K
$1.48M
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
69+ 4.24% |
$15.3K - $16.8K
|
1.7K
$497K
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
69+ 1.07% |
$15.3K - $16.8K
|
6.49K
$1.9M
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
68+ 3.93% |
$15.1K - $16.5K
|
1.8K
$527K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
68New |
$15.1K - $16.5K
|
68
$19.9K
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
67+ 2.1% |
$14.9K - $16.3K
|
3.27K
$957K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
67New |
$14.9K - $16.3K
|
67
$19.6K
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
66+ 2.22% |
$14.6K - $16K
|
3.04K
$890K
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
65+ 2.68% |
$14.4K - $15.8K
|
2.49K
$729K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
64+ 2.95% |
$14.2K - $15.5K
|
2.23K
$654K
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
64New |
$14.2K - $15.5K
|
64
$18.8K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
62New |
$13.7K - $15.1K
|
62
$18.2K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
60+ 1.08% |
$13.3K - $14.6K
|
5.62K
$1.65M
|
|
Jan 26, 2022
Q4 2021
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
60+ 1.67% |
$13.3K - $14.6K
|
3.65K
$1.07M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
57+ 0.25% |
$12.6K - $13.8K
|
22.5K
$6.6M
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
57+ 0.81% |
$12.6K - $13.8K
|
7.06K
$2.07M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 3.44% |
$12.6K - $13.8K
|
1.71K
$502K
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
55+ 0.35% |
$12.2K - $13.4K
|
15.8K
$4.62M
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
55+ 2.54% |
$12.2K - $13.4K
|
2.22K
$651K
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
55+ 0.55% |
$12.2K - $13.4K
|
10.1K
$2.97M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
54+ 4.17% |
$12K - $13.1K
|
1.35K
$395K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
53+ 0.13% |
$11.8K - $12.9K
|
40.5K
$11.9M
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
52+ 4.73% |
$11.5K - $12.6K
|
1.15K
$338K
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
52+ 3.01% |
$11.5K - $12.6K
|
1.78K
$521K
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 2.63% |
$11.5K - $12.6K
|
2.03K
$594K
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
51+ 1.18% |
$11.3K - $12.4K
|
4.37K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
51+ 2.33% |
$11.3K - $12.4K
|
2.24K
$657K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
50+ 3.89% |
$11.1K - $12.1K
|
1.34K
$392K
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 2.07% |
$11.1K - $12.1K
|
2.47K
$722K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50New |
$11.1K - $12.1K
|
50
$14.7K
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
49+ 36.03% |
$10.9K - $11.9K
|
185
$54.2K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
49+ 1.82% |
$10.9K - $11.9K
|
2.75K
$805K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
48+ 1.21% |
$10.6K - $11.7K
|
4.01K
$1.18M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
48+ 0.02% |
$10.6K - $11.7K
|
201K
$59M
|