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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
47+ 1.32% |
$10.4K - $11.4K
|
3.6K
$1.05M
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
47New |
$10.4K - $11.4K
|
47
$13.8K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
46+ 3.0% |
$10.2K - $11.2K
|
1.58K
$462K
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
44+ 0.39% |
$9.76K - $10.7K
|
11.3K
$3.31M
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
44+ 0.35% |
$9.76K - $10.7K
|
12.5K
$3.68M
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
44New |
$9.76K - $10.7K
|
44
$12.9K
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
44+ 2.25% |
$9.76K - $10.7K
|
2K
$586K
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
44+ 0.7% |
$9.76K - $10.7K
|
6.37K
$1.87M
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
43+ 1.98% |
$9.53K - $10.4K
|
2.22K
$650K
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
42+ 3.19% |
$9.31K - $10.2K
|
1.36K
$398K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
42+ 4.23% |
$9.31K - $10.2K
|
1.03K
$303K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
42+ 7.41% |
$9.31K - $10.2K
|
609
$178K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
42New |
$9.31K - $10.2K
|
42
$12.3K
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
42+ 0.01% |
$9.31K - $10.2K
|
477K
$140M
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
41+ 0.35% |
$9.09K - $9.96K
|
11.6K
$3.4M
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.65% |
$9.09K - $9.96K
|
2.53K
$742K
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41+ 0.61% |
$9.09K - $9.96K
|
6.77K
$1.98M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
41New |
$9.09K - $9.96K
|
41
$12K
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
40+ 2.31% |
$8.87K - $9.72K
|
1.78K
$520K
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
40New |
$8.87K - $9.72K
|
40
$11.7K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
38+ 0.06% |
$8.43K - $9.23K
|
60.5K
$17.7M
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
37+ 1.85% |
$8.2K - $8.99K
|
2.04K
$597K
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
37+ 1.47% |
$8.2K - $8.99K
|
2.56K
$750K
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
36+ 0.75% |
$7.98K - $8.75K
|
4.82K
$1.41M
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
36New |
$7.98K - $8.75K
|
36
$10.5K
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
BUY
|
- |
35+ 1.81% |
$7.76K - $8.5K
|
1.97K
$578K
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.29% |
$7.76K - $8.5K
|
1.56K
$458K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
35+ 3.08% |
$7.76K - $8.5K
|
1.17K
$344K
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
33+ 2.94% |
$7.32K - $8.02K
|
1.16K
$339K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.1% |
$7.32K - $8.02K
|
32.4K
$9.48M
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
32+ 1.63% |
$7.1K - $7.77K
|
2K
$585K
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
31+ 0.15% |
$6.87K - $7.53K
|
21K
$6.15M
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
31+ 3.12% |
$6.87K - $7.53K
|
1.02K
$300K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
30+ 3.3% |
$6.65K - $7.29K
|
938
$275K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
30+ 2.89% |
$6.65K - $7.29K
|
1.07K
$313K
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
29+ 5.24% |
$6.43K - $7.05K
|
582
$171K
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
28+ 0.04% |
$6.21K - $6.8K
|
68.5K
$20.1M
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 1.11% |
$6.21K - $6.8K
|
2.54K
$745K
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
27+ 0.35% |
$5.99K - $6.56K
|
7.72K
$2.26M
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
27+ 0.44% |
$5.99K - $6.56K
|
6.17K
$1.81M
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
26+ 2.05% |
$5.76K - $6.32K
|
1.29K
$379K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26+ 0.08% |
$5.76K - $6.32K
|
30.7K
$8.99M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
26+ 1.1% |
$5.76K - $6.32K
|
2.39K
$700K
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.14% |
$5.54K - $6.07K
|
17.6K
$5.15M
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.73% |
$5.1K - $5.59K
|
3.19K
$936K
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
23+ 0.26% |
$5.1K - $5.59K
|
8.81K
$2.58M
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23New |
$5.1K - $5.59K
|
23
$6.74K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
23+ 3.28% |
$5.1K - $5.59K
|
724
$212K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21+ 0.27% |
$4.66K - $5.1K
|
7.91K
$2.32M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21New |
$4.66K - $5.1K
|
21
$6.15K
|