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
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
20+ 0.34% |
$4.43K - $4.86K
|
5.88K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.64% |
$4.43K - $4.86K
|
3.14K
$919K
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
19New |
$4.21K - $4.62K
|
19
$5.57K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
18+ 0.58% |
$3.99K - $4.37K
|
3.14K
$920K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
18+ 0.92% |
$3.99K - $4.37K
|
1.98K
$580K
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
18+ 0.63% |
$3.99K - $4.37K
|
2.87K
$842K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18+ 0.29% |
$3.99K - $4.37K
|
6.26K
$1.83M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18New |
$3.99K - $4.37K
|
18
$5.27K
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
17+ 0.33% |
$3.77K - $4.13K
|
5.09K
$1.49M
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
17New |
$3.77K - $4.13K
|
17
$4.98K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
17+ 0.14% |
$3.77K - $4.13K
|
12.2K
$3.57M
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16+ 0.27% |
$3.55K - $3.89K
|
5.87K
$1.72M
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
16+ 0.6% |
$3.55K - $3.89K
|
2.69K
$789K
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
15+ 0.03% |
$3.33K - $3.64K
|
49.8K
$14.6M
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
15+ 0.26% |
$3.33K - $3.64K
|
5.74K
$1.68M
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.97% |
$3.33K - $3.64K
|
1.57K
$459K
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$3.33K - $3.64K
|
4.03K
$1.18M
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
15+ 51.72% |
$3.33K - $3.64K
|
44
$12.9K
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
15+ 0.64% |
$3.33K - $3.64K
|
2.35K
$688K
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.37% |
$3.33K - $3.64K
|
4.12K
$1.21M
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14+ 0.9% |
$3.1K - $3.4K
|
1.56K
$458K
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
14+ 1.02% |
$3.1K - $3.4K
|
1.38K
$404K
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14+ 0.16% |
$3.1K - $3.4K
|
8.99K
$2.63M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
14+ 0.25% |
$3.1K - $3.4K
|
5.67K
$1.66M
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
13+ 0.91% |
$2.88K - $3.16K
|
1.45K
$424K
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 1.15% |
$2.66K - $2.92K
|
1.06K
$310K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
12+ 0.24% |
$2.66K - $2.92K
|
5.04K
$1.48M
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
12+ 0.51% |
$2.66K - $2.92K
|
2.38K
$697K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.47% |
$2.66K - $2.92K
|
2.58K
$755K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
12+ 0.54% |
$2.66K - $2.92K
|
2.23K
$653K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.21% |
$2.44K - $2.67K
|
5.26K
$1.54M
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
11+ 0.35% |
$2.44K - $2.67K
|
3.14K
$920K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.19% |
$2.44K - $2.67K
|
5.74K
$1.68M
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.1% |
$2.22K - $2.43K
|
10.3K
$3.01M
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.76% |
$2.22K - $2.43K
|
1.33K
$390K
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$2.22K - $2.43K
|
10
$2.93K
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
9+ 0.35% |
$2K - $2.19K
|
2.61K
$766K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9+ 0.33% |
$2K - $2.19K
|
2.71K
$794K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9+ 0.54% |
$2K - $2.19K
|
1.69K
$494K
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9+ 0.2% |
$2K - $2.19K
|
4.53K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
8+ 0.4% |
$1.77K - $1.94K
|
2K
$585K
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.51% |
$1.55K - $1.7K
|
1.39K
$407K
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
BUY
|
- |
7+ 0.24% |
$1.55K - $1.7K
|
2.92K
$857K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 0.11% |
$1.55K - $1.7K
|
6.62K
$1.94M
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.75% |
$1.55K - $1.7K
|
938
$275K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 7.22% |
$1.55K - $1.7K
|
104
$30.5K
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$1.33K - $1.46K
|
1.57K
$459K
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6+ 0.59% |
$1.33K - $1.46K
|
1.02K
$299K
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.33K - $1.46K
|
5.39K
$1.58M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.33K - $1.46K
|
5.55K
$1.62M
|