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 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
11.4K+ 5.91% |
$2.53M - $2.77M
|
204K
$59.9M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
11.4K+ 4.36% |
$2.52M - $2.77M
|
273K
$79.9M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.3KNew |
$2.51M - $2.75M
|
11.3K
$3.31M
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$2.5M - $2.74M
|
11.3K
$3.31M
|
|
Feb 04, 2022
Q4 2021
|
Delphi Financial Group, Inc.
|
BUY
|
- |
11.3K+ 3.28% |
$2.5M - $2.74M
|
355K
$104M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$2.5M - $2.73M
|
11.3K
$3.3M
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11.2K+ 6.73% |
$2.48M - $2.71M
|
177K
$51.9M
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.1K+ 70.47% |
$2.47M - $2.7M
|
26.9K
$7.88M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11K+ 5.54% |
$2.44M - $2.67M
|
210K
$61.4M
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$2.43M - $2.66M
|
11K
$3.21M
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 11.39% |
$2.42M - $2.65M
|
107K
$31.3M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.8KNew |
$2.4M - $2.63M
|
10.8K
$3.17M
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$2.39M - $2.62M
|
10.8K
$3.16M
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 3.08% |
$2.38M - $2.61M
|
360K
$105M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.7K+ 9.19% |
$2.38M - $2.6M
|
127K
$37.3M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.7KNew |
$2.36M - $2.59M
|
10.7K
$3.12M
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
10.6KNew |
$2.34M - $2.57M
|
10.6K
$3.1M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$2.33M - $2.55M
|
10.5K
$3.08M
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
10.4K+ 165.52% |
$2.29M - $2.51M
|
16.6K
$4.86M
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
10.3K+ 455.35% |
$2.29M - $2.51M
|
12.6K
$3.7M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
10.3KNew |
$2.29M - $2.51M
|
10.3K
$3.03M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.3K+ 126.14% |
$2.29M - $2.51M
|
18.5K
$5.42M
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3K+ 152.95% |
$2.29M - $2.5M
|
17K
$4.99M
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
BUY
|
- |
10.3KNew |
$2.28M - $2.5M
|
10.3K
$3.01M
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
10.3KNew |
$2.28M - $2.5M
|
10.3K
$3.01M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3KNew |
$2.28M - $2.5M
|
10.3K
$3.01M
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.2KNew |
$2.27M - $2.49M
|
10.2K
$3M
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
10.2K+ 7.46% |
$2.25M - $2.47M
|
146K
$42.9M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
10.1K+ 7.92% |
$2.24M - $2.46M
|
138K
$40.3M
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.1KNew |
$2.23M - $2.44M
|
10.1K
$2.95M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.88K+ 0.59% |
$2.19M - $2.4M
|
1.68M
$491M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.87K+ 72.27% |
$2.19M - $2.4M
|
23.5K
$6.89M
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.84KNew |
$2.18M - $2.39M
|
9.84K
$2.88M
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.8KNew |
$2.17M - $2.38M
|
9.8K
$2.87M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.76K+ 7.51% |
$2.16M - $2.37M
|
140K
$40.9M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.64K+ 111.78% |
$2.14M - $2.34M
|
18.3K
$5.35M
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
9.62KNew |
$2.13M - $2.34M
|
9.62K
$2.82M
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.57K+ 4.23% |
$2.12M - $2.32M
|
236K
$69.1M
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.53KNew |
$2.11M - $2.32M
|
9.53K
$2.79M
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
9.47K+ 1.42% |
$2.1M - $2.3M
|
679K
$199M
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
9.44KNew |
$2.09M - $2.29M
|
9.44K
$2.76M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
9.44K+ 19.56% |
$2.09M - $2.29M
|
57.7K
$16.9M
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9.37K+ 143.19% |
$2.08M - $2.28M
|
15.9K
$4.66M
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
9.37K+ 228.23% |
$2.08M - $2.28M
|
13.5K
$3.95M
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.36K+ 4.08% |
$2.07M - $2.27M
|
239K
$69.9M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.29K+ 4.29% |
$2.06M - $2.26M
|
226K
$66.2M
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9.23K+ 4.29% |
$2.05M - $2.24M
|
224K
$65.7M
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
9.21KNew |
$2.04M - $2.24M
|
9.21K
$2.7M
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
9.06K+ 4.37% |
$2.01M - $2.2M
|
216K
$63.3M
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
8.99KNew |
$1.99M - $2.18M
|
8.99K
$2.63M
|