Purchases and Sales Made in Q4 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$334K - $381K
|
1.86K
$552K
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.86K+ 114.23% |
$334K - $380K
|
3.49K
$1.03M
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$333K - $379K
|
1.86K
$550K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.86K+ 41.39% |
$333K - $379K
|
6.34K
$1.88M
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.85K+ 4.2% |
$332K - $378K
|
45.8K
$13.6M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.84KNew |
$330K - $375K
|
1.84K
$544K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.83K+ 41.24% |
$328K - $373K
|
6.26K
$1.85M
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.82KNew |
$326K - $372K
|
1.82K
$539K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.81KNew |
$324K - $369K
|
1.81K
$534K
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.79KNew |
$321K - $366K
|
1.79K
$530K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.79K+ 4.19% |
$320K - $365K
|
44.4K
$13.2M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.77KNew |
$318K - $362K
|
1.77K
$525K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.76K+ 6.44% |
$316K - $360K
|
29.2K
$8.63M
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.76KNew |
$315K - $359K
|
1.76K
$520K
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.75KNew |
$314K - $357K
|
1.75K
$518K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1.74KNew |
$312K - $355K
|
1.74K
$514K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.73KNew |
$311K - $354K
|
1.73K
$513K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 12.42% |
$310K - $353K
|
15.7K
$4.64M
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.73KNew |
$310K - $353K
|
1.73K
$511K
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1.72K+ 1.38% |
$309K - $352K
|
127K
$37.5M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.7KNew |
$305K - $347K
|
1.7K
$503K
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.67K+ 29.69% |
$300K - $342K
|
7.31K
$2.16M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.67K+ 33.35% |
$300K - $341K
|
6.69K
$1.98M
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.67K+ 79.11% |
$299K - $340K
|
3.77K
$1.12M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 12.38% |
$296K - $337K
|
15K
$4.44M
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.65K+ 2.23% |
$296K - $337K
|
75.5K
$22.3M
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.64KNew |
$295K - $336K
|
1.64K
$486K
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.63KNew |
$292K - $332K
|
1.63K
$482K
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.63KNew |
$292K - $332K
|
1.63K
$482K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$480K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 29.16% |
$290K - $331K
|
7.17K
$2.12M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.6K+ 0.33% |
$287K - $326K
|
482K
$143M
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
1.59K+ 50.4% |
$286K - $325K
|
4.76K
$1.41M
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.58K+ 24.1% |
$284K - $323K
|
8.15K
$2.41M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.58K+ 2.34% |
$284K - $323K
|
69.3K
$20.5M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.58K+ 4.19% |
$283K - $322K
|
39.2K
$11.6M
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.58KNew |
$282K - $322K
|
1.58K
$466K
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.57K+ 45.82% |
$281K - $320K
|
4.99K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 25.6% |
$279K - $318K
|
7.64K
$2.26M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.56KNew |
$279K - $318K
|
1.56K
$461K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.56KNew |
$279K - $318K
|
1.56K
$461K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.55K+ 3.03% |
$279K - $317K
|
52.9K
$15.6M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.54K+ 0.68% |
$276K - $314K
|
227K
$67.3M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.53K+ 8.26% |
$275K - $313K
|
20.1K
$5.94M
|
|
Feb 14, 2023
Q4 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.52K+ 4.48% |
$272K - $310K
|
35.3K
$10.5M
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.52KNew |
$272K - $309K
|
1.52K
$448K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.51K+ 5.25% |
$271K - $309K
|
30.3K
$8.97M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.51KNew |
$271K - $309K
|
1.51K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.51K+ 33.86% |
$271K - $308K
|
5.97K
$1.77M
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
1.51K+ 6.03% |
$270K - $308K
|
26.5K
$7.84M
|