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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.21K+ 71.31% |
$217K - $248K
|
2.91K
$868K
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.2K+ 4.55% |
$215K - $245K
|
27.6K
$8.22M
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.2K+ 49.34% |
$215K - $245K
|
3.63K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.2K+ 39.77% |
$214K - $244K
|
4.2K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.19KNew |
$214K - $243K
|
1.19K
$355K
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.12% |
$213K - $242K
|
30K
$8.94M
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$212K - $241K
|
1.18K
$352K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.17K+ 2.41% |
$210K - $239K
|
49.7K
$14.8M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 0.68% |
$210K - $239K
|
174K
$51.9M
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.17K+ 55.73% |
$209K - $238K
|
3.26K
$972K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$208K - $237K
|
1.16K
$346K
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.16KNew |
$207K - $236K
|
1.16K
$345K
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.15KNew |
$205K - $234K
|
1.15K
$341K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.14K+ 11.81% |
$205K - $234K
|
10.8K
$3.23M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.14K+ 33.89% |
$205K - $233K
|
4.52K
$1.35M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.14KNew |
$205K - $233K
|
1.14K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$204K - $233K
|
1.14K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 5.99% |
$204K - $232K
|
20.1K
$6M
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.14KNew |
$204K - $232K
|
1.14K
$339K
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.14KNew |
$204K - $232K
|
1.14K
$338K
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.12K+ 0.47% |
$202K - $229K
|
241K
$71.8M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.12KNew |
$202K - $229K
|
1.12K
$335K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.12K+ 6.27% |
$201K - $228K
|
19K
$5.65M
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.11KNew |
$199K - $227K
|
1.11K
$331K
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.11KNew |
$199K - $227K
|
1.11K
$331K
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.11KNew |
$199K - $226K
|
1.11K
$330K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.11K+ 4.0% |
$199K - $226K
|
28.8K
$8.58M
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.11K+ 2.15% |
$198K - $226K
|
52.5K
$15.6M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.1K+ 18.86% |
$197K - $225K
|
6.93K
$2.07M
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.1KNew |
$197K - $225K
|
1.1K
$328K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.09K+ 0.53% |
$196K - $223K
|
208K
$61.9M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.09K+ 5.25% |
$195K - $222K
|
21.8K
$6.51M
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.09KNew |
$195K - $222K
|
1.09K
$324K
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.09KNew |
$195K - $222K
|
1.09K
$324K
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$195K - $222K
|
1.09K
$323K
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.07KNew |
$192K - $219K
|
1.07K
$320K
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.07K+ 63.21% |
$192K - $219K
|
2.77K
$825K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.07KNew |
$191K - $218K
|
1.07K
$318K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.07K+ 47.53% |
$191K - $218K
|
3.31K
$987K
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.07K+ 0.44% |
$191K - $217K
|
244K
$72.8M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.06KNew |
$189K - $216K
|
1.06K
$315K
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.05K+ 8.74% |
$188K - $214K
|
13.1K
$3.89M
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.04K+ 11.47% |
$186K - $211K
|
10.1K
$3M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.03K+ 1.25% |
$185K - $211K
|
83.9K
$25M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 67.17% |
$182K - $207K
|
2.53K
$753K
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
1K+ 70.74% |
$179K - $204K
|
2.42K
$720K
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1K+ 34.06% |
$179K - $204K
|
3.94K
$1.17M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1K+ 73.15% |
$179K - $204K
|
2.37K
$705K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1K+ 36.67% |
$179K - $204K
|
3.73K
$1.11M
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
975New |
$175K - $199K
|
975
$291K
|