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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
964+ 6.56% |
$173K - $197K
|
15.7K
$4.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
960+ 7.61% |
$172K - $196K
|
13.6K
$4.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
958+ 37.32% |
$172K - $196K
|
3.53K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
950+ 2.61% |
$170K - $194K
|
37.4K
$11.1M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
948+ 24.8% |
$170K - $194K
|
4.77K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
943+ 16.94% |
$169K - $193K
|
6.51K
$1.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
931+ 1.07% |
$167K - $190K
|
87.7K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
926+ 33.43% |
$166K - $189K
|
3.7K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
924+ 6.73% |
$166K - $189K
|
14.6K
$4.37M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
902+ 15.51% |
$162K - $184K
|
6.72K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
901+ 11.29% |
$162K - $184K
|
8.88K
$2.65M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
900+ 35.84% |
$161K - $184K
|
3.41K
$1.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
897+ 6.46% |
$161K - $183K
|
14.8K
$4.41M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
896+ 13.71% |
$161K - $183K
|
7.43K
$2.21M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
893+ 24.06% |
$160K - $182K
|
4.6K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
885+ 3.22% |
$159K - $181K
|
28.4K
$8.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
874+ 6.43% |
$157K - $178K
|
14.5K
$4.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
870New |
$156K - $178K
|
870
$259K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
868+ 1.41% |
$156K - $177K
|
62.5K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
867+ 19.46% |
$155K - $177K
|
5.32K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
862+ 2.35% |
$155K - $176K
|
37.6K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
859+ 1.25% |
$154K - $175K
|
69.6K
$20.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
859+ 13.6% |
$154K - $175K
|
7.17K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
857+ 6.81% |
$154K - $175K
|
13.4K
$4.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
851+ 19.18% |
$153K - $174K
|
5.29K
$1.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
848+ 21.63% |
$152K - $173K
|
4.77K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
824+ 5.78% |
$148K - $168K
|
15.1K
$4.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
819+ 0.84% |
$147K - $167K
|
98.6K
$29.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
806+ 17.16% |
$145K - $165K
|
5.5K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
804+ 1.71% |
$144K - $164K
|
47.8K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
800+ 100.0% |
$143K - $163K
|
1.6K
$477K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
796+ 982.72% |
$143K - $163K
|
877
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
793+ 20.5% |
$142K - $162K
|
4.66K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
791+ 1.18% |
$142K - $162K
|
68K
$20.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
787New |
$141K - $161K
|
787
$235K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
759+ 1.99% |
$136K - $155K
|
39K
$11.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
750New |
$134K - $153K
|
750
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
748+ 5.36% |
$134K - $153K
|
14.7K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
737+ 9.28% |
$132K - $150K
|
8.68K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
718+ 4487.5% |
$129K - $147K
|
734
$219K
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
BUY
|
- |
709+ 24.99% |
$127K - $145K
|
3.55K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
708+ 2.21% |
$127K - $145K
|
32.8K
$9.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
694+ 7.59% |
$124K - $142K
|
9.84K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
686+ 27.42% |
$123K - $140K
|
3.19K
$950K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
682+ 5.18% |
$122K - $139K
|
13.8K
$4.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
664+ 10.53% |
$119K - $136K
|
6.97K
$2.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
658New |
$118K - $134K
|
658
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
650+ 0.17% |
$117K - $133K
|
377K
$112M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
649+ 4.92% |
$116K - $133K
|
13.8K
$4.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
645+ 13.35% |
$116K - $132K
|
5.48K
$1.63M
|