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 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
228+ 5.56% |
$40.9K - $46.6K
|
4.33K
$1.29M
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
226+ 193.16% |
$40.5K - $46.1K
|
343
$102K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
225+ 1.41% |
$40.3K - $45.9K
|
16.2K
$4.82M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 14.2% |
$40.3K - $45.9K
|
1.81K
$539K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
223+ 1.96% |
$40K - $45.5K
|
11.6K
$3.46M
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
221+ 16.2% |
$39.6K - $45.1K
|
1.59K
$472K
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
220+ 0.4% |
$39.4K - $44.9K
|
55.7K
$16.6M
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
218+ 13.94% |
$39.1K - $44.5K
|
1.78K
$531K
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
215+ 13.84% |
$38.5K - $43.9K
|
1.77K
$527K
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
214+ 1.98% |
$38.4K - $43.7K
|
11K
$3.29M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
214+ 76.7% |
$38.4K - $43.7K
|
493
$147K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
212+ 1.47% |
$38K - $43.3K
|
14.7K
$4.37M
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
211+ 1.46% |
$37.8K - $43.1K
|
14.7K
$4.38M
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
211+ 15.5% |
$37.8K - $43.1K
|
1.57K
$468K
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
208+ 2.17% |
$37.3K - $42.5K
|
9.8K
$2.92M
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
206+ 0.88% |
$36.9K - $42.1K
|
23.5K
$7.01M
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
206+ 15.76% |
$36.9K - $42.1K
|
1.51K
$451K
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
205+ 3.42% |
$36.8K - $41.9K
|
6.2K
$1.85M
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
200+ 11.77% |
$35.9K - $40.8K
|
1.9K
$566K
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
195+ 12.02% |
$35K - $39.8K
|
1.82K
$541K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
188+ 0.79% |
$33.7K - $38.4K
|
24.1K
$7.18M
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
185New |
$33.2K - $37.8K
|
185
$55.1K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
183+ 1.13% |
$32.8K - $37.4K
|
16.4K
$4.9M
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
182+ 10.67% |
$32.6K - $37.2K
|
1.89K
$562K
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
182+ 15.57% |
$32.6K - $37.2K
|
1.35K
$403K
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
178+ 3.25% |
$31.9K - $36.3K
|
5.66K
$1.69M
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
175+ 12.26% |
$31.4K - $35.7K
|
1.6K
$477K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
174+ 27.66% |
$31.2K - $35.5K
|
803
$239K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
172+ 1.73% |
$30.8K - $35.1K
|
10.1K
$3.01M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
169+ 3.97% |
$30.3K - $34.5K
|
4.42K
$1.32M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
169+ 3.83% |
$30.3K - $34.5K
|
4.58K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
167+ 5.69% |
$29.9K - $34.1K
|
3.1K
$924K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
166+ 1.88% |
$29.8K - $33.9K
|
8.99K
$2.68M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
163+ 1.68% |
$29.2K - $33.3K
|
9.86K
$2.94M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
160+ 7.08% |
$28.7K - $32.7K
|
2.42K
$721K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
159+ 9.5% |
$28.5K - $32.5K
|
1.83K
$546K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
159New |
$28.5K - $32.5K
|
159
$47.4K
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
156+ 2.35% |
$28K - $31.9K
|
6.8K
$2.03M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
153+ 4.41% |
$27.4K - $31.2K
|
3.63K
$1.08M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
150+ 0.87% |
$26.9K - $30.6K
|
17.4K
$5.18M
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
145+ 4.21% |
$26K - $29.6K
|
3.59K
$1.07M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
145+ 0.52% |
$26K - $29.6K
|
28.3K
$8.42M
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
144+ 0.44% |
$25.8K - $29.4K
|
32.9K
$9.81M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
142New |
$25.5K - $29K
|
142
$42.3K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
142+ 0.91% |
$25.5K - $29K
|
15.8K
$4.71M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
141+ 3.39% |
$25.3K - $28.8K
|
4.31K
$1.28M
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
139+ 0.84% |
$24.9K - $28.4K
|
16.7K
$4.97M
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
139+ 0.26% |
$24.9K - $28.4K
|
53.4K
$15.9M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
139+ 2.36% |
$24.9K - $28.4K
|
6.02K
$1.79M
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
139+ 0.84% |
$24.9K - $28.4K
|
16.6K
$4.94M
|