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 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
137+ 3.29% |
$24.6K - $28K
|
4.3K
$1.28M
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
137+ 1.49% |
$24.6K - $28K
|
9.34K
$2.78M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
136+ 7.23% |
$24.4K - $27.8K
|
2.02K
$601K
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
135+ 0.73% |
$24.2K - $27.6K
|
18.5K
$5.52M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
134New |
$24K - $27.4K
|
134
$39.9K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
134New |
$24K - $27.4K
|
134
$39.9K
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
BUY
|
- |
132+ 0.14% |
$23.7K - $27K
|
97.8K
$29.2M
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
132+ 8.25% |
$23.7K - $27K
|
1.73K
$516K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
131+ 0.04% |
$23.5K - $26.7K
|
325K
$96.9M
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
130+ 0.58% |
$23.3K - $26.5K
|
22.4K
$6.68M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
128+ 4.26% |
$23K - $26.1K
|
3.13K
$934K
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
127+ 6.96% |
$22.8K - $25.9K
|
1.95K
$581K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
127+ 0.87% |
$22.8K - $25.9K
|
14.7K
$4.37M
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
126+ 2.45% |
$22.6K - $25.7K
|
5.26K
$1.57M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
124+ 4.08% |
$22.2K - $25.3K
|
3.16K
$943K
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
124+ 3.2% |
$22.2K - $25.3K
|
3.99K
$1.19M
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
121+ 6.83% |
$21.7K - $24.7K
|
1.89K
$564K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
120+ 4.77% |
$21.5K - $24.5K
|
2.64K
$786K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
119+ 7.39% |
$21.3K - $24.3K
|
1.73K
$516K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
118+ 2.72% |
$21.2K - $24.1K
|
4.45K
$1.33M
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
117+ 1.06% |
$21K - $23.9K
|
11.1K
$3.32M
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
113+ 4.31% |
$20.3K - $23.1K
|
2.73K
$815K
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
113+ 7.74% |
$20.3K - $23.1K
|
1.57K
$469K
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
112+ 3.12% |
$20.1K - $22.9K
|
3.7K
$1.1M
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
BUY
|
- |
112+ 3.02% |
$20.1K - $22.9K
|
3.82K
$1.14M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
111+ 3.54% |
$19.9K - $22.7K
|
3.24K
$966K
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
110+ 5.52% |
$19.7K - $22.5K
|
2.1K
$627K
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
110+ 2.01% |
$19.7K - $22.5K
|
5.58K
$1.66M
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
107+ 6.44% |
$19.2K - $21.8K
|
1.77K
$527K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
107+ 2.1% |
$19.2K - $21.8K
|
5.19K
$1.55M
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
106+ 1.06% |
$19K - $21.6K
|
10.1K
$3.01M
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.56% |
$19K - $21.6K
|
18.9K
$5.63M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
105+ 0.75% |
$18.8K - $21.4K
|
14.1K
$4.21M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
104New |
$18.6K - $21.2K
|
104
$31K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
103+ 6.69% |
$18.5K - $21K
|
1.64K
$490K
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
101+ 0.39% |
$18.1K - $20.6K
|
26.3K
$7.84M
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
101+ 0.74% |
$18.1K - $20.6K
|
13.8K
$4.1M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
101+ 0.06% |
$18.1K - $20.6K
|
180K
$53.6M
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
100+ 8.16% |
$17.9K - $20.4K
|
1.33K
$395K
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
BUY
|
- |
100+ 1.93% |
$17.9K - $20.4K
|
5.28K
$1.57M
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
99+ 3.77% |
$17.8K - $20.2K
|
2.72K
$811K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
97+ 9.04% |
$17.4K - $19.8K
|
1.17K
$349K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 0.24% |
$17.2K - $19.6K
|
40.4K
$12M
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
96+ 2.1% |
$17.2K - $19.6K
|
4.67K
$1.39M
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
94+ 0.42% |
$16.9K - $19.2K
|
22.2K
$6.63M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
92+ 0.44% |
$16.5K - $18.8K
|
21.1K
$6.29M
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
90+ 1.48% |
$16.1K - $18.4K
|
6.17K
$1.84M
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
87+ 2.15% |
$15.6K - $17.8K
|
4.13K
$1.23M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 0.05% |
$15.2K - $17.4K
|
163K
$48.4M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
85New |
$15.2K - $17.4K
|
85
$25.3K
|