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 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-16- 0.4% |
$2.87K - $3.27K
|
4.02K
$1.33M
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-16- 0.57% |
$2.87K - $3.27K
|
2.77K
$918K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-17- 2.47% |
$3.05K - $3.47K
|
671
$222K
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-17- 1.55% |
$3.05K - $3.47K
|
1.08K
$357K
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-17- 0.11% |
$3.05K - $3.47K
|
15.2K
$5.02M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-17- 0.63% |
$3.05K - $3.47K
|
2.69K
$890K
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-19- 1.12% |
$3.41K - $3.88K
|
1.67K
$554K
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-19- 0.33% |
$3.41K - $3.88K
|
5.71K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-19- 0.24% |
$3.41K - $3.88K
|
8K
$2.65M
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-20- 0.36% |
$3.59K - $4.08K
|
5.57K
$1.84M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-21- 0.8% |
$3.77K - $4.29K
|
2.61K
$864K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-21- 0.09% |
$3.77K - $4.29K
|
24K
$7.94M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21- 0.21% |
$3.77K - $4.29K
|
10.1K
$3.34M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-22- 0.13% |
$3.94K - $4.49K
|
17.4K
$5.76M
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-22- 0.15% |
$3.94K - $4.49K
|
14.9K
$4.92M
|
|
Oct 01, 2025
Q4 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-22- 0.25% |
$3.94K - $4.49K
|
8.95K
$2.96M
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-23- 0.24% |
$4.12K - $4.7K
|
9.42K
$3.12M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-23- 0.68% |
$4.12K - $4.7K
|
3.35K
$1.11M
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-24- 2.12% |
$4.3K - $4.9K
|
1.11K
$366K
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
SELL
|
- |
-24- 1.17% |
$4.3K - $4.9K
|
2.03K
$672K
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-25- 2.66% |
$4.48K - $5.1K
|
915
$303K
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-25- 0.24% |
$4.48K - $5.1K
|
10.2K
$3.37M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 0.96% |
$4.48K - $5.1K
|
2.57K
$851K
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-26- 0.53% |
$4.66K - $5.31K
|
4.92K
$1.63M
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-27- 0.74% |
$4.84K - $5.51K
|
3.61K
$1.19M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.19% |
$4.84K - $5.51K
|
14.1K
$4.67M
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-28- 0.11% |
$5.02K - $5.72K
|
25.4K
$8.41M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-28- 0.57% |
$5.02K - $5.72K
|
4.88K
$1.62M
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-29- 0.7% |
$5.2K - $5.92K
|
4.11K
$1.36M
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-30- 0.28% |
$5.38K - $6.13K
|
10.7K
$3.53M
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-30- 0.76% |
$5.38K - $6.13K
|
3.93K
$1.3M
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-30- 2.64% |
$5.38K - $6.13K
|
1.11K
$366K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-31- 1.33% |
$5.56K - $6.33K
|
2.3K
$759K
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-31- 0.87% |
$5.56K - $6.33K
|
3.53K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-35- 0.13% |
$6.28K - $7.15K
|
26.3K
$8.71M
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-35- 15.84% |
$6.28K - $7.15K
|
186
$61.6K
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-35- 1.99% |
$6.28K - $7.15K
|
1.73K
$571K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-38- 0.28% |
$6.81K - $7.76K
|
13.7K
$4.54M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 0.09% |
$7.17K - $8.17K
|
45.9K
$15.2M
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-40- 1.78% |
$7.17K - $8.17K
|
2.21K
$732K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-40- 0.48% |
$7.17K - $8.17K
|
8.34K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-40- 0.34% |
$7.17K - $8.17K
|
11.6K
$3.84M
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-41- 0.14% |
$7.35K - $8.37K
|
28.8K
$9.54M
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-42- 2.2% |
$7.53K - $8.58K
|
1.87K
$618K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-42- 1.51% |
$7.53K - $8.58K
|
2.73K
$904K
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-42- 1.95% |
$7.53K - $8.58K
|
2.11K
$699K
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-43- 1.06% |
$7.71K - $8.78K
|
4.03K
$1.33M
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-45- 1.62% |
$8.07K - $9.19K
|
2.74K
$905K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 2.33% |
$8.43K - $9.6K
|
1.97K
$652K
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-48- 0.4% |
$8.61K - $9.8K
|
12K
$3.98M
|