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 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-240- 8.96% |
$43K - $49K
|
2.44K
$727K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-242- 15.06% |
$43.4K - $49.4K
|
1.37K
$407K
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-242- 0.39% |
$43.4K - $49.4K
|
62.4K
$18.6M
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-246- 2.11% |
$44.1K - $50.2K
|
11.4K
$3.41M
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-250- 17.36% |
$44.8K - $51K
|
1.19K
$355K
|
|
Feb 08, 2023
Q4 2022
|
Shayne & Co., LLC
|
SELL
|
- |
-253- 0.29% |
$45.4K - $51.7K
|
87.3K
$26M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-255- 1.94% |
$45.7K - $52.1K
|
12.9K
$3.83M
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-260- 0.53% |
$46.6K - $53.1K
|
48.6K
$14.5M
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-260- 1.09% |
$46.6K - $53.1K
|
23.6K
$7.02M
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-263- 4.34% |
$47.2K - $53.7K
|
5.8K
$1.73M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-263- 2.52% |
$47.2K - $53.7K
|
10.2K
$3.03M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-264- 4.61% |
$47.3K - $53.9K
|
5.46K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-265- 3.88% |
$47.5K - $54.1K
|
6.57K
$1.96M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-266- 16.38% |
$47.7K - $54.3K
|
1.36K
$405K
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-266- 4.86% |
$47.7K - $54.3K
|
5.2K
$1.55M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-268- 3.57% |
$48.1K - $54.7K
|
7.23K
$2.15M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-272- 20.04% |
$48.8K - $55.5K
|
1.09K
$323K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-273- 3.73% |
$48.9K - $55.7K
|
7.05K
$2.1M
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-274- 1.45% |
$49.1K - $55.9K
|
18.6K
$5.54M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-274- 0.35% |
$49.1K - $55.9K
|
78.5K
$23.4M
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-274- 2.78% |
$49.1K - $55.9K
|
9.59K
$2.86M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-274- 0.26% |
$49.1K - $55.9K
|
105K
$31.3M
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-276- 1.65% |
$49.5K - $56.4K
|
16.5K
$4.91M
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-280- 7.44% |
$50.2K - $57.2K
|
3.48K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-293- 0.48% |
$52.5K - $59.8K
|
60.7K
$18.1M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-297- 2.16% |
$53.3K - $60.6K
|
13.5K
$4.02M
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-300- 1.11% |
$53.8K - $61.3K
|
26.7K
$7.96M
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-300- 21.85% |
$53.8K - $61.3K
|
1.07K
$320K
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-300- 21.37% |
$53.8K - $61.3K
|
1.1K
$329K
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-301- 4.83% |
$54K - $61.5K
|
5.94K
$1.77M
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-303- 4.54% |
$54.3K - $61.9K
|
6.37K
$1.9M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-309- 12.07% |
$55.4K - $63.1K
|
2.25K
$671K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-318- 9.65% |
$57K - $64.9K
|
2.98K
$887K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-321- 4.65% |
$57.6K - $65.5K
|
6.58K
$1.96M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-321- 1.13% |
$57.6K - $65.5K
|
28.1K
$8.37M
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-325- 3.8% |
$58.3K - $66.4K
|
8.24K
$2.45M
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-325- 1.38% |
$58.3K - $66.4K
|
23.2K
$6.93M
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-325- 15.54% |
$58.3K - $66.4K
|
1.77K
$527K
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-327- 9.62% |
$58.6K - $66.8K
|
3.07K
$916K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-329- 3.1% |
$59K - $67.2K
|
10.3K
$3.06M
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-330- 2.25% |
$59.2K - $67.4K
|
14.4K
$4.28M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-333- 2.69% |
$59.7K - $68K
|
12K
$3.59M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-336- 15.57% |
$60.2K - $68.6K
|
1.82K
$543K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-342- 1.84% |
$61.3K - $69.8K
|
18.2K
$5.44M
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-347- 9.19% |
$62.2K - $70.9K
|
3.43K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-347- 9.19% |
$62.2K - $70.9K
|
3.43K
$1.02M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-367- 0.2% |
$65.8K - $74.9K
|
181K
$54M
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-375- 2.89% |
$67.2K - $76.6K
|
12.6K
$3.76M
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-376- 19.16% |
$67.4K - $76.8K
|
1.59K
$473K
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-376- 8.58% |
$67.4K - $76.8K
|
4.01K
$1.19M
|