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 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.39K- 3.82% |
$249K - $283K
|
34.9K
$9.55M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.4K- 9.34% |
$250K - $285K
|
13.5K
$3.7M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.41K- 27.18% |
$253K - $288K
|
3.78K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.42K- 7.24% |
$255K - $291K
|
18.2K
$4.99M
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.45K- 0.82% |
$259K - $295K
|
174K
$47.7M
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.45K- 3.05% |
$259K - $295K
|
46K
$12.6M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-1.45K- 15.82% |
$260K - $296K
|
7.71K
$2.11M
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.45K- 18.91% |
$260K - $296K
|
6.22K
$1.7M
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.46K- 21.63% |
$262K - $299K
|
5.3K
$1.45M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.48K- 22.97% |
$266K - $303K
|
4.98K
$1.36M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.49K- 55.01% |
$268K - $305K
|
1.22K
$334K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.5K- 2.44% |
$269K - $307K
|
59.9K
$16.4M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 15.59% |
$269K - $307K
|
8.14K
$2.22M
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 38.91% |
$276K - $314K
|
2.41K
$660K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 36.84% |
$278K - $317K
|
2.66K
$727K
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.56K- 3.0% |
$280K - $319K
|
50.4K
$13.8M
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.57K- 0.93% |
$281K - $320K
|
167K
$45.7M
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.59K- 48.33% |
$285K - $325K
|
1.7K
$465K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.76% |
$287K - $327K
|
19K
$5.21M
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.61K- 1.1% |
$288K - $328K
|
144K
$39.5M
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.61K- 22.41% |
$288K - $329K
|
5.57K
$1.52M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.63K- 20.86% |
$292K - $333K
|
6.19K
$1.69M
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.66K- 7.0% |
$297K - $338K
|
22K
$6.02M
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.67K- 40.6% |
$299K - $340K
|
2.44K
$666K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.67K- 5.65% |
$300K - $341K
|
27.9K
$7.62M
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.67K- 7.72% |
$300K - $342K
|
20K
$5.47M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.68K- 6.46% |
$302K - $343K
|
24.3K
$6.66M
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.71K- 36.08% |
$306K - $348K
|
3.02K
$826K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.71K- 41.69% |
$306K - $349K
|
2.39K
$653K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.71KClosed |
$307K - $350K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.72K- 0.48% |
$309K - $352K
|
357K
$97.7M
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-1.75K- 28.06% |
$314K - $357K
|
4.49K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.78K- 0.88% |
$320K - $364K
|
201K
$54.9M
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.79K- 42.27% |
$320K - $365K
|
2.44K
$667K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.81K- 2.04% |
$324K - $369K
|
86.9K
$23.8M
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.81K- 25.0% |
$325K - $370K
|
5.44K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.81K- 10.44% |
$325K - $370K
|
15.6K
$4.25M
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.82K- 4.55% |
$326K - $371K
|
38.1K
$10.4M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.83K- 5.9% |
$329K - $374K
|
29.3K
$8M
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.85K- 2.49% |
$332K - $378K
|
72.4K
$19.8M
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.86K- 24.1% |
$333K - $379K
|
5.84K
$1.6M
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-1.88K- 5.45% |
$337K - $384K
|
32.6K
$8.92M
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.89K- 11.54% |
$338K - $385K
|
14.5K
$3.96M
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.95K- 0.72% |
$349K - $397K
|
268K
$73.2M
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 8.29% |
$350K - $398K
|
21.6K
$5.9M
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.02K- 3.19% |
$363K - $413K
|
61.4K
$16.8M
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-2.03K- 6.1% |
$364K - $414K
|
31.2K
$8.54M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.03K- 14.38% |
$365K - $415K
|
12.1K
$3.31M
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-2.04K- 8.83% |
$366K - $417K
|
21.1K
$5.77M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.04K- 3.78% |
$366K - $417K
|
52.1K
$14.2M
|