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 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
28.4K+ 48.01% |
$5.09M - $5.79M
|
87.5K
$26.3M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.3K+ 15.75% |
$5.07M - $5.78M
|
208K
$62.6M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
28.2K+ 2.07% |
$5.06M - $5.76M
|
1.39M
$419M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
28.2K+ 5.79% |
$5.06M - $5.76M
|
515K
$155M
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
28KNew |
$5.02M - $5.72M
|
28K
$8.42M
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
27.9K+ 533.71% |
$5M - $5.7M
|
33.1K
$9.97M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.8K+ 83.78% |
$4.99M - $5.68M
|
61K
$18.4M
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
27.3K+ 1.63% |
$4.9M - $5.58M
|
1.7M
$512M
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
27.3KNew |
$4.89M - $5.57M
|
27.3K
$8.2M
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
27.2K+ 995.24% |
$4.88M - $5.55M
|
29.9K
$9M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27.1K+ 8.21% |
$4.86M - $5.53M
|
357K
$107M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27K+ 0.28% |
$4.85M - $5.52M
|
9.61M
$2.89B
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
27K+ 8.55% |
$4.83M - $5.5M
|
342K
$103M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
26.9K+ 10.2% |
$4.82M - $5.49M
|
290K
$87.3M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.8K+ 4.04% |
$4.81M - $5.48M
|
690K
$208M
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
26.8K+ 64.97% |
$4.81M - $5.48M
|
68.1K
$20.5M
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
26.8K+ 1226.04% |
$4.8M - $5.47M
|
29K
$8.71M
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26.7K+ 98.5% |
$4.79M - $5.46M
|
53.8K
$16.2M
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
26.1K+ 15.65% |
$4.69M - $5.34M
|
193K
$58.1M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
25.5KNew |
$4.57M - $5.21M
|
25.5K
$7.67M
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
25.2K+ 17.49% |
$4.52M - $5.15M
|
169K
$50.9M
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
25K+ 107.4% |
$4.48M - $5.1M
|
48.3K
$14.5M
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
25KNew |
$4.48M - $5.1M
|
25K
$7.51M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24.9K+ 234.3% |
$4.47M - $5.09M
|
35.6K
$10.7M
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
24.3KNew |
$4.35M - $4.96M
|
24.3K
$7.3M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24KNew |
$4.31M - $4.9M
|
24K
$7.22M
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
24KNew |
$4.3M - $4.9M
|
24K
$7.22M
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
24KNew |
$4.3M - $4.9M
|
24K
$7.22M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 7.07% |
$4.17M - $4.75M
|
353K
$106M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
23.3K+ 5.19% |
$4.17M - $4.75M
|
472K
$142M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
22.9K+ 5.69% |
$4.11M - $4.68M
|
426K
$128M
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
22.9KNew |
$4.1M - $4.67M
|
22.9K
$6.88M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
22.6K+ 26.28% |
$4.05M - $4.62M
|
109K
$32.7M
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
22.5K+ 2.65% |
$4.03M - $4.59M
|
871K
$262M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
22.3K+ 24.75% |
$4M - $4.55M
|
112K
$33.8M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.1K+ 796.72% |
$3.96M - $4.51M
|
24.8K
$7.47M
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
22K+ 2.8% |
$3.94M - $4.48M
|
807K
$243M
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
21.9K+ 6.06% |
$3.92M - $4.47M
|
383K
$115M
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
21.9K+ 10.06% |
$3.92M - $4.47M
|
240K
$72M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$3.92M - $4.46M
|
21.9K
$6.57M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
21.6KNew |
$3.88M - $4.42M
|
21.6K
$6.5M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
21.4K+ 8.11% |
$3.83M - $4.36M
|
285K
$85.6M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.3K+ 18.32% |
$3.83M - $4.36M
|
138K
$41.4M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.2K+ 111.26% |
$3.8M - $4.32M
|
40.2K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
21KNew |
$3.77M - $4.29M
|
21K
$6.31M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.9K+ 365.75% |
$3.74M - $4.26M
|
26.6K
$7.99M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20.6KNew |
$3.69M - $4.2M
|
20.6K
$6.18M
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
20.5K+ 9.67% |
$3.68M - $4.19M
|
233K
$70M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
20.2K+ 122.0% |
$3.62M - $4.12M
|
36.7K
$11M
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
20.1K+ 15.92% |
$3.61M - $4.11M
|
146K
$44M
|