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 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
14.7K+ 4.3% |
$2.64M - $3M
|
357K
$104M
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
14.7K+ 11.79% |
$2.63M - $2.99M
|
139K
$40.7M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14.6K+ 124.49% |
$2.61M - $2.97M
|
26.3K
$7.69M
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
14.5KNew |
$2.6M - $2.96M
|
14.5K
$4.25M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13.9KNew |
$2.49M - $2.83M
|
13.9K
$4.07M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.9K+ 16.36% |
$2.49M - $2.83M
|
98.6K
$28.9M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13.8KNew |
$2.48M - $2.82M
|
13.8K
$4.05M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
13.7K+ 626.68% |
$2.46M - $2.81M
|
15.9K
$4.67M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
13.6KNew |
$2.44M - $2.78M
|
13.6K
$3.99M
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
13.6KNew |
$2.44M - $2.78M
|
13.6K
$3.98M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
13.5K+ 22.21% |
$2.42M - $2.76M
|
74.3K
$21.8M
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
13.3KNew |
$2.39M - $2.73M
|
13.3K
$3.91M
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
13.3K+ 19.06% |
$2.38M - $2.71M
|
82.8K
$24.3M
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
13.2K+ 5.07% |
$2.37M - $2.7M
|
274K
$80.3M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.9K+ 38.86% |
$2.32M - $2.64M
|
46.3K
$13.6M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.9K+ 19.25% |
$2.3M - $2.62M
|
79.6K
$23.3M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8K+ 38.55% |
$2.3M - $2.62M
|
46.1K
$13.5M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$2.27M - $2.58M
|
12.6K
$3.7M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 234.26% |
$2.24M - $2.56M
|
17.9K
$5.23M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$2.23M - $2.54M
|
12.5K
$3.65M
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
12.4K+ 4.25% |
$2.23M - $2.54M
|
305K
$89.5M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
12.4K+ 90.85% |
$2.23M - $2.53M
|
26.1K
$7.64M
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
12.4K+ 228.68% |
$2.22M - $2.53M
|
17.8K
$5.22M
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.4KNew |
$2.22M - $2.53M
|
12.4K
$3.63M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.2K+ 8.02% |
$2.19M - $2.5M
|
165K
$48.3M
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12.1K+ 1.81% |
$2.16M - $2.46M
|
677K
$198M
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
11.9KNew |
$2.13M - $2.43M
|
11.9K
$3.48M
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.7K+ 16.4% |
$2.1M - $2.39M
|
83.2K
$24.4M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.7K+ 13.89% |
$2.1M - $2.39M
|
96.1K
$28.1M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.7K+ 15.45% |
$2.09M - $2.38M
|
87.2K
$25.6M
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
11.6KNew |
$2.08M - $2.37M
|
11.6K
$3.4M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
11.3KNew |
$2.03M - $2.31M
|
11.3K
$3.32M
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
11.2KNew |
$2.02M - $2.3M
|
11.2K
$3.3M
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$2.01M - $2.29M
|
11.2K
$3.29M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11K+ 52.13% |
$1.96M - $2.24M
|
32K
$9.37M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.8KNew |
$1.94M - $2.21M
|
10.8K
$3.17M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$1.92M - $2.19M
|
10.7K
$3.14M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.7KNew |
$1.92M - $2.19M
|
10.7K
$3.14M
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
10.5K+ 6.89% |
$1.89M - $2.15M
|
164K
$47.9M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
10.5KNew |
$1.88M - $2.14M
|
10.5K
$3.07M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.5K+ 10.69% |
$1.88M - $2.14M
|
108K
$31.8M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10.4K+ 2.69% |
$1.87M - $2.13M
|
398K
$116M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
10.4KNew |
$1.86M - $2.12M
|
10.4K
$3.04M
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
10.3K+ 7.0% |
$1.84M - $2.1M
|
157K
$46.1M
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
10.3K+ 47.09% |
$1.84M - $2.1M
|
32.1K
$9.39M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.2K+ 0.19% |
$1.83M - $2.08M
|
5.39M
$1.58B
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.2K+ 13.03% |
$1.83M - $2.08M
|
88.3K
$25.9M
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
10.2K+ 7.55% |
$1.82M - $2.07M
|
145K
$42.4M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 15.92% |
$1.82M - $2.07M
|
73.8K
$21.6M
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
10.1KNew |
$1.81M - $2.06M
|
10.1K
$2.96M
|