Purchases and Sales Made in Q1 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44+ 0.33% |
$9.24K - $10.7K
|
13.4K
$3.99M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
43+ 69.35% |
$9.03K - $10.4K
|
105
$31.3K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
43+ 0.24% |
$9.03K - $10.4K
|
17.9K
$5.35M
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
43+ 0.77% |
$9.03K - $10.4K
|
5.6K
$1.67M
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
42+ 0.31% |
$8.82K - $10.2K
|
13.7K
$4.1M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
41+ 0.33% |
$8.61K - $9.96K
|
12.5K
$3.74M
|
|
Apr 12, 2022
Q1 2022
|
Swm Advisors
|
BUY
|
- |
39+ 3.59% |
$8.19K - $9.48K
|
1.13K
$336K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 1.41% |
$7.98K - $9.23K
|
2.74K
$817K
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
38+ 0.76% |
$7.98K - $9.23K
|
5.01K
$1.49M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
37+ 0.25% |
$7.77K - $8.99K
|
15K
$4.47M
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
37+ 1.52% |
$7.77K - $8.99K
|
2.48K
$740K
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.52% |
$7.77K - $8.99K
|
7.14K
$2.13M
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
37+ 2.61% |
$7.77K - $8.99K
|
1.45K
$434K
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
36+ 0.52% |
$7.56K - $8.75K
|
6.96K
$2.08M
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
36+ 2.61% |
$7.56K - $8.75K
|
1.41K
$422K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
35+ 0.62% |
$7.35K - $8.5K
|
5.67K
$1.69M
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
35+ 0.83% |
$7.35K - $8.5K
|
4.28K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
35+ 0.65% |
$7.35K - $8.5K
|
5.38K
$1.61M
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
35+ 1.22% |
$7.35K - $8.5K
|
2.91K
$869K
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
34+ 0.97% |
$7.14K - $8.26K
|
3.52K
$1.05M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34+ 1.12% |
$7.14K - $8.26K
|
3.06K
$914K
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
34+ 2.3% |
$7.14K - $8.26K
|
1.51K
$451K
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.11% |
$7.14K - $8.26K
|
31.4K
$9.39M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
31+ 1.69% |
$6.51K - $7.53K
|
1.87K
$558K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
30+ 0.5% |
$6.3K - $7.29K
|
6K
$1.79M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
29+ 0.22% |
$6.09K - $7.05K
|
13.1K
$3.91M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29+ 0.41% |
$6.09K - $7.05K
|
7.08K
$2.12M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 0.38% |
$5.88K - $6.8K
|
7.33K
$2.19M
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
28+ 0.99% |
$5.88K - $6.8K
|
2.85K
$852K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
27+ 0.54% |
$5.67K - $6.56K
|
5.07K
$1.51M
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
27+ 1.99% |
$5.67K - $6.56K
|
1.38K
$412K
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
25+ 0.01% |
$5.25K - $6.07K
|
185K
$55.1M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
25New |
$5.25K - $6.07K
|
25
$7.46K
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
24+ 0.15% |
$5.04K - $5.83K
|
16.3K
$4.88M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
24+ 0.4% |
$5.04K - $5.83K
|
6.04K
$1.8M
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
24+ 0.31% |
$5.04K - $5.83K
|
7.75K
$2.31M
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
23+ 1.72% |
$4.83K - $5.59K
|
1.36K
$406K
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
23+ 2.59% |
$4.83K - $5.59K
|
912
$272K
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23+ 2.13% |
$4.83K - $5.59K
|
1.1K
$329K
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
23+ 0.12% |
$4.83K - $5.59K
|
19.6K
$5.86M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 1.34% |
$4.83K - $5.59K
|
1.74K
$520K
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22+ 0.61% |
$4.62K - $5.35K
|
3.62K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
21+ 0.24% |
$4.41K - $5.1K
|
8.83K
$2.64M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
21+ 1.21% |
$4.41K - $5.1K
|
1.76K
$526K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21+ 0.18% |
$4.41K - $5.1K
|
11.8K
$3.52M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
21+ 0.83% |
$4.41K - $5.1K
|
2.56K
$763K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
20+ 0.15% |
$4.2K - $4.86K
|
13.6K
$4.06M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.05% |
$4.2K - $4.86K
|
38K
$11.4M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
20+ 0.37% |
$4.2K - $4.86K
|
5.42K
$1.62M
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
20+ 0.26% |
$4.2K - $4.86K
|
7.79K
$2.32M
|