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 |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-1.57K- 18.29% |
$329K - $381K
|
7.01K
$2.12M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-1.59K- 26.25% |
$333K - $385K
|
4.45K
$1.35M
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.6K- 29.75% |
$336K - $389K
|
3.79K
$1.14M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.62K- 1.33% |
$339K - $393K
|
120K
$36.4M
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.63K- 57.19% |
$343K - $397K
|
1.22K
$370K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 1.49% |
$344K - $398K
|
109K
$32.8M
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.67K- 1.42% |
$351K - $406K
|
116K
$35.1M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.68K- 10.36% |
$353K - $408K
|
14.5K
$4.4M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.68K- 33.71% |
$353K - $409K
|
3.31K
$1M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 2.33% |
$354K - $410K
|
70.7K
$21.4M
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.72K- 2.57% |
$361K - $418K
|
65.4K
$19.8M
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.73K- 11.74% |
$362K - $420K
|
13K
$3.93M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.75K- 4.12% |
$367K - $424K
|
40.6K
$12.3M
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.76K- 40.33% |
$368K - $426K
|
2.6K
$785K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.78K- 6.81% |
$373K - $431K
|
24.3K
$7.34M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.78K- 3.84% |
$374K - $433K
|
44.6K
$13.5M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.81K- 9.79% |
$381K - $441K
|
16.7K
$5.05M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.83K- 3.09% |
$384K - $445K
|
57.5K
$17.4M
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.84K- 27.38% |
$386K - $447K
|
4.88K
$1.48M
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.86K- 3.94% |
$391K - $453K
|
45.5K
$13.8M
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.88K- 62.09% |
$395K - $457K
|
1.15K
$347K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.89K- 9.28% |
$398K - $460K
|
18.5K
$5.6M
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.91K- 4.03% |
$400K - $463K
|
45.3K
$13.7M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.92K- 9.11% |
$403K - $467K
|
19.2K
$5.8M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.93K- 0.96% |
$404K - $468K
|
199K
$60.2M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.93K- 2.23% |
$405K - $468K
|
84.4K
$25.5M
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.93K- 3.76% |
$405K - $469K
|
49.4K
$14.9M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.94K- 17.43% |
$408K - $472K
|
9.21K
$2.78M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.96K- 16.5% |
$411K - $476K
|
9.91K
$3M
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.98K- 99.45% |
$415K - $480K
|
11
$3.33K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.98K- 1.69% |
$416K - $482K
|
115K
$34.9M
|
|
Apr 29, 2022
Q1 2022
|
Kearns & Associates LLC
|
SELL
|
- |
-2K- 1.89% |
$420K - $486K
|
104K
$31.4M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2K- 4.99% |
$420K - $486K
|
38.1K
$11.5M
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.02K- 11.46% |
$424K - $491K
|
15.6K
$4.73M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.02K- 6.32% |
$425K - $492K
|
30K
$9.08M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.02K- 5.54% |
$425K - $492K
|
34.5K
$10.4M
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.04K- 3.3% |
$429K - $496K
|
59.9K
$18.1M
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$430K - $498K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.05K- 1.7% |
$431K - $499K
|
119K
$35.9M
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.06K- 4.42% |
$433K - $501K
|
44.6K
$13.5M
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
SELL
|
- |
-2.11K- 0.31% |
$442K - $512K
|
670K
$203M
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-2.11K- 6.09% |
$443K - $512K
|
32.5K
$9.84M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.13K- 18.81% |
$446K - $517K
|
9.17K
$2.77M
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.17K- 6.26% |
$456K - $528K
|
32.5K
$9.84M
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2.2KClosed |
$462K - $535K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.2K- 42.25% |
$463K - $536K
|
3.01K
$911K
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.21K- 4.75% |
$463K - $536K
|
44.2K
$13.4M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.23K- 6.55% |
$468K - $542K
|
31.8K
$9.63M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.23K- 16.53% |
$469K - $543K
|
11.3K
$3.41M
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.25K- 7.39% |
$472K - $547K
|
28.2K
$8.53M
|