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 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.9K+ 3.81% |
$2.49M - $2.88M
|
324K
$97.7M
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
11.8KNew |
$2.48M - $2.87M
|
11.8K
$3.56M
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11.6K+ 4.07% |
$2.44M - $2.82M
|
297K
$89.6M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 2.05% |
$2.41M - $2.79M
|
570K
$172M
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
11.4K+ 11.92% |
$2.39M - $2.77M
|
107K
$32.3M
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
11.2K+ 91.45% |
$2.36M - $2.73M
|
23.5K
$7.09M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10.7K+ 13.92% |
$2.25M - $2.6M
|
87.5K
$26.4M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
10.6K+ 1.56% |
$2.22M - $2.57M
|
690K
$208M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
10.4K+ 339.25% |
$2.19M - $2.54M
|
13.5K
$4.08M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.3K+ 3.54% |
$2.17M - $2.51M
|
303K
$91.3M
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.3K+ 3.77% |
$2.17M - $2.51M
|
284K
$85.8M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.1K+ 43.62% |
$2.12M - $2.45M
|
33.3K
$10M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.1K+ 43.62% |
$2.12M - $2.45M
|
33.3K
$10M
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10K+ 1.92% |
$2.1M - $2.43M
|
531K
$160M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
9.92K+ 2.22% |
$2.08M - $2.41M
|
456K
$138M
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
9.86K+ 295.42% |
$2.07M - $2.4M
|
13.2K
$3.98M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.81K+ 5.8% |
$2.06M - $2.38M
|
179K
$54M
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.78KNew |
$2.05M - $2.38M
|
9.78K
$2.95M
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.75K+ 25.8% |
$2.05M - $2.37M
|
47.5K
$14.3M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.45K+ 5.72% |
$1.98M - $2.3M
|
175K
$52.8M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
9.43K+ 5.04% |
$1.98M - $2.29M
|
197K
$59.4M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.28K+ 25.78% |
$1.95M - $2.25M
|
45.3K
$13.7M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
9.15KNew |
$1.92M - $2.22M
|
9.15K
$2.76M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.07K+ 10.39% |
$1.9M - $2.2M
|
96.4K
$29.1M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.96K+ 16.64% |
$1.88M - $2.18M
|
62.8K
$18.9M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.88K+ 46.25% |
$1.86M - $2.16M
|
28.1K
$8.48M
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
8.87K+ 12.9% |
$1.86M - $2.16M
|
77.7K
$23.4M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.75K+ 2.48% |
$1.84M - $2.13M
|
361K
$109M
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.66K+ 3.67% |
$1.82M - $2.1M
|
244K
$73.7M
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
8.5K+ 1.75% |
$1.78M - $2.06M
|
495K
$149M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
8.45K+ 4.74% |
$1.77M - $2.05M
|
187K
$56.4M
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.45K+ 26.6% |
$1.77M - $2.05M
|
40.2K
$12.1M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.41K+ 4.18% |
$1.76M - $2.04M
|
210K
$63.3M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 7.45% |
$1.76M - $2.03M
|
121K
$36.4M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.36K+ 27.71% |
$1.75M - $2.03M
|
38.5K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8.32K+ 20.87% |
$1.75M - $2.02M
|
48.2K
$14.5M
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.26K+ 3.71% |
$1.73M - $2.01M
|
231K
$69.6M
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
8.26K+ 44.61% |
$1.73M - $2.01M
|
26.8K
$8.08M
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
8.2K+ 92.04% |
$1.72M - $1.99M
|
17.1K
$5.16M
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.19K+ 25.15% |
$1.72M - $1.99M
|
40.8K
$12.3M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
8.17K+ 11.34% |
$1.72M - $1.99M
|
80.2K
$24.2M
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8.11K+ 102.56% |
$1.7M - $1.97M
|
16K
$4.83M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
8.09K+ 39.07% |
$1.7M - $1.96M
|
28.8K
$8.69M
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8.01K+ 888.68% |
$1.68M - $1.95M
|
8.91K
$2.69M
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
7.99K+ 7.63% |
$1.68M - $1.94M
|
113K
$34M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.83K+ 33.26% |
$1.64M - $1.9M
|
31.4K
$9.46M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.78K+ 12.29% |
$1.63M - $1.89M
|
71.1K
$21.5M
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.77K+ 5.09% |
$1.63M - $1.89M
|
160K
$48.4M
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.75K+ 16.29% |
$1.63M - $1.88M
|
55.3K
$16.7M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.64K+ 6.17% |
$1.6M - $1.86M
|
131K
$39.7M
|