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 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.12K+ 0.01% |
$654K - $758K
|
27.6M
$8.3B
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
3.11K+ 18.08% |
$654K - $757K
|
20.3K
$6.11M
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.11KNew |
$653K - $756K
|
3.11K
$934K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.11K+ 11.29% |
$652K - $755K
|
30.6K
$9.21M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.1KNew |
$651K - $754K
|
3.1K
$932K
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
3.06K+ 101.12% |
$642K - $743K
|
6.08K
$1.83M
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
3K+ 5079.66% |
$629K - $728K
|
3.06K
$918K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
2.98K+ 2.68% |
$626K - $725K
|
114K
$34.4M
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.97K+ 1.44% |
$623K - $721K
|
209K
$62.7M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.97K+ 12.2% |
$623K - $721K
|
27.3K
$8.2M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 0.31% |
$618K - $715K
|
939K
$282M
|
|
Apr 20, 2022
Q1 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.93K+ 1.01% |
$615K - $711K
|
294K
$88.2M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.91K+ 187.76% |
$612K - $708K
|
4.47K
$1.34M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.91KNew |
$611K - $708K
|
2.91K
$875K
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.86K+ 32.03% |
$599K - $694K
|
11.8K
$3.54M
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.84K+ 766.58% |
$597K - $691K
|
3.22K
$966K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.84K+ 0.46% |
$597K - $691K
|
620K
$186M
|
|
May 13, 2022
Q1 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.83K+ 0.71% |
$594K - $687K
|
399K
$120M
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
2.78K+ 5.09% |
$584K - $676K
|
57.5K
$17.3M
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
2.77K+ 19.09% |
$581K - $673K
|
17.3K
$5.19M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.77K+ 9.51% |
$581K - $672K
|
31.8K
$9.57M
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
2.74K+ 3.67% |
$574K - $665K
|
77.3K
$23.2M
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.73KNew |
$573K - $663K
|
2.73K
$820K
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$569K - $659K
|
2.71K
$815K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.71K+ 6.72% |
$568K - $657K
|
42.9K
$12.9M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.69K+ 1.45% |
$564K - $653K
|
189K
$56.7M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.66K+ 159.14% |
$557K - $645K
|
4.33K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.65K+ 9.41% |
$557K - $644K
|
30.8K
$9.26M
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.62K+ 11.56% |
$550K - $637K
|
25.3K
$7.6M
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.6KNew |
$545K - $631K
|
2.6K
$780K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.59KNew |
$543K - $628K
|
2.59K
$777K
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.58K+ 111.2% |
$542K - $627K
|
4.9K
$1.47M
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
2.58K+ 13.3% |
$541K - $626K
|
22K
$6.6M
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
2.52KNew |
$529K - $613K
|
2.52K
$758K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
2.52K+ 2.77% |
$529K - $612K
|
93.4K
$28.1M
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.51K+ 3.01% |
$527K - $611K
|
86K
$25.8M
|
|
May 16, 2022
Q1 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.5K+ 1.5% |
$524K - $606K
|
169K
$50.7M
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.48K+ 25.55% |
$521K - $604K
|
12.2K
$3.67M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$520K - $602K
|
2.48K
$745K
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$515K - $596K
|
2.46K
$738K
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.45K+ 1.98% |
$515K - $596K
|
126K
$37.9M
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.45K+ 64.07% |
$515K - $596K
|
6.28K
$1.89M
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.44KNew |
$513K - $593K
|
2.44K
$734K
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
2.44KNew |
$512K - $592K
|
2.44K
$732K
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
2.43K+ 24.06% |
$510K - $591K
|
12.5K
$3.77M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.42K+ 35.46% |
$509K - $589K
|
9.26K
$2.78M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.41K+ 34.27% |
$506K - $586K
|
9.45K
$2.84M
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.41K+ 1.78% |
$506K - $585K
|
138K
$41.3M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.4K+ 2.99% |
$504K - $584K
|
82.7K
$24.8M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.38K+ 3.45% |
$500K - $578K
|
71.4K
$21.5M
|