Purchases and Sales Made in Q3 2021 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.15K+ 1.27% |
$251K - $269K
|
91.7K
$27.7M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.13K+ 27.56% |
$249K - $266K
|
5.25K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.13KNew |
$248K - $265K
|
1.13K
$342K
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.12K+ 17.28% |
$246K - $263K
|
7.61K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.12K+ 4.2% |
$245K - $262K
|
27.7K
$8.37M
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.11KNew |
$242K - $259K
|
1.11K
$334K
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.1KNew |
$242K - $259K
|
1.1K
$334K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.09K+ 52.13% |
$239K - $255K
|
3.18K
$960K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.07K+ 0.78% |
$235K - $251K
|
139K
$42.1M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.07K+ 24.54% |
$235K - $251K
|
5.44K
$1.64M
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.07KNew |
$235K - $251K
|
1.07K
$324K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.05K+ 14.2% |
$230K - $245K
|
8.42K
$2.55M
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.04K+ 1.0% |
$228K - $244K
|
105K
$31.8M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.04K+ 26.99% |
$228K - $244K
|
4.89K
$1.48M
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.04KNew |
$227K - $243K
|
1.04K
$314K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 11.07% |
$226K - $241K
|
10.3K
$3.12M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.02K+ 6.16% |
$224K - $239K
|
17.6K
$5.31M
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.02K+ 2.83% |
$224K - $239K
|
37.1K
$11.2M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.02K+ 25.13% |
$223K - $239K
|
5.07K
$1.53M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 18.03% |
$222K - $237K
|
6.63K
$2M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.01K+ 1.8% |
$221K - $236K
|
57.1K
$17.3M
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
993New |
$218K - $233K
|
993
$300K
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
987+ 3.39% |
$216K - $231K
|
30.1K
$9.1M
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
975+ 9.77% |
$214K - $229K
|
11K
$3.31M
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
965+ 11.14% |
$212K - $226K
|
9.63K
$2.91M
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
961New |
$211K - $225K
|
961
$291K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
959+ 17.56% |
$210K - $225K
|
6.42K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
958New |
$210K - $225K
|
958
$290K
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
957New |
$210K - $224K
|
957
$289K
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
956New |
$210K - $224K
|
956
$289K
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
952+ 2.34% |
$209K - $223K
|
41.7K
$12.6M
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
949New |
$208K - $222K
|
949
$287K
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
934+ 0.47% |
$205K - $219K
|
198K
$59.9M
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
931New |
$204K - $218K
|
931
$282K
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
925New |
$203K - $217K
|
925
$280K
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
921New |
$202K - $216K
|
921
$279K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
918+ 6.6% |
$201K - $215K
|
14.8K
$4.49M
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
915New |
$201K - $214K
|
915
$277K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
907+ 26.18% |
$199K - $213K
|
4.37K
$1.32M
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
905+ 0.82% |
$198K - $212K
|
111K
$33.6M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
885+ 1.08% |
$194K - $207K
|
83.1K
$25.1M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
882+ 3.6% |
$193K - $207K
|
25.4K
$7.67M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
874+ 2.43% |
$192K - $205K
|
36.8K
$11.1M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
870+ 0.51% |
$191K - $204K
|
171K
$51.8M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
865+ 4.01% |
$190K - $203K
|
22.4K
$6.78M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
865+ 4.01% |
$190K - $203K
|
22.4K
$6.78M
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
851+ 0.7% |
$187K - $199K
|
123K
$37.1M
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
846+ 14.19% |
$185K - $198K
|
6.81K
$2.06M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
846+ 1.8% |
$185K - $198K
|
47.8K
$14.5M
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
826+ 2.77% |
$181K - $194K
|
30.7K
$9.27M
|