Purchases and Sales Made in Q3 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.67K+ 8.11% |
$300K - $361K
|
22.3K
$6.74M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.66K+ 118.01% |
$299K - $360K
|
3.07K
$930K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.64K+ 11.13% |
$294K - $354K
|
16.4K
$4.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$289K - $348K
|
1.61K
$486K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.6KNew |
$286K - $345K
|
1.6K
$482K
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 13.34% |
$284K - $343K
|
13.5K
$4.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$280K - $338K
|
1.56K
$472K
|
|
|
Oct 21, 2022
Q3 2022
|
Pachira Investments Inc.
|
BUY
|
- |
1.56K+ 9.73% |
$280K - $338K
|
17.6K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 18.11% |
$280K - $338K
|
10.2K
$3.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.55K+ 24.24% |
$278K - $335K
|
7.94K
$2.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.55K+ 106.68% |
$278K - $335K
|
3K
$908K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.54KNew |
$277K - $333K
|
1.54K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.53KNew |
$275K - $331K
|
1.53K
$463K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.53KNew |
$275K - $331K
|
1.53K
$463K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.51K+ 1.13% |
$271K - $327K
|
135K
$40.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.51K+ 4.67% |
$271K - $326K
|
33.8K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.51K+ 49.67% |
$270K - $325K
|
4.54K
$1.37M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 14.65% |
$268K - $323K
|
11.7K
$3.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.48K+ 1.18% |
$265K - $320K
|
127K
$38.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.47K+ 17.92% |
$264K - $318K
|
9.67K
$2.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.46K+ 15.59% |
$263K - $317K
|
10.9K
$3.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.45K+ 7.39% |
$261K - $314K
|
21.1K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.45K+ 17.66% |
$260K - $313K
|
9.64K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.44K+ 1.0% |
$258K - $311K
|
146K
$44.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.44K+ 5.45% |
$258K - $311K
|
27.8K
$8.42M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
1.43KNew |
$256K - $309K
|
1.43K
$432K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.42K+ 0.88% |
$255K - $307K
|
163K
$49.4M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.42K+ 3.78% |
$254K - $306K
|
38.8K
$11.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.41K+ 21.73% |
$254K - $306K
|
7.92K
$2.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 14.34% |
$252K - $303K
|
11.2K
$3.38M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
1.4K+ 9.82% |
$251K - $303K
|
15.7K
$4.74M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.39KNew |
$250K - $301K
|
1.39K
$422K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.39K+ 90.63% |
$250K - $301K
|
2.93K
$886K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.39K+ 0.83% |
$249K - $301K
|
170K
$51.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
1.38KNew |
$247K - $298K
|
1.38K
$417K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.37KNew |
$245K - $295K
|
1.37K
$413K
|
|
|
Nov 09, 2022
Q3 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.36KNew |
$244K - $295K
|
1.36K
$412K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 32.95% |
$244K - $294K
|
5.49K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.35K+ 2.68% |
$242K - $292K
|
51.7K
$15.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35K+ 4.01% |
$241K - $291K
|
34.9K
$10.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.34K+ 11.62% |
$241K - $290K
|
12.9K
$3.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.34KNew |
$240K - $289K
|
1.34K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.34K+ 5.96% |
$240K - $289K
|
23.7K
$7.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.32K+ 12.13% |
$238K - $286K
|
12.2K
$3.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.32K+ 1.59% |
$237K - $285K
|
84.3K
$25.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$236K - $284K
|
1.31K
$397K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.31K+ 100.54% |
$235K - $284K
|
2.62K
$792K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
BUY
|
- |
1.31KNew |
$235K - $283K
|
1.31K
$396K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.3K+ 2.55% |
$233K - $280K
|
52.1K
$15.8M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.28K+ 12.31% |
$230K - $277K
|
11.7K
$3.54M
|