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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.97K- 6.59% |
$892K - $1.07M
|
70.4K
$21.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5K- 30.63% |
$897K - $1.08M
|
11.3K
$3.42M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.09K- 5.86% |
$914K - $1.1M
|
81.8K
$24.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.11K- 98.27% |
$917K - $1.1M
|
90
$27.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.36K- 6.54% |
$962K - $1.16M
|
76.6K
$23.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.38K- 97.29% |
$966K - $1.16M
|
150
$45.3K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-5.38K- 4.42% |
$966K - $1.16M
|
116K
$35.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.39K- 0.39% |
$968K - $1.17M
|
1.38M
$417M
|
|
|
Nov 04, 2022
Q3 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-5.55K- 0.87% |
$995K - $1.2M
|
632K
$191M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.63K- 14.47% |
$1.01M - $1.22M
|
33.3K
$10M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.66K- 42.59% |
$1.02M - $1.22M
|
7.63K
$2.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5.77K- 2.16% |
$1.04M - $1.25M
|
261K
$78.7M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.94K- 1.87% |
$1.07M - $1.28M
|
311K
$93.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6K- 1.44% |
$1.08M - $1.3M
|
410K
$124M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.08K- 5.29% |
$1.09M - $1.31M
|
109K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.09K- 3.05% |
$1.09M - $1.32M
|
194K
$58.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.16K- 1.61% |
$1.11M - $1.33M
|
376K
$113M
|
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-6.26K- 30.26% |
$1.12M - $1.35M
|
14.4K
$4.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-6.29K- 9.53% |
$1.13M - $1.36M
|
59.8K
$18M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.35K- 14.1% |
$1.14M - $1.37M
|
38.7K
$11.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-6.49K- 6.02% |
$1.16M - $1.4M
|
101K
$30.5M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.49K- 19.13% |
$1.17M - $1.4M
|
27.4K
$8.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-6.62K- 2.17% |
$1.19M - $1.43M
|
298K
$90M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.7K- 31.58% |
$1.2M - $1.45M
|
14.5K
$4.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-6.71K- 67.06% |
$1.2M - $1.45M
|
3.29K
$994K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-6.76K- 2.78% |
$1.21M - $1.46M
|
236K
$71.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.77K- 2.44% |
$1.21M - $1.46M
|
271K
$81.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.89K- 7.27% |
$1.24M - $1.49M
|
88K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.91K- 2.44% |
$1.24M - $1.49M
|
276K
$83.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.93K- 57.2% |
$1.24M - $1.5M
|
5.19K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.97K- 2.64% |
$1.25M - $1.51M
|
257K
$77.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.99K- 59.14% |
$1.25M - $1.51M
|
4.83K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.22K- 3.44% |
$1.3M - $1.56M
|
202K
$61.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7.38K- 83.56% |
$1.32M - $1.6M
|
1.45K
$438K
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-7.42K- 34.29% |
$1.33M - $1.6M
|
14.2K
$4.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.46K- 21.38% |
$1.34M - $1.61M
|
27.4K
$8.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7.57K- 0.81% |
$1.36M - $1.64M
|
932K
$281M
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-7.82K- 84.25% |
$1.4M - $1.69M
|
1.46K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.94K- 22.29% |
$1.42M - $1.72M
|
27.7K
$8.35M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7.99K- 32.98% |
$1.43M - $1.73M
|
16.2K
$4.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.02K- 7.66% |
$1.44M - $1.73M
|
96.7K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.09K- 13.07% |
$1.45M - $1.75M
|
53.8K
$16.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.16K- 85.53% |
$1.47M - $1.77M
|
1.38K
$417K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.3K- 4.25% |
$1.49M - $1.8M
|
187K
$56.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.38K- 42.8% |
$1.5M - $1.81M
|
11.2K
$3.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.42K- 0.75% |
$1.51M - $1.82M
|
1.12M
$337M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.45K- 52.99% |
$1.52M - $1.83M
|
7.49K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-9.2K- 5.97% |
$1.65M - $1.99M
|
145K
$43.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-9.33K- 38.65% |
$1.67M - $2.02M
|
14.8K
$4.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-9.44K- 96.34% |
$1.69M - $2.04M
|
358
$108K
|