Purchases and Sales Made in Q4 2021 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-5.63K- 21.37% |
$1.25M - $1.37M
|
20.7K
$6.26M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.67K- 7.42% |
$1.26M - $1.38M
|
70.7K
$21.4M
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-5.78K- 0.85% |
$1.28M - $1.4M
|
673K
$203M
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-5.79K- 29.4% |
$1.28M - $1.41M
|
13.9K
$4.2M
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.14K- 11.45% |
$1.36M - $1.49M
|
47.5K
$14.4M
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-6.2K- 26.31% |
$1.37M - $1.51M
|
17.4K
$5.25M
|
|
Jan 28, 2022
Q4 2021
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-6.22K- 0.64% |
$1.38M - $1.51M
|
962K
$291M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.45K- 4.44% |
$1.43M - $1.57M
|
139K
$42M
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 17.37% |
$1.48M - $1.62M
|
31.7K
$9.6M
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-6.72K- 4.5% |
$1.49M - $1.63M
|
143K
$43.1M
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.76K- 63.26% |
$1.5M - $1.64M
|
3.93K
$1.19M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-6.86K- 1.8% |
$1.52M - $1.67M
|
375K
$113M
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.08K- 31.8% |
$1.57M - $1.72M
|
15.2K
$4.6M
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7.24KClosed |
$1.61M - $1.76M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.42K- 2.29% |
$1.64M - $1.8M
|
316K
$95.7M
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.6K- 4.26% |
$1.68M - $1.85M
|
171K
$51.7M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.64K- 16.66% |
$1.69M - $1.86M
|
38.2K
$11.6M
|
|
Feb 07, 2022
Q4 2021
|
Opus Investment Management Inc
|
SELL
|
- |
-7.66K- 0.86% |
$1.7M - $1.86M
|
887K
$268M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.83K- 1.89% |
$1.74M - $1.9M
|
406K
$123M
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.89K- 4.08% |
$1.75M - $1.92M
|
186K
$56.2M
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-7.98K- 4.57% |
$1.77M - $1.94M
|
167K
$50.4M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.07K- 14.55% |
$1.79M - $1.96M
|
47.4K
$14.3M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.15K- 2.26% |
$1.81M - $1.98M
|
353K
$107M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-8.31K- 3.21% |
$1.84M - $2.02M
|
251K
$75.8M
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.35K- 46.2% |
$1.85M - $2.03M
|
9.72K
$2.94M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.42K- 85.67% |
$1.87M - $2.04M
|
1.41K
$426K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.47K- 18.54% |
$1.88M - $2.06M
|
37.2K
$11.3M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.78K- 0.5% |
$1.95M - $2.13M
|
1.74M
$528M
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.87K- 2.61% |
$1.97M - $2.15M
|
331K
$100M
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-9.08K- 17.65% |
$2.01M - $2.21M
|
42.4K
$12.8M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.2K- 16.7% |
$2.04M - $2.24M
|
45.9K
$13.9M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.36K- 2.51% |
$2.08M - $2.27M
|
364K
$110M
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.56K- 4.74% |
$2.12M - $2.32M
|
192K
$58.1M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.58K- 0.45% |
$2.12M - $2.33M
|
2.11M
$639M
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-9.66K- 69.73% |
$2.14M - $2.35M
|
4.19K
$1.27M
|
|
Jan 18, 2022
Q4 2021
|
Wind River Trust CO
|
SELL
|
- |
-9.66K- 10.37% |
$2.14M - $2.35M
|
83.4K
$25.2M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.67K- 14.68% |
$2.14M - $2.35M
|
56.2K
$17M
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-9.67K- 2.83% |
$2.14M - $2.35M
|
332K
$100M
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-9.67K- 45.9% |
$2.15M - $2.35M
|
11.4K
$3.45M
|
|
Jan 11, 2022
Q4 2021
|
Sam Advisors, LLC
|
SELL
|
- |
-9.69K- 3.12% |
$2.15M - $2.36M
|
301K
$91M
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-9.92K- 6.55% |
$2.2M - $2.41M
|
142K
$42.8M
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-10.1K- 3.42% |
$2.24M - $2.45M
|
285K
$86.2M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10.3KClosed |
$2.27M - $2.49M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10.4K- 5.3% |
$2.31M - $2.53M
|
186K
$56.3M
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-10.9K- 39.3% |
$2.41M - $2.64M
|
16.8K
$5.08M
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-10.9K- 5.02% |
$2.43M - $2.66M
|
207K
$62.6M
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11.7KClosed |
$2.59M - $2.84M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11.8K- 3.0% |
$2.61M - $2.86M
|
381K
$115M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.2K- 2.39% |
$2.7M - $2.96M
|
498K
$151M
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.2K- 6.86% |
$2.72M - $2.98M
|
166K
$50.3M
|