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 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
26.2KNew |
$5.81M - $6.37M
|
26.2K
$7.91M
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26.1KNew |
$5.78M - $6.33M
|
26.1K
$7.86M
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
26K+ 13.61% |
$5.78M - $6.33M
|
217K
$65.6M
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
25.9K+ 1.89% |
$5.75M - $6.3M
|
1.4M
$422M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
25.5K+ 1.8% |
$5.66M - $6.2M
|
1.44M
$435M
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
25.3KNew |
$5.62M - $6.16M
|
25.3K
$7.65M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
25.2K+ 2.65% |
$5.59M - $6.13M
|
976K
$295M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.1K+ 17.41% |
$5.56M - $6.1M
|
169K
$51.1M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
25KNew |
$5.54M - $6.07M
|
25K
$7.54M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.4K+ 1045.38% |
$5.42M - $5.94M
|
26.8K
$8.08M
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
24.2K+ 14.02% |
$5.37M - $5.88M
|
197K
$59.4M
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
24.2KNew |
$5.36M - $5.88M
|
24.2K
$7.3M
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
$5.3M - $5.8M
|
23.9K
$7.21M
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23.6K+ 22.62% |
$5.23M - $5.73M
|
128K
$38.6M
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
23.5KNew |
$5.21M - $5.71M
|
23.5K
$7.1M
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
23KNew |
$5.09M - $5.58M
|
23K
$6.93M
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
22.9K+ 451.22% |
$5.07M - $5.56M
|
28K
$8.44M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
22.7K+ 57.08% |
$5.03M - $5.52M
|
62.5K
$18.9M
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
22.6KNew |
$5M - $5.48M
|
22.6K
$6.81M
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
22.3K+ 8.63% |
$4.94M - $5.41M
|
280K
$84.6M
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
22KNew |
$4.87M - $5.33M
|
22K
$6.63M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
22K+ 3.9% |
$4.87M - $5.33M
|
585K
$177M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.6K+ 7.89% |
$4.79M - $5.25M
|
295K
$89.1M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.4K+ 65.39% |
$4.73M - $5.19M
|
54K
$16.3M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21.2KNew |
$4.7M - $5.15M
|
21.2K
$6.4M
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
21KNew |
$4.65M - $5.1M
|
21K
$6.33M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20.9K+ 375.32% |
$4.63M - $5.08M
|
26.5K
$7.99M
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
20.7K+ 123.03% |
$4.59M - $5.03M
|
37.5K
$11.3M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
20.6K+ 64.82% |
$4.57M - $5.01M
|
52.5K
$15.8M
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
20.3K+ 102.57% |
$4.5M - $4.93M
|
40.1K
$12.1M
|
|
May 31, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
20.1K+ 2.31% |
$4.46M - $4.89M
|
892K
$269M
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
20K+ 5.81% |
$4.43M - $4.85M
|
364K
$110M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
19.9K+ 20.36% |
$4.42M - $4.84M
|
118K
$35.6M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.8K+ 4.78% |
$4.4M - $4.82M
|
435K
$131M
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19.5KNew |
$4.32M - $4.73M
|
19.5K
$5.88M
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
19.3K+ 453.71% |
$4.28M - $4.69M
|
23.5K
$7.1M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.3KNew |
$4.28M - $4.68M
|
19.3K
$5.82M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1K+ 11.35% |
$4.24M - $4.65M
|
188K
$56.6M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19K+ 26.7% |
$4.2M - $4.61M
|
90K
$27.2M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.7K+ 130.3% |
$4.14M - $4.54M
|
33K
$9.96M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.6K+ 40.09% |
$4.12M - $4.51M
|
64.9K
$19.6M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18.3K+ 15.66% |
$4.05M - $4.44M
|
135K
$40.7M
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
18.2KNew |
$4.05M - $4.43M
|
18.2K
$5.51M
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
18.2KNew |
$4.04M - $4.43M
|
18.2K
$5.51M
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
18.2KNew |
$4.03M - $4.42M
|
18.2K
$5.49M
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
17.8KNew |
$3.94M - $4.32M
|
17.8K
$5.37M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
17.7K+ 31.02% |
$3.92M - $4.29M
|
74.6K
$22.5M
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
17K+ 7.78% |
$3.77M - $4.14M
|
236K
$71.2M
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.9KNew |
$3.53M - $3.86M
|
15.9K
$4.8M
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.9K+ 5.36% |
$3.52M - $3.85M
|
312K
$94.1M
|