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 |
---|---|---|---|---|---|---|---|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.78KNew |
$1.95M - $2.13M
|
8.78K
$2.64M
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.78KNew |
$1.95M - $2.13M
|
8.78K
$2.64M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
8.73KNew |
$1.94M - $2.12M
|
8.73K
$2.62M
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
8.68KNew |
$1.93M - $2.11M
|
8.68K
$2.61M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
8.62K+ 0.22% |
$1.91M - $2.09M
|
3.87M
$1.16B
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.49KNew |
$1.88M - $2.06M
|
8.49K
$2.55M
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
8.32K+ 5.15% |
$1.84M - $2.02M
|
170K
$51M
|
|
Feb 11, 2022
Q4 2021
|
Nia Impact Advisors, LLC
|
BUY
|
- |
8.3K+ 18.68% |
$1.84M - $2.02M
|
52.7K
$15.8M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.15K+ 1.95% |
$1.81M - $1.98M
|
427K
$128M
|
|
Feb 07, 2022
Q4 2021
|
Connective Portfolio Management, LLC
|
BUY
|
- |
8.15KNew |
$1.81M - $1.98M
|
8.15K
$2.45M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.11KNew |
$1.8M - $1.97M
|
8.11K
$2.44M
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.02KNew |
$1.78M - $1.95M
|
8.02K
$2.41M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.01K+ 8.48% |
$1.78M - $1.95M
|
102K
$30.8M
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
7.76K+ 7.99% |
$1.72M - $1.88M
|
105K
$31.5M
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.74K+ 1.89% |
$1.72M - $1.88M
|
416K
$125M
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
7.7KNew |
$1.71M - $1.87M
|
7.7K
$2.31M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.55K+ 11.06% |
$1.67M - $1.84M
|
75.9K
$22.8M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
7.54K+ 4.19% |
$1.67M - $1.83M
|
187K
$56.3M
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7.54KNew |
$1.67M - $1.83M
|
7.54K
$2.26M
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
7.5KNew |
$1.66M - $1.82M
|
7.5K
$2.25M
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.5K+ 513.7% |
$1.66M - $1.82M
|
8.96K
$2.69M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
7.49K+ 110.04% |
$1.66M - $1.82M
|
14.3K
$4.3M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
7.49K+ 29.34% |
$1.66M - $1.82M
|
33K
$9.92M
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.4KNew |
$1.64M - $1.8M
|
7.4K
$2.22M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.33K+ 10.12% |
$1.63M - $1.78M
|
79.8K
$24M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.26K+ 163.89% |
$1.61M - $1.76M
|
11.7K
$3.51M
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.23K+ 10.56% |
$1.6M - $1.76M
|
75.7K
$22.8M
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
7.2KNew |
$1.6M - $1.75M
|
7.2K
$2.16M
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.16K+ 11.58% |
$1.59M - $1.74M
|
69K
$20.7M
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.15KNew |
$1.59M - $1.74M
|
7.15K
$2.15M
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
7.09K+ 1.61% |
$1.57M - $1.72M
|
446K
$134M
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
7.06K+ 96.42% |
$1.57M - $1.72M
|
14.4K
$4.32M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.05K+ 12.15% |
$1.56M - $1.71M
|
65.1K
$19.5M
|
|
Mar 21, 2023
Q4 2021
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
7.05K+ 1.37% |
$1.56M - $1.71M
|
521K
$157M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.04K+ 15.66% |
$1.56M - $1.71M
|
52K
$15.6M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.02K+ 8.21% |
$1.56M - $1.71M
|
92.6K
$27.8M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
6.94K+ 11.61% |
$1.54M - $1.69M
|
66.8K
$20.1M
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
6.91K+ 761.34% |
$1.53M - $1.68M
|
7.82K
$2.35M
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
6.87KNew |
$1.52M - $1.67M
|
6.87K
$2.06M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.84KNew |
$1.52M - $1.66M
|
6.84K
$2.05M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.81K+ 12.59% |
$1.51M - $1.65M
|
60.9K
$18.3M
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.78K+ 3.14% |
$1.5M - $1.65M
|
222K
$66.8M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.75K+ 5.77% |
$1.5M - $1.64M
|
124K
$37.2M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
6.74K+ 29.09% |
$1.49M - $1.64M
|
29.9K
$8.99M
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
6.61K+ 2.8% |
$1.47M - $1.61M
|
243K
$72.9M
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.57K+ 9.88% |
$1.46M - $1.6M
|
73.1K
$21.9M
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
6.54K+ 364.14% |
$1.45M - $1.59M
|
8.34K
$2.5M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.52K+ 0.86% |
$1.45M - $1.58M
|
762K
$229M
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.51K+ 2.86% |
$1.44M - $1.58M
|
234K
$70.4M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 0.35% |
$1.44M - $1.58M
|
1.85M
$555M
|