Purchases and Sales Made in Q4 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
2.41K+ 2.37% |
$433K - $493K
|
104K
$31.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.39K+ 7.85% |
$428K - $488K
|
32.8K
$9.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.38K+ 16.06% |
$427K - $486K
|
17.2K
$5.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.36K+ 22.96% |
$422K - $481K
|
12.6K
$3.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
2.36K+ 57.06% |
$422K - $481K
|
6.48K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.35K+ 36.74% |
$421K - $480K
|
8.74K
$2.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.34K+ 1.64% |
$420K - $479K
|
146K
$44M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.33K+ 0.86% |
$418K - $476K
|
272K
$82.3M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.33K+ 13.92% |
$418K - $476K
|
19.1K
$5.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
2.32K+ 1.78% |
$417K - $474K
|
133K
$40.2M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.3KNew |
$413K - $470K
|
2.3K
$697K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.3KNew |
$411K - $469K
|
2.3K
$694K
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
2.3K+ 1.27% |
$411K - $469K
|
183K
$55.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.28K+ 1.69% |
$409K - $466K
|
137K
$41.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.27K+ 8.75% |
$407K - $463K
|
28.2K
$8.53M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
2.25K+ 1.93% |
$403K - $459K
|
119K
$35.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
2.23K+ 35.3% |
$399K - $455K
|
8.54K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.22K+ 17.94% |
$399K - $454K
|
14.6K
$4.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
2.22K+ 13.39% |
$399K - $454K
|
18.8K
$5.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.19K+ 5.39% |
$393K - $447K
|
42.9K
$13M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.18K+ 12.43% |
$391K - $445K
|
19.7K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.16K+ 34.75% |
$387K - $441K
|
8.38K
$2.53M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.16KNew |
$386K - $440K
|
2.16K
$652K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
2.15K+ 35.77% |
$386K - $440K
|
8.17K
$2.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.15KNew |
$385K - $438K
|
2.15K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.12K+ 2.6% |
$380K - $433K
|
83.6K
$25.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.1K+ 12.55% |
$376K - $428K
|
18.8K
$5.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.08K+ 6.35% |
$374K - $426K
|
34.9K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.08K+ 21.47% |
$373K - $425K
|
11.8K
$3.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.07KNew |
$372K - $423K
|
2.07K
$627K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.04K+ 4.43% |
$366K - $417K
|
48.1K
$14.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.04K+ 42.93% |
$366K - $417K
|
6.79K
$2.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.04KNew |
$365K - $416K
|
2.04K
$616K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.03K+ 73.49% |
$364K - $415K
|
4.8K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2K+ 14.11% |
$359K - $409K
|
16.2K
$4.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 2.09% |
$359K - $409K
|
97.6K
$29.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2KNew |
$358K - $408K
|
2K
$604K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.99K+ 15.09% |
$357K - $407K
|
15.2K
$4.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.98KNew |
$355K - $404K
|
1.98K
$599K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.97K+ 19.16% |
$353K - $402K
|
12.2K
$3.7M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 1.96% |
$352K - $400K
|
102K
$30.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.94KNew |
$348K - $397K
|
1.94K
$587K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.92KNew |
$344K - $391K
|
1.92K
$579K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.9KNew |
$341K - $389K
|
1.9K
$576K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.89K+ 16.82% |
$340K - $387K
|
13.2K
$3.98M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.88KNew |
$337K - $384K
|
1.88K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.87KNew |
$336K - $382K
|
1.87K
$566K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.87KNew |
$335K - $382K
|
1.87K
$565K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$334K - $381K
|
1.86K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.86K+ 114.23% |
$334K - $380K
|
3.49K
$1.06M
|