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
|
Tanager Wealth Management LLP
|
BUY
|
- |
120K+ 62.03% |
$21.5M - $24.5M
|
313K
$94M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
119K+ 10.29% |
$21.4M - $24.4M
|
1.28M
$384M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
113K+ 53.56% |
$20.2M - $23M
|
323K
$97M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
112K+ 770.47% |
$20M - $22.8M
|
126K
$37.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
111K+ 14.19% |
$19.9M - $22.6M
|
891K
$268M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
104K+ 383.64% |
$18.7M - $21.3M
|
131K
$39.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103K+ 74.45% |
$18.5M - $21.1M
|
242K
$72.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 5.55% |
$18.3M - $20.9M
|
1.94M
$584M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101K+ 423.03% |
$18.2M - $20.7M
|
125K
$37.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
93.5K+ 100.15% |
$16.8M - $19.1M
|
187K
$56.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
92K+ 25.83% |
$16.5M - $18.8M
|
448K
$135M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
90.6KNew |
$16.2M - $18.5M
|
90.6K
$27.2M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
89.8KNew |
$16.1M - $18.3M
|
89.8K
$27M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
89K+ 1056.38% |
$16M - $18.2M
|
97.5K
$29.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
88.5K+ 345.45% |
$15.9M - $18.1M
|
114K
$34.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
85.1K+ 5.4% |
$15.3M - $17.4M
|
1.66M
$499M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
83.7K+ 76.86% |
$15M - $17.1M
|
193K
$57.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
82.9KNew |
$14.9M - $16.9M
|
82.9K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.1K+ 71.05% |
$14.5M - $16.6M
|
195K
$58.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
80.8KNew |
$14.5M - $16.5M
|
80.8K
$24.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
80.2K+ 51.22% |
$14.4M - $16.4M
|
237K
$71.1M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
77KNew |
$13.8M - $15.7M
|
77K
$23.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
75.5K+ 10.93% |
$13.5M - $15.4M
|
766K
$230M
|
|
|
Feb 13, 2023
Q4 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
73.8KNew |
$13.2M - $15.1M
|
73.8K
$22.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
72.2KNew |
$12.9M - $14.7M
|
72.2K
$21.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
70.8K+ 5.0% |
$12.7M - $14.5M
|
1.49M
$447M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
66.7K+ 9.7% |
$12M - $13.6M
|
754K
$226M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.8K+ 33.98% |
$11.8M - $13.4M
|
259K
$77.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
65.5KNew |
$11.8M - $13.4M
|
65.5K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.2K+ 4.71% |
$11.7M - $13.3M
|
1.45M
$435M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
63.8KNew |
$11.4M - $13M
|
63.8K
$19.2M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
61.7K+ 5560.0% |
$11.1M - $12.6M
|
62.8K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
61.1K+ 823.35% |
$11M - $12.5M
|
68.5K
$20.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
58.7K+ 13.88% |
$10.5M - $12M
|
482K
$145M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
58.1KNew |
$10.4M - $11.9M
|
58.1K
$17.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.2K+ 4.54% |
$10.1M - $11.5M
|
1.3M
$389M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56.1KNew |
$10.1M - $11.5M
|
56.1K
$16.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
55.9KNew |
$10M - $11.4M
|
55.9K
$16.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
54.8KNew |
$9.83M - $11.2M
|
54.8K
$16.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
54K+ 4.67% |
$9.68M - $11M
|
1.21M
$364M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
53.4K+ 24.46% |
$9.58M - $10.9M
|
272K
$81.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53K+ 13.58% |
$9.51M - $10.8M
|
443K
$133M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
52.9K+ 17.74% |
$9.48M - $10.8M
|
351K
$105M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
52.2K+ 46.26% |
$9.36M - $10.7M
|
165K
$49.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
52.2KNew |
$9.36M - $10.7M
|
52.2K
$15.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
49.2K+ 8.83% |
$8.81M - $10M
|
606K
$182M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
47.2KNew |
$8.47M - $9.65M
|
47.2K
$14.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
46.4K+ 36.11% |
$8.32M - $9.48M
|
175K
$52.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46.2K+ 1.61% |
$8.27M - $9.42M
|
2.9M
$873M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
45.7K+ 145.52% |
$8.2M - $9.33M
|
77.1K
$23.2M
|