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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45.4KNew |
$8.14M - $9.27M
|
45.4K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
43.6K+ 887.19% |
$7.82M - $8.91M
|
48.6K
$14.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
43.6K+ 17.86% |
$7.82M - $8.9M
|
288K
$86.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43.3K+ 20.63% |
$7.77M - $8.85M
|
254K
$76.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
41.3K+ 1.92% |
$7.41M - $8.44M
|
2.2M
$660M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
41.3K+ 1364.81% |
$7.4M - $8.43M
|
44.3K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
41.3K+ 47.4% |
$7.4M - $8.42M
|
128K
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
41.1K+ 16.6% |
$7.36M - $8.39M
|
289K
$86.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
41K+ 171.38% |
$7.36M - $8.38M
|
65K
$19.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
40.9K+ 34.29% |
$7.34M - $8.36M
|
160K
$48.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
40.7K+ 733.16% |
$7.3M - $8.32M
|
46.3K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
40.7K+ 2987.81% |
$7.3M - $8.31M
|
42.1K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
40.5KNew |
$7.27M - $8.28M
|
40.5K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
39.5KNew |
$7.08M - $8.06M
|
39.5K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
38.8K+ 4608.08% |
$6.96M - $7.92M
|
39.6K
$11.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
38.8K+ 210.62% |
$6.96M - $7.92M
|
57.2K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
38.8KNew |
$6.95M - $7.92M
|
38.8K
$11.6M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
38.7KNew |
$6.93M - $7.9M
|
38.7K
$11.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38.6KNew |
$6.93M - $7.89M
|
38.6K
$11.6M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
38.6KNew |
$6.93M - $7.89M
|
38.6K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
38.4K+ 3.2% |
$6.89M - $7.84M
|
1.24M
$372M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
38.1K+ 2.75% |
$6.82M - $7.77M
|
1.42M
$427M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
36.8K+ 15.0% |
$6.59M - $7.51M
|
282K
$84.7M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
36.7K+ 29.48% |
$6.59M - $7.5M
|
161K
$48.5M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.7K+ 29.48% |
$6.59M - $7.5M
|
161K
$48.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
36.4K+ 13.38% |
$6.52M - $7.42M
|
308K
$92.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
35.6K+ 11.18% |
$6.39M - $7.27M
|
354K
$106M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
34.7K+ 25.2% |
$6.21M - $7.08M
|
172K
$51.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34.6K+ 6.12% |
$6.2M - $7.06M
|
599K
$180M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
34.5K+ 349.89% |
$6.18M - $7.03M
|
44.3K
$13.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
34.2K+ 2521.21% |
$6.14M - $6.99M
|
35.6K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34K+ 17.65% |
$6.1M - $6.95M
|
227K
$68.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33.8K+ 94.52% |
$6.06M - $6.9M
|
69.5K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
33.8KNew |
$6.05M - $6.89M
|
33.8K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
33.7K+ 6.64% |
$6.04M - $6.88M
|
541K
$162M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
33.5K+ 64.8% |
$6.01M - $6.84M
|
85.2K
$25.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
33.3KNew |
$5.97M - $6.8M
|
33.3K
$10M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.7K+ 13.92% |
$5.86M - $6.68M
|
268K
$80.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
32.3K+ 137.26% |
$5.8M - $6.6M
|
55.9K
$16.8M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32.3KNew |
$5.78M - $6.59M
|
32.3K
$9.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
32.1K+ 11.35% |
$5.75M - $6.55M
|
315K
$94.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
32K+ 4.38% |
$5.73M - $6.53M
|
762K
$229M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.4K+ 18.66% |
$5.62M - $6.4M
|
199K
$59.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30.6K+ 54.58% |
$5.49M - $6.25M
|
86.7K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
30.6K+ 2468.15% |
$5.49M - $6.25M
|
31.8K
$9.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
30.2KNew |
$5.41M - $6.16M
|
30.2K
$9.07M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.8K+ 55.06% |
$5.35M - $6.09M
|
83.9K
$25.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.1K+ 96.2% |
$5.21M - $5.93M
|
59.2K
$17.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.7KNew |
$5.15M - $5.86M
|
28.7K
$8.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.5K+ 7.36% |
$5.1M - $5.81M
|
415K
$125M
|