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 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-5.5K- 7.49% |
$985K - $1.12M
|
67.8K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5.53K- 24.22% |
$991K - $1.13M
|
17.3K
$5.23M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-5.56K- 12.12% |
$996K - $1.13M
|
40.3K
$12.2M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.59K- 69.65% |
$1M - $1.14M
|
2.44K
$737K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.64K- 8.99% |
$1.01M - $1.15M
|
57.1K
$17.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.83K- 10.85% |
$1.05M - $1.19M
|
47.9K
$14.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.91K- 4.29% |
$1.06M - $1.21M
|
132K
$39.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-6.09K- 9.04% |
$1.09M - $1.24M
|
61.3K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-6.09K- 7.59% |
$1.09M - $1.24M
|
74.1K
$22.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.14K- 8.72% |
$1.1M - $1.25M
|
64.3K
$19.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.14K- 7.71% |
$1.1M - $1.25M
|
73.5K
$22.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.17K- 1.47% |
$1.11M - $1.26M
|
414K
$125M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.25K- 3.31% |
$1.12M - $1.28M
|
182K
$55.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-6.3K- 2.03% |
$1.13M - $1.29M
|
305K
$92.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.33K- 45.58% |
$1.14M - $1.29M
|
7.56K
$2.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.36K- 9.19% |
$1.14M - $1.3M
|
62.9K
$19M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.38K- 65.13% |
$1.14M - $1.3M
|
3.42K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.48K- 29.86% |
$1.16M - $1.32M
|
15.2K
$4.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6.48K- 84.01% |
$1.16M - $1.32M
|
1.23K
$373K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-6.49K- 0.6% |
$1.16M - $1.33M
|
1.08M
$327M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.5K- 81.25% |
$1.17M - $1.33M
|
1.5K
$454K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-6.51K- 73.75% |
$1.17M - $1.33M
|
2.32K
$700K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.53K- 2.41% |
$1.17M - $1.33M
|
264K
$79.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.53K- 19.17% |
$1.17M - $1.33M
|
27.5K
$8.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.63K- 4.36% |
$1.19M - $1.35M
|
145K
$43.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.66K- 8.03% |
$1.19M - $1.36M
|
76.2K
$23.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-6.76K- 7.08% |
$1.21M - $1.38M
|
88.7K
$26.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.78K- 19.03% |
$1.21M - $1.38M
|
28.8K
$8.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.87K- 4.42% |
$1.23M - $1.4M
|
149K
$44.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.08K- 56.98% |
$1.27M - $1.45M
|
5.34K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-7.25K- 11.82% |
$1.3M - $1.48M
|
54.1K
$16.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-7.26K- 3.93% |
$1.3M - $1.48M
|
177K
$53.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.28K- 30.78% |
$1.3M - $1.49M
|
16.4K
$4.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.4K- 11.08% |
$1.33M - $1.51M
|
59.3K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.66K- 0.12% |
$1.37M - $1.56M
|
6.19M
$1.87B
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.02KClosed |
$1.44M - $1.64M
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-8.24K- 4.99% |
$1.48M - $1.68M
|
157K
$47.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-8.25K- 10.7% |
$1.48M - $1.68M
|
68.8K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-8.45K- 1.66% |
$1.51M - $1.72M
|
500K
$151M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-8.63K- 8.37% |
$1.55M - $1.76M
|
94.4K
$28.5M
|
|
|
Jan 05, 2023
Q4 2022
|
Gp Brinson Investments LLC
|
SELL
|
- |
-8.75K- 3.28% |
$1.57M - $1.79M
|
258K
$78.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-9.11K- 28.62% |
$1.63M - $1.86M
|
22.7K
$6.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-9.51K- 3.0% |
$1.71M - $1.94M
|
308K
$93.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-9.66K- 4.09% |
$1.73M - $1.97M
|
226K
$68.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-9.98K- 25.24% |
$1.79M - $2.04M
|
29.6K
$8.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.5K- 23.91% |
$1.88M - $2.14M
|
33.4K
$10.1M
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.6KClosed |
$1.9M - $2.16M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-10.6K- 23.77% |
$1.91M - $2.17M
|
34.1K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 59.72% |
$1.97M - $2.24M
|
7.4K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 34.6% |
$2.05M - $2.33M
|
21.6K
$6.53M
|