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 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.4K- 51.03% |
$4.73M - $5.39M
|
25.3K
$7.64M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-26.9K- 2.95% |
$4.83M - $5.5M
|
886K
$267M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27.3KClosed |
$4.9M - $5.58M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-27.4K- 6.18% |
$4.91M - $5.6M
|
416K
$125M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-28.6K- 61.42% |
$5.13M - $5.84M
|
18K
$5.42M
|
|
|
Feb 06, 2023
Q4 2022
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-30.1K- 13.4% |
$5.39M - $6.14M
|
194K
$58.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-30.8K- 18.84% |
$5.52M - $6.28M
|
133K
$40M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-30.9K- 83.0% |
$5.53M - $6.3M
|
6.32K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-32.8K- 25.0% |
$5.89M - $6.7M
|
98.5K
$29.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-33.5K- 8.39% |
$6M - $6.84M
|
366K
$110M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-33.5K- 8.39% |
$6M - $6.84M
|
366K
$110M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33.6K- 68.84% |
$6.03M - $6.87M
|
15.2K
$4.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35K- 8.04% |
$6.28M - $7.15M
|
400K
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-35K- 16.97% |
$6.28M - $7.15M
|
171K
$51.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-35.3K- 17.61% |
$6.33M - $7.21M
|
165K
$49.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-35.8K- 15.57% |
$6.43M - $7.32M
|
194K
$58.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-36.4K- 93.93% |
$6.52M - $7.43M
|
2.35K
$710K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38.7K- 5.05% |
$6.94M - $7.9M
|
728K
$220M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.8K- 4.31% |
$7.14M - $8.13M
|
883K
$267M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-40.6K- 0.17% |
$7.28M - $8.29M
|
23.3M
$7.04B
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44.2K- 6.2% |
$7.93M - $9.03M
|
669K
$202M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-45.8K- 11.46% |
$8.22M - $9.36M
|
354K
$107M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-47.3K- 21.83% |
$8.48M - $9.66M
|
169K
$51.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.4K- 58.91% |
$8.68M - $9.89M
|
33.8K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-49.9K- 18.82% |
$8.95M - $10.2M
|
215K
$64.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-50.1K- 48.63% |
$8.98M - $10.2M
|
52.9K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-50.7K- 2.85% |
$9.09M - $10.4M
|
1.73M
$521M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-50.9K- 19.14% |
$9.12M - $10.4M
|
215K
$64.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-51.2K- 8.99% |
$9.17M - $10.4M
|
518K
$156M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-52.5K- 23.23% |
$9.41M - $10.7M
|
173K
$52.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-65.1K- 28.91% |
$11.7M - $13.3M
|
160K
$48.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-65.9K- 49.74% |
$11.8M - $13.4M
|
66.6K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.8K- 1.25% |
$12.7M - $14.5M
|
5.59M
$1.69B
|
|
|
Feb 06, 2023
Q4 2022
|
Rainwater Charitable Foundation
|
SELL
|
- |
-75.1K- 14.93% |
$13.5M - $15.3M
|
428K
$129M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-83.7K- 20.81% |
$15M - $17.1M
|
318K
$96.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-83.8K- 67.46% |
$15M - $17.1M
|
40.4K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-93.6K- 46.8% |
$16.8M - $19.1M
|
106K
$32.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-96.7K- 9.1% |
$17.3M - $19.7M
|
966K
$291M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100K- 80.69% |
$18M - $20.5M
|
24K
$7.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-108K- 98.18% |
$19.3M - $22M
|
2K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125K- 4.67% |
$22.5M - $25.6M
|
2.56M
$772M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-131K- 19.86% |
$23.5M - $26.8M
|
530K
$160M
|
|
|
Feb 09, 2023
Q4 2022
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-164K- 34.6% |
$29.4M - $33.5M
|
310K
$93.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-169K- 41.15% |
$30.2M - $34.4M
|
241K
$72.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-176K- 2.2% |
$31.5M - $35.9M
|
7.82M
$2.36B
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-176K- 22.13% |
$31.6M - $36M
|
620K
$187M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-218K- 19.55% |
$39.1M - $44.6M
|
899K
$271M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-232K- 5.53% |
$41.6M - $47.4M
|
3.97M
$1.2B
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-237K- 97.23% |
$42.5M - $48.4M
|
6.74K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308K- 3.27% |
$55.2M - $62.8M
|
9.09M
$2.74B
|