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 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
20KNew |
$3.59M - $4.08M
|
20K
$6.04M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
20KNew |
$3.58M - $4.07M
|
20K
$6.02M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
19.9KNew |
$3.56M - $4.05M
|
19.9K
$5.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
19.8KNew |
$3.55M - $4.04M
|
19.8K
$5.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
19.8K+ 89.4% |
$3.54M - $4.04M
|
41.9K
$12.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.5K+ 363.91% |
$3.5M - $3.99M
|
24.9K
$7.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.4KNew |
$3.49M - $3.97M
|
19.4K
$5.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
19.4K+ 10.46% |
$3.48M - $3.96M
|
205K
$61.9M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
19.4K+ 12.89% |
$3.48M - $3.96M
|
170K
$51.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
19.3K+ 454.08% |
$3.47M - $3.95M
|
23.6K
$7.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
19.2K+ 8.02% |
$3.44M - $3.91M
|
258K
$77.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
19K+ 403.63% |
$3.41M - $3.88M
|
23.7K
$7.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
18.9K+ 9.33% |
$3.4M - $3.87M
|
222K
$67M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
18.9KNew |
$3.39M - $3.86M
|
18.9K
$5.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
18.8K+ 7.63% |
$3.38M - $3.84M
|
266K
$80.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
18.8K+ 144.36% |
$3.37M - $3.84M
|
31.8K
$9.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
18.7K+ 2.83% |
$3.35M - $3.82M
|
678K
$205M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18.7KNew |
$3.34M - $3.81M
|
18.7K
$5.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
18.6KNew |
$3.34M - $3.8M
|
18.6K
$5.62M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.5KNew |
$3.32M - $3.78M
|
18.5K
$5.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.5K+ 48.32% |
$3.32M - $3.78M
|
56.9K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
18.4KNew |
$3.3M - $3.76M
|
18.4K
$5.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18.3K+ 4.87% |
$3.28M - $3.74M
|
394K
$119M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
18.1KNew |
$3.25M - $3.7M
|
18.1K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.1K+ 23.31% |
$3.25M - $3.7M
|
95.9K
$28.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
17.9K+ 104.33% |
$3.21M - $3.66M
|
35.1K
$10.6M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
17.5K+ 26.56% |
$3.14M - $3.58M
|
83.5K
$25.2M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17.5KNew |
$3.14M - $3.58M
|
17.5K
$5.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.4KNew |
$3.13M - $3.56M
|
17.4K
$5.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
17.4K+ 17.63% |
$3.12M - $3.55M
|
116K
$35M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
17.3K+ 12.3% |
$3.1M - $3.54M
|
158K
$47.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
17.2K+ 22.37% |
$3.09M - $3.52M
|
94.3K
$28.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
16.9K+ 5.22% |
$3.03M - $3.45M
|
341K
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16.9K+ 7.22% |
$3.02M - $3.44M
|
250K
$75.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
16.6K+ 3.93% |
$2.98M - $3.39M
|
439K
$133M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
16.6KNew |
$2.97M - $3.39M
|
16.6K
$5M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
16.6K+ 708.51% |
$2.97M - $3.38M
|
18.9K
$5.71M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.5KNew |
$2.97M - $3.38M
|
16.5K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 27.4% |
$2.94M - $3.35M
|
76.2K
$23M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 1.58% |
$2.92M - $3.32M
|
1.05M
$316M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
16.1KNew |
$2.89M - $3.29M
|
16.1K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16K+ 65.03% |
$2.87M - $3.26M
|
40.6K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15.7K+ 3.68% |
$2.82M - $3.21M
|
442K
$134M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
15.6K+ 115.62% |
$2.79M - $3.18M
|
29.1K
$8.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.5K+ 529.85% |
$2.77M - $3.16M
|
18.4K
$5.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.3K+ 1017.46% |
$2.75M - $3.13M
|
16.8K
$5.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
15.1KNew |
$2.71M - $3.09M
|
15.1K
$4.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 20.89% |
$2.7M - $3.08M
|
87.2K
$26.3M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15KNew |
$2.69M - $3.06M
|
15K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
15K+ 60.92% |
$2.69M - $3.06M
|
39.6K
$11.9M
|