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 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.97K+ 191.2% |
$1.79M - $2.04M
|
15.2K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.94K+ 9.21% |
$1.78M - $2.03M
|
118K
$35.4M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9.87K+ 4.13% |
$1.77M - $2.02M
|
249K
$74.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
9.85K+ 16.14% |
$1.77M - $2.01M
|
70.9K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.7KNew |
$1.74M - $1.98M
|
9.7K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.69K+ 12.84% |
$1.74M - $1.98M
|
85.2K
$25.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
9.68KNew |
$1.74M - $1.98M
|
9.68K
$2.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.66K+ 59.5% |
$1.73M - $1.97M
|
25.9K
$7.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.54K+ 11.54% |
$1.71M - $1.95M
|
92.2K
$27.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.44KNew |
$1.69M - $1.93M
|
9.44K
$2.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.42K+ 45.06% |
$1.69M - $1.92M
|
30.3K
$9.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.24K+ 2.09% |
$1.66M - $1.89M
|
452K
$136M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.21KNew |
$1.65M - $1.88M
|
9.21K
$2.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.18K+ 4.97% |
$1.65M - $1.87M
|
194K
$58.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.11K+ 74.16% |
$1.63M - $1.86M
|
21.4K
$6.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9.11K+ 2545.25% |
$1.63M - $1.86M
|
9.47K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.09K+ 16.24% |
$1.63M - $1.86M
|
65.1K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
9.07KNew |
$1.63M - $1.85M
|
9.07K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
9.01K+ 23.44% |
$1.61M - $1.84M
|
47.4K
$14.3M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9KNew |
$1.61M - $1.84M
|
9K
$2.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.98K+ 30.2% |
$1.61M - $1.83M
|
38.7K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.97K+ 5.29% |
$1.61M - $1.83M
|
179K
$53.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.81KNew |
$1.58M - $1.8M
|
8.81K
$2.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.74KNew |
$1.57M - $1.79M
|
8.74K
$2.63M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.7KNew |
$1.56M - $1.78M
|
8.7K
$2.61M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8.6KNew |
$1.54M - $1.76M
|
8.6K
$2.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.58KNew |
$1.54M - $1.75M
|
8.58K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.53K+ 49.21% |
$1.53M - $1.74M
|
25.9K
$7.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.52K+ 101.76% |
$1.53M - $1.74M
|
16.9K
$5.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
8.48K+ 61.31% |
$1.52M - $1.73M
|
22.3K
$6.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.46K+ 23.34% |
$1.52M - $1.73M
|
44.7K
$13.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.4K+ 9.44% |
$1.51M - $1.71M
|
97.4K
$29.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
8.39K+ 8.29% |
$1.5M - $1.71M
|
110K
$32.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.35K+ 3.23% |
$1.5M - $1.71M
|
267K
$80.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
8.32K+ 378.1% |
$1.49M - $1.7M
|
10.5K
$3.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
8.26K+ 5.53% |
$1.48M - $1.69M
|
157K
$47.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8.15KNew |
$1.46M - $1.66M
|
8.15K
$2.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.15KNew |
$1.46M - $1.66M
|
8.15K
$2.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.12KNew |
$1.46M - $1.66M
|
8.12K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.07K+ 1.76% |
$1.45M - $1.65M
|
468K
$140M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8.03K+ 4.8% |
$1.44M - $1.64M
|
175K
$52.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.93KNew |
$1.42M - $1.62M
|
7.93K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.87KNew |
$1.41M - $1.61M
|
7.87K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.87K+ 164.64% |
$1.41M - $1.61M
|
12.6K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.78K+ 27.16% |
$1.4M - $1.59M
|
36.4K
$10.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
7.75K+ 3.88% |
$1.39M - $1.58M
|
207K
$62.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.6KNew |
$1.36M - $1.55M
|
7.6K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.54K+ 2.42% |
$1.35M - $1.54M
|
319K
$95.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.51KNew |
$1.35M - $1.53M
|
7.51K
$2.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
7.49K+ 512.59% |
$1.34M - $1.53M
|
8.96K
$2.69M
|