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 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
5.17K+ 28.89% |
$926K - $1.05M
|
23K
$6.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.16KNew |
$924K - $1.05M
|
5.16K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.14K+ 0.42% |
$922K - $1.05M
|
1.23M
$372M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
5.13K+ 4.5% |
$920K - $1.05M
|
119K
$36M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.11K+ 5677.78% |
$916K - $1.04M
|
5.2K
$1.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.08K+ 3.08% |
$910K - $1.04M
|
170K
$51.3M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.04KNew |
$903K - $1.03M
|
5.04K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5K+ 26.68% |
$896K - $1.02M
|
23.7K
$7.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.96KNew |
$889K - $1.01M
|
4.96K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.91K+ 13.53% |
$879K - $1M
|
41.2K
$12.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.89K+ 2.61% |
$876K - $998K
|
192K
$58M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.89K+ 49.46% |
$876K - $998K
|
14.8K
$4.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.83K+ 0.52% |
$866K - $986K
|
937K
$283M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.8K+ 886.16% |
$861K - $981K
|
5.35K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.77K+ 311.76% |
$856K - $975K
|
6.3K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.74K+ 311.09% |
$850K - $968K
|
6.27K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.65K+ 14.89% |
$834K - $950K
|
35.9K
$10.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.64K+ 92.93% |
$832K - $948K
|
9.64K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.63KNew |
$831K - $946K
|
4.63K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
4.62K+ 373.24% |
$828K - $943K
|
5.85K
$1.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.59KNew |
$823K - $937K
|
4.59K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.59KNew |
$822K - $936K
|
4.59K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.58KNew |
$822K - $936K
|
4.58K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.51K+ 3.61% |
$809K - $922K
|
130K
$39.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.5KNew |
$807K - $919K
|
4.5K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.47KNew |
$802K - $913K
|
4.47K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.47K+ 2.96% |
$801K - $912K
|
155K
$46.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.47K+ 252.34% |
$801K - $912K
|
6.24K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
4.46K+ 1.85% |
$800K - $911K
|
246K
$74.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.43KNew |
$793K - $903K
|
4.43K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.41K+ 7.37% |
$790K - $900K
|
64.2K
$19.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
4.41K+ 33.0% |
$790K - $900K
|
17.8K
$5.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.4K+ 1.68% |
$789K - $899K
|
266K
$80.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
4.4K+ 35.73% |
$789K - $898K
|
16.7K
$5.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.38K+ 33.61% |
$786K - $895K
|
17.4K
$5.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.34K+ 7.38% |
$777K - $885K
|
63.1K
$19M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.33KNew |
$776K - $884K
|
4.33K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.27K+ 9.1% |
$765K - $871K
|
51.1K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.24K+ 3.57% |
$761K - $866K
|
123K
$37.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.2KNew |
$753K - $857K
|
4.2K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
4.16KNew |
$745K - $849K
|
4.16K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.15K+ 511.34% |
$744K - $847K
|
4.96K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.14K+ 1.86% |
$742K - $845K
|
226K
$68.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.13K+ 6.6% |
$741K - $844K
|
66.7K
$20.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.13K+ 12.24% |
$741K - $843K
|
37.9K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.12K+ 1.3% |
$738K - $840K
|
320K
$96.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
4.11K+ 7.14% |
$737K - $839K
|
61.7K
$18.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.04K+ 34.26% |
$725K - $826K
|
15.8K
$4.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
3.97K+ 3.06% |
$712K - $811K
|
134K
$40.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 2.86% |
$702K - $799K
|
141K
$42.5M
|