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 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
638+ 10.74% |
$114K - $130K
|
6.58K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
633+ 0.44% |
$113K - $129K
|
146K
$43.4M
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
625+ 13.4% |
$112K - $128K
|
5.29K
$1.58M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
622+ 2.38% |
$112K - $127K
|
26.7K
$7.97M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
621+ 27.07% |
$111K - $127K
|
2.92K
$869K
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
617+ 2.1% |
$111K - $126K
|
30K
$8.93M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
617+ 1.99% |
$111K - $126K
|
31.7K
$9.43M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
612+ 13.25% |
$110K - $125K
|
5.23K
$1.56M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
610+ 2.82% |
$109K - $125K
|
22.2K
$6.63M
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
610+ 1.92% |
$109K - $125K
|
32.4K
$9.65M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
606+ 0.89% |
$109K - $124K
|
68.7K
$20.5M
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
602+ 3.02% |
$108K - $123K
|
20.5K
$6.12M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
600+ 44.51% |
$108K - $123K
|
1.95K
$581K
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
599+ 0.97% |
$107K - $122K
|
62.6K
$18.7M
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
598+ 5.98% |
$107K - $122K
|
10.6K
$3.16M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
590+ 2.8% |
$106K - $120K
|
21.6K
$6.45M
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
BUY
|
- |
582+ 2.09% |
$104K - $119K
|
28.4K
$8.47M
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
578+ 5.14% |
$104K - $118K
|
11.8K
$3.53M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
577+ 0.49% |
$103K - $118K
|
117K
$35M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
575+ 1.79% |
$103K - $117K
|
32.6K
$9.72M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
570New |
$102K - $116K
|
570
$170K
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
570+ 2.59% |
$102K - $116K
|
22.6K
$6.74M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
568New |
$102K - $116K
|
568
$169K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
566+ 32.27% |
$101K - $116K
|
2.32K
$691K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
557+ 1.48% |
$99.9K - $114K
|
38.2K
$11.4M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
554+ 76.2% |
$99.3K - $113K
|
1.28K
$382K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
552+ 5.7% |
$99K - $113K
|
10.2K
$3.05M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
549+ 4.93% |
$98.4K - $112K
|
11.7K
$3.49M
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
546+ 18.22% |
$97.9K - $111K
|
3.54K
$1.06M
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
544New |
$97.5K - $111K
|
544
$162K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
542+ 1.85% |
$97.2K - $111K
|
29.8K
$8.89M
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
531+ 28.78% |
$95.2K - $108K
|
2.38K
$708K
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
530+ 11.94% |
$95K - $108K
|
4.97K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
530+ 2.34% |
$95K - $108K
|
23.2K
$6.9M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
530+ 27.05% |
$95K - $108K
|
2.49K
$742K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
527+ 4.32% |
$94.5K - $108K
|
12.7K
$3.79M
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
524+ 11.24% |
$94K - $107K
|
5.19K
$1.55M
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
521+ 4.82% |
$93.4K - $106K
|
11.3K
$3.38M
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
520+ 27.37% |
$93.2K - $106K
|
2.42K
$721K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
520+ 1.31% |
$93.2K - $106K
|
40.3K
$12M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
516+ 5.53% |
$92.5K - $105K
|
9.85K
$2.94M
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
515+ 3.52% |
$92.3K - $105K
|
15.1K
$4.51M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
515+ 9.42% |
$92.3K - $105K
|
5.98K
$1.78M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
512+ 3.3% |
$91.8K - $105K
|
16K
$4.78M
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
510+ 11.7% |
$91.4K - $104K
|
4.87K
$1.45M
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
510+ 2.19% |
$91.4K - $104K
|
23.8K
$7.09M
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
506+ 1.47% |
$90.7K - $103K
|
35K
$10.4M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 0.69% |
$89.7K - $102K
|
72.9K
$21.7M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500+ 6.31% |
$89.7K - $102K
|
8.42K
$2.51M
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
500+ 21.35% |
$89.7K - $102K
|
2.84K
$847K
|