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 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
496+ 3.98% |
$88.9K - $101K
|
13K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
494+ 10.43% |
$88.6K - $101K
|
5.23K
$1.56M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
493+ 21.71% |
$88.4K - $101K
|
2.76K
$824K
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
480+ 18.88% |
$86.1K - $98K
|
3.02K
$901K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
474+ 4.13% |
$85K - $96.8K
|
11.9K
$3.56M
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
466+ 13.1% |
$83.6K - $95.1K
|
4.02K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
448+ 4.18% |
$80.3K - $91.5K
|
11.2K
$3.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
447+ 0.2% |
$80.1K - $91.3K
|
225K
$67.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
444+ 1.38% |
$79.6K - $90.7K
|
32.7K
$9.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
440+ 0.47% |
$78.9K - $89.8K
|
93.1K
$27.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
435+ 26.33% |
$78K - $88.8K
|
2.09K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
434New |
$77.8K - $88.6K
|
434
$129K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
432+ 10.03% |
$77.5K - $88.2K
|
4.74K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
431+ 1.31% |
$77.3K - $88K
|
33.4K
$9.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
428+ 43.81% |
$76.7K - $87.4K
|
1.41K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
424+ 3.62% |
$76K - $86.6K
|
12.1K
$3.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
422+ 15.93% |
$75.7K - $86.2K
|
3.07K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
420+ 3.04% |
$75.3K - $85.8K
|
14.2K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
415+ 27.67% |
$74.4K - $84.7K
|
1.92K
$571K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
413+ 17.4% |
$74.1K - $84.3K
|
2.79K
$831K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
409+ 16.28% |
$73.3K - $83.5K
|
2.92K
$871K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
409+ 38.62% |
$73.3K - $83.5K
|
1.47K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
398+ 23.52% |
$71.4K - $81.3K
|
2.09K
$623K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
396+ 19.57% |
$71K - $80.9K
|
2.42K
$721K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
396+ 48.77% |
$71K - $80.9K
|
1.21K
$360K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
393+ 3.76% |
$70.5K - $80.2K
|
10.8K
$3.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
391+ 2.63% |
$70.1K - $79.8K
|
15.2K
$4.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
383+ 0.3% |
$68.7K - $78.2K
|
128K
$38.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
379+ 19.27% |
$68K - $77.4K
|
2.35K
$699K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
378+ 4.28% |
$67.8K - $77.2K
|
9.22K
$2.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
373+ 8.93% |
$66.9K - $76.2K
|
4.55K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
373New |
$66.9K - $76.2K
|
373
$111K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
371+ 113.8% |
$66.5K - $75.8K
|
697
$208K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
371+ 12.2% |
$66.5K - $75.8K
|
3.41K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
365+ 16.7% |
$65.4K - $74.5K
|
2.55K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
361+ 2.48% |
$64.7K - $73.7K
|
14.9K
$4.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
360+ 5.67% |
$64.5K - $73.5K
|
6.71K
$2M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
356+ 27.58% |
$63.8K - $72.7K
|
1.65K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
355+ 18.81% |
$63.7K - $72.5K
|
2.24K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
355+ 3.93% |
$63.7K - $72.5K
|
9.39K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
350+ 0.07% |
$62.8K - $71.5K
|
472K
$141M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
350+ 2.07% |
$62.8K - $71.5K
|
17.2K
$5.14M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
350New |
$62.8K - $71.5K
|
350
$104K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
348+ 3.82% |
$62.4K - $71.1K
|
9.45K
$2.82M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
341+ 0.25% |
$61.1K - $69.6K
|
139K
$41.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
340+ 14.23% |
$61K - $69.4K
|
2.73K
$814K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
339+ 9.16% |
$60.8K - $69.2K
|
4.04K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
339+ 10.66% |
$60.8K - $69.2K
|
3.52K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
336+ 7.62% |
$60.2K - $68.6K
|
4.74K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
334+ 1.48% |
$59.9K - $68.2K
|
22.9K
$6.82M
|