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 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
84+ 1.63% |
$15.1K - $17.2K
|
5.24K
$1.56M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
83New |
$14.9K - $16.9K
|
83
$24.7K
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
83+ 0.52% |
$14.9K - $16.9K
|
16.1K
$4.8M
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
83+ 5.17% |
$14.9K - $16.9K
|
1.69K
$503K
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
82+ 1.39% |
$14.7K - $16.7K
|
5.99K
$1.78M
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
82+ 0.71% |
$14.7K - $16.7K
|
11.6K
$3.44M
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
80+ 5.93% |
$14.3K - $16.3K
|
1.43K
$426K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
79New |
$14.2K - $16.1K
|
79
$23.5K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
78New |
$14K - $15.9K
|
78
$23.2K
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
76+ 4.37% |
$13.6K - $15.5K
|
1.82K
$541K
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
74+ 2.02% |
$13.3K - $15.1K
|
3.74K
$1.11M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
74+ 0.6% |
$13.3K - $15.1K
|
12.3K
$3.67M
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
73+ 0.73% |
$13.1K - $14.9K
|
10K
$2.99M
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
71+ 7.83% |
$12.7K - $14.5K
|
978
$291K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
71New |
$12.7K - $14.5K
|
71
$21.2K
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
67+ 0.49% |
$12K - $13.7K
|
13.9K
$4.13M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
67+ 2.34% |
$12K - $13.7K
|
2.93K
$872K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
65New |
$11.7K - $13.3K
|
65
$19.4K
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
63+ 0.19% |
$11.3K - $12.9K
|
33.7K
$10M
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
63+ 3.48% |
$11.3K - $12.9K
|
1.87K
$558K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
63+ 0.09% |
$11.3K - $12.9K
|
69.6K
$20.7M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
63+ 7.41% |
$11.3K - $12.9K
|
913
$272K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
62+ 33.51% |
$11.1K - $12.7K
|
247
$73.6K
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.2% |
$11.1K - $12.7K
|
30.9K
$9.2M
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
61+ 4.47% |
$10.9K - $12.5K
|
1.43K
$425K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
61+ 0.93% |
$10.9K - $12.5K
|
6.59K
$1.96M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
61+ 0.66% |
$10.9K - $12.5K
|
9.28K
$2.77M
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
59+ 0.17% |
$10.6K - $12K
|
34.2K
$10.2M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
58+ 1.21% |
$10.4K - $11.8K
|
4.84K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
58New |
$10.4K - $11.8K
|
58
$17.3K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
57+ 2.07% |
$10.2K - $11.6K
|
2.81K
$838K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
57+ 2.93% |
$10.2K - $11.6K
|
2K
$596K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
56+ 2.5% |
$10K - $11.4K
|
2.29K
$683K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
54+ 2.08% |
$9.68K - $11K
|
2.66K
$791K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
53New |
$9.5K - $10.8K
|
53
$15.8K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53+ 0.13% |
$9.5K - $10.8K
|
42K
$12.5M
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 1.66% |
$8.97K - $10.2K
|
3.06K
$911K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
48+ 0.91% |
$8.61K - $9.8K
|
5.35K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
48+ 2.77% |
$8.61K - $9.8K
|
1.78K
$530K
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
46+ 0.51% |
$8.25K - $9.39K
|
9.01K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
45New |
$8.07K - $9.19K
|
45
$13.4K
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
45+ 0.2% |
$8.07K - $9.19K
|
23K
$6.86M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
45+ 0.09% |
$8.07K - $9.19K
|
52K
$15.5M
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
43+ 0.47% |
$7.71K - $8.78K
|
9.13K
$2.72M
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
43+ 1.85% |
$7.71K - $8.78K
|
2.37K
$705K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
42+ 0.53% |
$7.53K - $8.58K
|
7.96K
$2.37M
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
42+ 0.91% |
$7.53K - $8.58K
|
4.64K
$1.38M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
41+ 0.07% |
$7.35K - $8.37K
|
59K
$17.6M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
41+ 0.74% |
$7.35K - $8.37K
|
5.61K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
41+ 51.25% |
$7.35K - $8.37K
|
121
$36.1K
|