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
|
Biltmore Family Office, LLC
|
SELL
|
- |
-564- 52.61% |
$101K - $115K
|
508
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-566- 8.34% |
$101K - $116K
|
6.22K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-566- 8.65% |
$101K - $116K
|
5.98K
$1.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-571- 7.28% |
$102K - $117K
|
7.27K
$2.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-574- 1.48% |
$103K - $117K
|
38.1K
$11.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-581- 10.07% |
$104K - $119K
|
5.19K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-581- 12.85% |
$104K - $119K
|
3.94K
$1.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-598- 2.77% |
$107K - $122K
|
21K
$6.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-600- 1.34% |
$108K - $123K
|
44.3K
$13.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-601- 4.07% |
$108K - $123K
|
14.1K
$4.21M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-602- 0.96% |
$108K - $123K
|
62.4K
$18.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-603- 12.77% |
$108K - $123K
|
4.12K
$1.23M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-611- 4.48% |
$110K - $125K
|
13K
$3.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-611- 3.59% |
$110K - $125K
|
16.4K
$4.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-616- 0.34% |
$110K - $126K
|
179K
$53.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-625- 21.05% |
$112K - $128K
|
2.34K
$698K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-634- 5.6% |
$114K - $129K
|
10.7K
$3.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-637- 2.45% |
$114K - $130K
|
25.4K
$7.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-639- 4.43% |
$115K - $130K
|
13.8K
$4.11M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-641- 2.76% |
$115K - $131K
|
22.6K
$6.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-647- 12.15% |
$116K - $132K
|
4.68K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-649- 0.66% |
$116K - $133K
|
98.2K
$29.2M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-656- 18.23% |
$118K - $134K
|
2.94K
$876K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-658- 4.2% |
$118K - $134K
|
15K
$4.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-660- 21.47% |
$118K - $135K
|
2.41K
$719K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-661- 1.36% |
$119K - $135K
|
48K
$14.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-662- 0.34% |
$119K - $135K
|
192K
$57.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-674- 12.13% |
$121K - $138K
|
4.88K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-679- 12.35% |
$122K - $139K
|
4.82K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-682- 2.73% |
$122K - $139K
|
24.3K
$7.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-685- 10.16% |
$123K - $140K
|
6.05K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-685- 47.18% |
$123K - $140K
|
767
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-685- 0.2% |
$123K - $140K
|
343K
$102M
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-686- 31.73% |
$123K - $140K
|
1.48K
$439K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-687- 10.35% |
$123K - $140K
|
5.95K
$1.77M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-691- 35.15% |
$124K - $141K
|
1.28K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-693- 12.72% |
$124K - $141K
|
4.76K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-698- 1.14% |
$125K - $143K
|
60.4K
$18M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-700- 10.16% |
$126K - $143K
|
6.19K
$1.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-710- 33.35% |
$127K - $145K
|
1.42K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-710- 22.63% |
$127K - $145K
|
2.43K
$723K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-719- 6.35% |
$129K - $147K
|
10.6K
$3.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-720- 13.58% |
$129K - $147K
|
4.58K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-740- 15.03% |
$133K - $151K
|
4.19K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-742- 2.64% |
$133K - $152K
|
27.4K
$8.15M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-747- 6.39% |
$134K - $153K
|
10.9K
$3.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-750- 37.35% |
$134K - $153K
|
1.26K
$375K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-753- 5.79% |
$135K - $154K
|
12.3K
$3.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-754- 0.54% |
$135K - $154K
|
140K
$41.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-756- 7.31% |
$136K - $154K
|
9.59K
$2.86M
|