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 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-770- 17.51% |
$138K - $157K
|
3.63K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-776- 1.16% |
$139K - $158K
|
65.9K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-780- 2.94% |
$140K - $159K
|
25.7K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-783- 8.78% |
$140K - $160K
|
8.13K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-787- 0.68% |
$141K - $161K
|
114K
$34.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-787- 91.09% |
$141K - $161K
|
77
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-792- 1.09% |
$142K - $162K
|
71.6K
$21.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-796- 12.16% |
$143K - $163K
|
5.75K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-796- 42.54% |
$143K - $163K
|
1.08K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-797- 6.24% |
$143K - $163K
|
12K
$3.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-798- 5.17% |
$143K - $163K
|
14.6K
$4.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-799- 29.01% |
$143K - $163K
|
1.96K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-801- 4.45% |
$144K - $164K
|
17.2K
$5.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-806- 32.74% |
$145K - $165K
|
1.66K
$493K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-816- 34.06% |
$146K - $167K
|
1.58K
$471K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-817- 1.47% |
$146K - $167K
|
54.8K
$16.3M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-824- 23.92% |
$148K - $168K
|
2.62K
$781K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-832- 0.06% |
$149K - $170K
|
1.38M
$411M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-837- 0.7% |
$150K - $171K
|
118K
$35.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-839- 3.37% |
$150K - $171K
|
24.1K
$7.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-853- 1.11% |
$153K - $174K
|
75.8K
$22.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-854- 2.45% |
$153K - $174K
|
34K
$10.1M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-855- 1.86% |
$153K - $175K
|
45.1K
$13.4M
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-869- 3.78% |
$156K - $177K
|
22.1K
$6.6M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-877- 7.03% |
$157K - $179K
|
11.6K
$3.46M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-879- 11.73% |
$158K - $179K
|
6.61K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-890- 6.61% |
$160K - $182K
|
12.6K
$3.75M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-895- 4.17% |
$160K - $183K
|
20.6K
$6.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-901- 58.2% |
$162K - $184K
|
647
$193K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-910- 4.85% |
$163K - $186K
|
17.9K
$5.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-911- 5.09% |
$163K - $186K
|
17K
$5.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-917- 2.23% |
$164K - $187K
|
40.3K
$12M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-929- 16.06% |
$167K - $190K
|
4.86K
$1.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-930- 18.94% |
$167K - $190K
|
3.98K
$1.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-937- 1.36% |
$168K - $191K
|
67.8K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-945- 1.7% |
$169K - $193K
|
54.7K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-955- 0.98% |
$171K - $195K
|
97K
$28.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-968- 33.09% |
$174K - $198K
|
1.96K
$583K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-970- 4.99% |
$174K - $198K
|
18.5K
$5.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-983- 8.5% |
$176K - $201K
|
10.6K
$3.15M
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-988- 6.47% |
$177K - $202K
|
14.3K
$4.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-993- 2.51% |
$178K - $203K
|
38.6K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-994- 18.3% |
$178K - $203K
|
4.44K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-996- 3.19% |
$179K - $203K
|
30.3K
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-997- 2.39% |
$179K - $204K
|
40.6K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-998- 1.11% |
$179K - $204K
|
88.8K
$26.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1K- 30.05% |
$180K - $205K
|
2.33K
$695K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.01K- 1.39% |
$181K - $206K
|
71.5K
$21.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.01K- 2.02% |
$181K - $206K
|
48.9K
$14.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.01K- 0.55% |
$182K - $207K
|
183K
$54.5M
|