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 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-3.15K- 9.0% |
$565K - $643K
|
31.8K
$9.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.2K- 4.67% |
$574K - $654K
|
65.3K
$19.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.21K- 9.5% |
$575K - $654K
|
30.5K
$9.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.25K- 6.48% |
$583K - $663K
|
46.9K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.33K- 14.81% |
$597K - $680K
|
19.1K
$5.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.47K- 43.19% |
$622K - $708K
|
4.56K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.5K- 1.23% |
$627K - $714K
|
281K
$83.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 31.04% |
$627K - $714K
|
7.77K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.58K- 20.27% |
$641K - $730K
|
14.1K
$4.19M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.59K- 2.73% |
$643K - $732K
|
128K
$38.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-3.59K- 17.24% |
$644K - $733K
|
17.2K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-3.61K- 30.4% |
$647K - $736K
|
8.26K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-3.62K- 6.35% |
$648K - $738K
|
53.3K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.62K- 15.26% |
$649K - $740K
|
20.1K
$5.99M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.68K- 8.96% |
$659K - $751K
|
37.4K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.74K- 7.17% |
$670K - $763K
|
48.4K
$14.4M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 75.27% |
$672K - $765K
|
1.23K
$367K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.86K- 0.87% |
$692K - $788K
|
442K
$132M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-3.9K- 18.19% |
$700K - $797K
|
17.5K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.91K- 9.44% |
$700K - $797K
|
37.5K
$11.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.93K- 11.93% |
$704K - $802K
|
29K
$8.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-3.93K- 19.72% |
$704K - $802K
|
16K
$4.77M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-3.95K- 13.25% |
$708K - $806K
|
25.9K
$7.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4K- 1.73% |
$718K - $817K
|
228K
$67.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4.04K- 58.74% |
$725K - $825K
|
2.84K
$846K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-4.08K- 10.95% |
$732K - $834K
|
33.2K
$9.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.1K- 46.12% |
$735K - $837K
|
4.79K
$1.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.1K- 19.44% |
$736K - $838K
|
17K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.14K- 90.11% |
$741K - $844K
|
454
$135K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4.15K- 7.77% |
$744K - $847K
|
49.2K
$14.7M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-4.25K- 0.87% |
$762K - $868K
|
482K
$144M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.27K- 4.41% |
$765K - $871K
|
92.4K
$27.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-4.29K- 8.79% |
$768K - $875K
|
44.5K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.3K- 10.27% |
$771K - $878K
|
37.6K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-4.32K- 1.09% |
$775K - $882K
|
394K
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-4.33K- 1.13% |
$777K - $884K
|
380K
$113M
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-4.36K- 1.46% |
$782K - $891K
|
294K
$87.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-4.38K- 29.28% |
$786K - $895K
|
10.6K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.41K- 18.57% |
$791K - $901K
|
19.3K
$5.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.43K- 54.82% |
$794K - $904K
|
3.65K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.47K- 6.97% |
$802K - $913K
|
59.7K
$17.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-4.56K- 3.46% |
$818K - $932K
|
127K
$37.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-4.6K- 4.28% |
$824K - $938K
|
103K
$30.6M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4.66K- 42.7% |
$835K - $951K
|
6.25K
$1.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.7K- 4.17% |
$842K - $959K
|
108K
$32.2M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.86K- 11.77% |
$871K - $992K
|
36.4K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5K- 5.2% |
$896K - $1.02M
|
91.1K
$27.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.08K- 44.72% |
$911K - $1.04M
|
6.28K
$1.87M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.12K- 15.06% |
$918K - $1.04M
|
28.9K
$8.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 18.72% |
$921K - $1.05M
|
22.3K
$6.65M
|