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 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-9.66K- 4.09% |
$1.73M - $1.97M
|
226K
$67.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-9.98K- 25.24% |
$1.79M - $2.04M
|
29.6K
$8.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.5K- 23.91% |
$1.88M - $2.14M
|
33.4K
$9.95M
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.6KClosed |
$1.9M - $2.16M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-10.6K- 23.77% |
$1.91M - $2.17M
|
34.1K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 59.72% |
$1.97M - $2.24M
|
7.4K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 34.6% |
$2.05M - $2.33M
|
21.6K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.4K- 9.04% |
$2.05M - $2.34M
|
115K
$34.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-11.5K- 80.93% |
$2.06M - $2.35M
|
2.71K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.7K- 51.57% |
$2.09M - $2.38M
|
11K
$3.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-11.7K- 66.5% |
$2.09M - $2.38M
|
5.88K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.8K- 9.15% |
$2.12M - $2.41M
|
117K
$35M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.2K- 2.72% |
$2.19M - $2.5M
|
438K
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.5K- 2.18% |
$2.24M - $2.55M
|
560K
$167M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.6K- 1.33% |
$2.26M - $2.57M
|
935K
$279M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12.9K- 21.72% |
$2.31M - $2.64M
|
46.5K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-13.3K- 47.38% |
$2.38M - $2.71M
|
14.7K
$4.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.5K- 1.68% |
$2.41M - $2.75M
|
786K
$234M
|
|
|
Jan 31, 2023
Q4 2022
|
Trustees Of The Smith College
|
SELL
|
- |
-14K- 2.41% |
$2.51M - $2.86M
|
567K
$169M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14K- 3.12% |
$2.52M - $2.87M
|
437K
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-14.3K- 13.01% |
$2.56M - $2.92M
|
95.6K
$28.5M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-14.9K- 35.35% |
$2.68M - $3.05M
|
27.3K
$8.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-15.2K- 8.14% |
$2.72M - $3.1M
|
171K
$51M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-15.5K- 30.57% |
$2.78M - $3.17M
|
35.3K
$10.5M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16K- 87.4% |
$2.86M - $3.26M
|
2.3K
$686K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-16.2K- 4.56% |
$2.9M - $3.31M
|
339K
$101M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-16.3K- 8.05% |
$2.93M - $3.34M
|
187K
$55.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-16.4K- 7.84% |
$2.95M - $3.36M
|
193K
$57.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-16.9K- 7.6% |
$3.02M - $3.44M
|
205K
$61.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-17.1K- 7.12% |
$3.06M - $3.49M
|
223K
$66.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 0.46% |
$3.06M - $3.49M
|
3.72M
$1.11B
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-18.7K- 83.16% |
$3.35M - $3.82M
|
3.78K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.3K- 9.55% |
$3.46M - $3.94M
|
183K
$54.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-19.4K- 0.62% |
$3.48M - $3.96M
|
3.12M
$931M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19.6K- 15.61% |
$3.52M - $4.01M
|
106K
$31.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-19.8K- 1.36% |
$3.56M - $4.05M
|
1.44M
$429M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 48.82% |
$3.6M - $4.1M
|
21.1K
$6.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20.1K- 87.89% |
$3.61M - $4.11M
|
2.77K
$826K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-20.7K- 11.15% |
$3.71M - $4.23M
|
165K
$49.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.9K- 7.54% |
$3.74M - $4.26M
|
256K
$76.1M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.9K- 10.7% |
$3.74M - $4.26M
|
174K
$51.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.1K- 63.54% |
$3.79M - $4.31M
|
12.1K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-21.2K- 1.79% |
$3.8M - $4.33M
|
1.16M
$347M
|
|
|
Feb 08, 2023
Q4 2022
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-21.7K- 17.73% |
$3.9M - $4.44M
|
101K
$30.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.1K- 3.14% |
$3.97M - $4.52M
|
682K
$203M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-22.8K- 3.11% |
$4.09M - $4.66M
|
711K
$212M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 73.39% |
$4.1M - $4.67M
|
8.29K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.2K- 9.04% |
$4.17M - $4.75M
|
234K
$69.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-24.3K- 45.19% |
$4.35M - $4.96M
|
29.5K
$8.78M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-24.5K- 12.75% |
$4.4M - $5.01M
|
168K
$50.1M
|