Purchases and Sales Made in Q1 2022 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.4K+ 2.99% |
$504K - $584K
|
82.7K
$24.7M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.38K+ 3.45% |
$500K - $578K
|
71.4K
$21.3M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.38KNew |
$499K - $577K
|
2.38K
$709K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
2.37K+ 34.72% |
$498K - $577K
|
9.21K
$2.75M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.34K+ 17.8% |
$492K - $569K
|
15.5K
$4.63M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.33K+ 29.09% |
$490K - $567K
|
10.4K
$3.09M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.32K+ 5.53% |
$488K - $564K
|
44.3K
$13.2M
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.32K+ 3.06% |
$487K - $563K
|
78.1K
$23.3M
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
2.31K+ 6.93% |
$485K - $562K
|
35.7K
$10.7M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 111.98% |
$477K - $552K
|
4.3K
$1.28M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 3.2% |
$476K - $551K
|
73.2K
$21.9M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.27K+ 2.89% |
$476K - $551K
|
80.8K
$24.1M
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 6.74% |
$475K - $550K
|
35.8K
$10.7M
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
2.25K+ 7.52% |
$472K - $546K
|
32.2K
$9.6M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$471K - $545K
|
2.25K
$670K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.24K+ 3.29% |
$470K - $544K
|
70.2K
$21M
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
2.23K+ 2.56% |
$468K - $541K
|
89.3K
$26.7M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.21KNew |
$464K - $537K
|
2.21K
$660K
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.21K+ 4.66% |
$464K - $537K
|
49.7K
$14.8M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.19K+ 8.28% |
$461K - $533K
|
28.7K
$8.57M
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 14.51% |
$457K - $529K
|
17.2K
$5.13M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.17K+ 11.08% |
$455K - $527K
|
21.8K
$6.49M
|
|
May 10, 2022
Q1 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2.16KNew |
$453K - $525K
|
2.16K
$645K
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.16K+ 45.75% |
$452K - $524K
|
6.87K
$2.05M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.14K+ 16.6% |
$450K - $520K
|
15K
$4.49M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
2.13K+ 15.28% |
$447K - $518K
|
16.1K
$4.8M
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.13K+ 18.87% |
$446K - $517K
|
13.4K
$4M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.13K+ 10.78% |
$446K - $516K
|
21.8K
$6.52M
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
2.09K+ 6.46% |
$439K - $508K
|
34.5K
$10.3M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 19.11% |
$431K - $499K
|
12.8K
$3.82M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.03K+ 2.05% |
$426K - $493K
|
101K
$30.1M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.03K+ 81.18% |
$425K - $493K
|
4.52K
$1.35M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.02KNew |
$425K - $492K
|
2.02K
$604K
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.02K+ 1.18% |
$425K - $492K
|
173K
$51.6M
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2K+ 1.12% |
$419K - $485K
|
180K
$53.8M
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
BUY
|
- |
1.99K+ 3.78% |
$417K - $483K
|
54.5K
$16.3M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.99KNew |
$417K - $482K
|
1.99K
$593K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.97K+ 2.48% |
$414K - $479K
|
81.6K
$24.4M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.97K+ 38.88% |
$414K - $479K
|
7.04K
$2.1M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.97K+ 5.93% |
$413K - $478K
|
35.2K
$10.5M
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.96K+ 1.18% |
$412K - $477K
|
169K
$50.4M
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
1.96K+ 10.75% |
$412K - $476K
|
20.2K
$6.03M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.93K+ 6.68% |
$406K - $470K
|
30.9K
$9.22M
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.93KNew |
$405K - $469K
|
1.93K
$577K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.92K+ 6.91% |
$403K - $467K
|
29.7K
$8.88M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.92KNew |
$403K - $467K
|
1.92K
$574K
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$401K - $464K
|
1.91K
$571K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.91K+ 92.93% |
$400K - $463K
|
3.96K
$1.18M
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
1.88K+ 1.2% |
$395K - $458K
|
159K
$47.5M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.88K+ 44.1% |
$395K - $457K
|
6.14K
$1.83M
|