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 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 2.86% |
$702K - $799K
|
141K
$38.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.85K+ 14.08% |
$689K - $785K
|
31.2K
$8.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.84K+ 19.9% |
$689K - $784K
|
23.1K
$6.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
3.82KNew |
$685K - $780K
|
3.82K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
3.79K+ 2.21% |
$679K - $774K
|
175K
$47.9M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.76K+ 3.41% |
$675K - $769K
|
114K
$31.2M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.75K+ 67.72% |
$673K - $766K
|
9.3K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.75K+ 44.84% |
$672K - $765K
|
12.1K
$3.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
3.73KNew |
$669K - $761K
|
3.73K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.72K+ 60.56% |
$667K - $759K
|
9.86K
$2.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.71K+ 4.07% |
$666K - $758K
|
94.9K
$26M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.7K+ 327.9% |
$664K - $756K
|
4.83K
$1.32M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.67K+ 84.84% |
$658K - $750K
|
8K
$2.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.65KNew |
$655K - $746K
|
3.65K
$1M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.63KNew |
$651K - $741K
|
3.63K
$993K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.6K+ 46.49% |
$645K - $735K
|
11.3K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.6K+ 9.67% |
$645K - $735K
|
40.8K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.59K+ 28.86% |
$643K - $732K
|
16K
$4.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.58K+ 5.06% |
$643K - $732K
|
74.4K
$20.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.54K+ 4.31% |
$635K - $723K
|
85.7K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$632K - $720K
|
3.53K
$965K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.49K+ 69880.0% |
$626K - $713K
|
3.5K
$958K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.49K+ 1.82% |
$626K - $713K
|
196K
$53.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.47K+ 155.73% |
$621K - $707K
|
5.69K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.45K+ 4.33% |
$619K - $705K
|
83.2K
$22.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
3.44K+ 16.41% |
$617K - $702K
|
24.4K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.43KNew |
$616K - $701K
|
3.43K
$940K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.41KNew |
$611K - $695K
|
3.41K
$932K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.37KNew |
$605K - $689K
|
3.37K
$923K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3.33K+ 5.05% |
$596K - $679K
|
69.2K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.32KNew |
$596K - $678K
|
3.32K
$909K
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.32KNew |
$595K - $677K
|
3.32K
$908K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.31K+ 8.64% |
$594K - $676K
|
41.6K
$11.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
3.3K+ 35.7% |
$592K - $675K
|
12.6K
$3.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.3KNew |
$591K - $673K
|
3.3K
$903K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
3.27K+ 11.26% |
$586K - $667K
|
32.3K
$8.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.27K+ 42.47% |
$586K - $667K
|
11K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.26KNew |
$585K - $666K
|
3.26K
$892K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.26K+ 0.65% |
$584K - $665K
|
506K
$138M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.25K+ 10.96% |
$583K - $664K
|
32.9K
$9.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
3.25K+ 0.48% |
$583K - $664K
|
688K
$188M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.25K+ 1.98% |
$583K - $664K
|
167K
$45.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.23KNew |
$580K - $660K
|
3.23K
$885K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.23KNew |
$580K - $660K
|
3.23K
$885K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.21K+ 63.36% |
$576K - $656K
|
8.29K
$2.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.21KNew |
$575K - $655K
|
3.21K
$878K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.18KNew |
$571K - $650K
|
3.18K
$871K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3.18K+ 8.57% |
$570K - $649K
|
40.3K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.17KNew |
$568K - $647K
|
3.17K
$867K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 34.33% |
$566K - $645K
|
12.4K
$3.38M
|