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 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.06K- 17.23% |
$369K - $420K
|
9.89K
$2.71M
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.07K- 42.51% |
$371K - $422K
|
2.8K
$765K
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.09K- 43.19% |
$374K - $426K
|
2.74K
$750K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.09K- 13.66% |
$374K - $426K
|
13.2K
$3.61M
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.09K- 1.09% |
$374K - $426K
|
190K
$52M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.13K- 36.83% |
$382K - $436K
|
3.66K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.13K- 14.34% |
$382K - $436K
|
12.7K
$3.49M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.14K- 6.09% |
$383K - $436K
|
33K
$9.03M
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.19K- 43.28% |
$393K - $447K
|
2.87K
$786K
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-2.21K- 8.33% |
$397K - $452K
|
24.3K
$6.66M
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.22K- 37.9% |
$398K - $453K
|
3.64K
$996K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.23K- 13.3% |
$400K - $456K
|
14.6K
$3.98M
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.25K- 4.18% |
$403K - $459K
|
51.5K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.26K- 46.79% |
$405K - $461K
|
2.57K
$703K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2.27K- 10.02% |
$407K - $464K
|
20.4K
$5.58M
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.3K- 23.84% |
$413K - $470K
|
7.36K
$2.01M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.35K- 32.83% |
$421K - $480K
|
4.81K
$1.32M
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-2.37K- 1.99% |
$424K - $483K
|
117K
$31.9M
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.37K- 1.26% |
$425K - $484K
|
186K
$51M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-2.38K- 5.86% |
$426K - $485K
|
38.1K
$10.4M
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.38K- 5.38% |
$427K - $486K
|
41.9K
$11.5M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.41K- 27.21% |
$432K - $492K
|
6.44K
$1.76M
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.45K- 2.98% |
$440K - $501K
|
79.9K
$21.9M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.47K- 8.89% |
$443K - $505K
|
25.3K
$6.94M
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.48K- 8.27% |
$444K - $505K
|
27.5K
$7.52M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.48K- 3.78% |
$444K - $506K
|
63K
$17.2M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.5K- 36.75% |
$448K - $510K
|
4.3K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.52K- 10.64% |
$451K - $514K
|
21.1K
$5.78M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.54K- 8.85% |
$455K - $518K
|
26.2K
$7.16M
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.55K- 0.27% |
$457K - $521K
|
958K
$262M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.56K- 4.18% |
$458K - $522K
|
58.7K
$16.1M
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.56K- 67.49% |
$459K - $522K
|
1.23K
$337K
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.6K- 51.43% |
$465K - $530K
|
2.45K
$671K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.61K- 57.62% |
$468K - $533K
|
1.92K
$526K
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.65K- 2.01% |
$476K - $541K
|
129K
$35.3M
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-2.7K- 7.24% |
$484K - $552K
|
34.6K
$9.47M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.71K- 7.11% |
$486K - $553K
|
35.4K
$9.68M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.74K- 16.04% |
$490K - $558K
|
14.3K
$3.92M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-2.77K- 62.82% |
$497K - $566K
|
1.64K
$449K
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-2.78K- 5.44% |
$498K - $567K
|
48.3K
$13.2M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.79K- 45.48% |
$501K - $570K
|
3.35K
$917K
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-2.81K- 51.27% |
$505K - $575K
|
2.68K
$732K
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.83K- 37.03% |
$507K - $577K
|
4.81K
$1.32M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.84K- 3.37% |
$509K - $580K
|
81.3K
$22.3M
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-2.85K- 6.17% |
$511K - $582K
|
43.3K
$11.9M
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.89K- 27.23% |
$518K - $590K
|
7.72K
$2.11M
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.89K- 25.85% |
$518K - $590K
|
8.29K
$2.27M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 67.41% |
$519K - $590K
|
1.4K
$383K
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.9K- 4.43% |
$521K - $593K
|
62.7K
$17.2M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.92K- 19.46% |
$524K - $596K
|
12.1K
$3.31M
|