Purchases and Sales Made in Q4 2024 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q4 2024. 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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.4M+ 28506.53% |
$4.3B - $4.64B
|
15.4M
$4.59B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.7M+ 27589.54% |
$3B - $3.24B
|
10.7M
$3.2B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
7.79M+ 27958.88% |
$2.18B - $2.36B
|
7.82M
$2.33B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.06MNew |
$856M - $925M
|
3.06M
$911M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03M+ 89.28% |
$288M - $311M
|
2.18M
$651M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
647KNew |
$181M - $196M
|
647K
$193M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
519KNew |
$145M - $157M
|
519K
$155M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
335K+ 19.14% |
$93.9M - $101M
|
2.09M
$622M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
335K+ 4502.95% |
$93.9M - $101M
|
343K
$102M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
274K+ 6.93% |
$76.7M - $82.9M
|
4.23M
$1.26B
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
236KNew |
$66M - $71.3M
|
236K
$70.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
227K+ 7.61% |
$63.5M - $68.6M
|
3.21M
$956M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
225K+ 693.03% |
$63.1M - $68.1M
|
258K
$76.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
165K+ 328.28% |
$46.3M - $50M
|
215K
$64.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
158KNew |
$44.4M - $47.9M
|
158K
$47.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
154KNew |
$43.2M - $46.7M
|
154K
$46M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
148KNew |
$41.5M - $44.8M
|
148K
$44.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
133KNew |
$37.2M - $40.2M
|
133K
$39.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
130KNew |
$36.3M - $39.2M
|
130K
$38.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 13.92% |
$33.4M - $36M
|
975K
$290M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
109K+ 21.82% |
$30.7M - $33.1M
|
611K
$182M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
102K+ 379.29% |
$28.6M - $30.8M
|
129K
$38.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
101KNew |
$28.4M - $30.7M
|
101K
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
99K+ 49.55% |
$27.7M - $29.9M
|
299K
$89M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
98.1KNew |
$27.5M - $29.7M
|
98.1K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
97.3K+ 311.86% |
$27.3M - $29.4M
|
129K
$38.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
97.2K+ 12.05% |
$27.2M - $29.4M
|
904K
$269M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
87KNew |
$24.4M - $26.3M
|
87K
$25.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
70.4KNew |
$19.7M - $21.3M
|
70.4K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
65.9K+ 130.05% |
$18.5M - $19.9M
|
117K
$34.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
63KNew |
$17.6M - $19M
|
63K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
60.5K+ 2534.77% |
$16.9M - $18.3M
|
62.9K
$18.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58.6K+ 30.71% |
$16.4M - $17.7M
|
249K
$74.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
54.4KNew |
$15.2M - $16.5M
|
54.4K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.4K+ 20.85% |
$15.2M - $16.4M
|
315K
$93.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
53.5KNew |
$15M - $16.2M
|
53.5K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$14.9M - $16.1M
|
53.1K
$15.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
52.1KNew |
$14.6M - $15.8M
|
52.1K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
51.5K+ 17.67% |
$14.4M - $15.6M
|
343K
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50.1K+ 69.3% |
$14M - $15.2M
|
122K
$36.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
49.2K+ 36.95% |
$13.8M - $14.9M
|
182K
$54.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
48.3K+ 8.26% |
$13.5M - $14.6M
|
633K
$189M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
48KNew |
$13.4M - $14.5M
|
48K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.1KNew |
$13.2M - $14.2M
|
47.1K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
46.7K+ 29.96% |
$13.1M - $14.1M
|
203K
$60.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.1K+ 9.5% |
$12.9M - $13.9M
|
532K
$158M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
45KNew |
$12.6M - $13.6M
|
45K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
41.4KNew |
$11.6M - $12.5M
|
41.4K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.7KNew |
$11.4M - $12.3M
|
40.7K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
40.3KNew |
$11.3M - $12.2M
|
40.3K
$12M
|