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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.64K+ 16.51% |
$739K - $798K
|
18.6K
$4.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.63KNew |
$735K - $794K
|
2.63K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.61K+ 97.83% |
$732K - $791K
|
5.29K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.6KNew |
$729K - $787K
|
2.6K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.6KNew |
$728K - $787K
|
2.6K
$673K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.6KNew |
$728K - $786K
|
2.6K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.59KNew |
$724K - $782K
|
2.59K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.57K+ 9.78% |
$720K - $778K
|
28.9K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.57K+ 137.41% |
$720K - $778K
|
4.44K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.56KNew |
$717K - $775K
|
2.56K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.55K+ 7.68% |
$713K - $770K
|
35.7K
$9.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.54K+ 34.7% |
$711K - $768K
|
9.86K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.54KNew |
$710K - $767K
|
2.54K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
2.51K+ 1.04% |
$704K - $760K
|
244K
$63.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.51KNew |
$704K - $760K
|
2.51K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.5K+ 22.09% |
$701K - $757K
|
13.8K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
2.5K+ 31.9% |
$700K - $756K
|
10.3K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.5KNew |
$699K - $755K
|
2.5K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.49KNew |
$697K - $753K
|
2.49K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.48KNew |
$694K - $750K
|
2.48K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.48KNew |
$693K - $749K
|
2.48K
$640K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.44KNew |
$683K - $738K
|
2.44K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.42K+ 14.59% |
$678K - $733K
|
19K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.41K+ 13.62% |
$676K - $730K
|
20.1K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.41K+ 27.0% |
$675K - $729K
|
11.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4K+ 1.25% |
$672K - $725K
|
194K
$50.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.39KNew |
$669K - $722K
|
2.39K
$618K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.38KNew |
$665K - $718K
|
2.38K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.37K+ 4.35% |
$662K - $715K
|
56.8K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 21.03% |
$660K - $713K
|
13.6K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.36K+ 90.24% |
$660K - $713K
|
4.97K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
2.36K+ 58.75% |
$660K - $713K
|
6.37K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.34K+ 3.0% |
$656K - $709K
|
80.5K
$20.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.34K+ 157.89% |
$655K - $708K
|
3.82K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.33K+ 5.44% |
$653K - $706K
|
45.2K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 3.47% |
$653K - $705K
|
69.5K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.32K+ 23.18% |
$650K - $702K
|
12.3K
$3.19M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.31KNew |
$647K - $698K
|
2.31K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.3KNew |
$645K - $697K
|
2.3K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.3K+ 78.86% |
$645K - $696K
|
5.22K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.28K+ 52.07% |
$638K - $689K
|
6.65K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.27KNew |
$636K - $687K
|
2.27K
$588K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.27K+ 2.85% |
$634K - $685K
|
81.8K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 28.43% |
$633K - $684K
|
10.2K
$2.64M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.26KNew |
$632K - $683K
|
2.26K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.26K+ 21.64% |
$632K - $683K
|
12.7K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.26KNew |
$632K - $683K
|
2.26K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.26K+ 1.12% |
$632K - $682K
|
204K
$52.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.25K+ 1.89% |
$630K - $681K
|
121K
$31.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 19.32% |
$628K - $678K
|
13.8K
$3.58M
|