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 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
104+ 2.18% |
$29.1K - $31.5K
|
4.87K
$1.45M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
103+ 9.07% |
$28.8K - $31.2K
|
1.24K
$369K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102+ 66.67% |
$28.6K - $30.8K
|
255
$76K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
102+ 1.79% |
$28.6K - $30.8K
|
5.79K
$1.73M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
101+ 2.63% |
$28.3K - $30.5K
|
3.95K
$1.18M
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
101+ 0.03% |
$28.3K - $30.5K
|
308K
$91.9M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
100+ 11.88% |
$28K - $30.2K
|
942
$281K
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
99+ 12.38% |
$27.7K - $29.9K
|
899
$268K
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
97+ 1.91% |
$27.2K - $29.3K
|
5.18K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
94+ 2.89% |
$26.3K - $28.4K
|
3.34K
$996K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
94+ 1.65% |
$26.3K - $28.4K
|
5.8K
$1.73M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
92+ 5.8% |
$25.8K - $27.8K
|
1.68K
$500K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
92+ 1.63% |
$25.8K - $27.8K
|
5.72K
$1.7M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
91+ 0.11% |
$25.5K - $27.5K
|
83.5K
$24.9M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
89+ 2.97% |
$24.9K - $26.9K
|
3.08K
$919K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
89+ 8.94% |
$24.9K - $26.9K
|
1.08K
$323K
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
88+ 5.98% |
$24.6K - $26.6K
|
1.56K
$465K
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
87+ 0.46% |
$24.4K - $26.3K
|
19K
$5.65M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.99% |
$24.4K - $26.3K
|
8.85K
$2.64M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
85+ 0.6% |
$23.8K - $25.7K
|
14.4K
$4.28M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
85+ 0.43% |
$23.8K - $25.7K
|
19.9K
$5.94M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
85+ 3.76% |
$23.8K - $25.7K
|
2.34K
$699K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
84+ 4.81% |
$23.5K - $25.4K
|
1.83K
$545K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
83+ 3.36% |
$23.2K - $25.1K
|
2.55K
$760K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.26% |
$23.2K - $25.1K
|
2.63K
$783K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
83+ 5.86% |
$23.2K - $25.1K
|
1.5K
$447K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
83+ 2.65% |
$23.2K - $25.1K
|
3.21K
$957K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
83+ 6.18% |
$23.2K - $25.1K
|
1.43K
$425K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
83+ 1.36% |
$23.2K - $25.1K
|
6.17K
$1.84M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
80+ 0.98% |
$22.4K - $24.2K
|
8.21K
$2.45M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
79+ 0.03% |
$22.1K - $23.9K
|
244K
$72.8M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
79+ 4.91% |
$22.1K - $23.9K
|
1.69K
$503K
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
78+ 0.21% |
$21.8K - $23.6K
|
38K
$11.3M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
77+ 1.75% |
$21.6K - $23.3K
|
4.47K
$1.33M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
77+ 0.13% |
$21.6K - $23.3K
|
58.8K
$17.5M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75+ 2.32% |
$21K - $22.7K
|
3.3K
$984K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
75+ 1.71% |
$21K - $22.7K
|
4.46K
$1.33M
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
75+ 3.86% |
$21K - $22.7K
|
2.02K
$601K
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
75+ 6.87% |
$21K - $22.7K
|
1.17K
$348K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
73+ 2.39% |
$20.4K - $22.1K
|
3.12K
$931K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
73New |
$20.4K - $22.1K
|
73
$21.8K
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
73+ 0.01% |
$20.4K - $22.1K
|
498K
$148M
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
72+ 6.06% |
$20.2K - $21.8K
|
1.26K
$375K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
72+ 0.51% |
$20.2K - $21.8K
|
14.2K
$4.23M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.22% |
$19.9K - $21.5K
|
31.7K
$9.45M
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
71+ 0.78% |
$19.9K - $21.5K
|
9.12K
$2.72M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 0.13% |
$19.6K - $21.2K
|
53.7K
$16M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
68+ 0.62% |
$19K - $20.6K
|
11K
$3.29M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
66+ 6.83% |
$18.5K - $20K
|
1.03K
$308K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
65+ 1.01% |
$18.2K - $19.7K
|
6.51K
$1.94M
|