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 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13.5K+ 6.98% |
$3.77M - $4.07M
|
206K
$61.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.5K+ 1.75% |
$3.77M - $4.07M
|
782K
$233M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
13.3K+ 2.65% |
$3.72M - $4.01M
|
514K
$153M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13.2KNew |
$3.7M - $4M
|
13.2K
$3.94M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13.1K+ 14.01% |
$3.66M - $3.95M
|
106K
$31.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
13KNew |
$3.64M - $3.94M
|
13K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.9KNew |
$3.6M - $3.89M
|
12.9K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
12.8K+ 13.23% |
$3.59M - $3.88M
|
110K
$32.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
12.8KNew |
$3.58M - $3.87M
|
12.8K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12.7K+ 7.62% |
$3.56M - $3.85M
|
180K
$53.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
12.3KNew |
$3.46M - $3.73M
|
12.3K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12.1KNew |
$3.38M - $3.66M
|
12.1K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
11.8K+ 68.93% |
$3.32M - $3.58M
|
29K
$8.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.8KNew |
$3.3M - $3.57M
|
11.8K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 11.75% |
$3.23M - $3.49M
|
110K
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
11.3KNew |
$3.18M - $3.43M
|
11.3K
$3.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11KNew |
$3.09M - $3.33M
|
11K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
10.9K+ 145.3% |
$3.06M - $3.31M
|
18.5K
$5.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.8KNew |
$3.03M - $3.27M
|
10.8K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$3.03M - $3.27M
|
10.8K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.6K+ 529250.0% |
$2.96M - $3.2M
|
10.6K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
10.6K+ 44.76% |
$2.96M - $3.19M
|
34.1K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.4KNew |
$2.92M - $3.15M
|
10.4K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.4K+ 3.97% |
$2.91M - $3.14M
|
272K
$81.1M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.4K+ 341.56% |
$2.9M - $3.13M
|
13.4K
$3.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
10.4KNew |
$2.9M - $3.13M
|
10.4K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.1K+ 4.02% |
$2.84M - $3.06M
|
262K
$78.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
10.1KNew |
$2.83M - $3.05M
|
10.1K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.88K+ 21.89% |
$2.77M - $2.99M
|
55K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.66K+ 16.0% |
$2.71M - $2.92M
|
70K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
9.63K+ 4.24% |
$2.7M - $2.91M
|
237K
$70.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
9.54K+ 9.69% |
$2.67M - $2.88M
|
108K
$32.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.38K+ 253.31% |
$2.63M - $2.84M
|
13.1K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
9.32K+ 10350.0% |
$2.61M - $2.82M
|
9.41K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.04K+ 3.53% |
$2.53M - $2.73M
|
265K
$79.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.83K+ 60.72% |
$2.47M - $2.67M
|
23.4K
$6.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
8.63KNew |
$2.42M - $2.61M
|
8.63K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
8.45K+ 1.14% |
$2.37M - $2.55M
|
752K
$224M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
8.43K+ 9.29% |
$2.36M - $2.55M
|
99.2K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.3K+ 5.06% |
$2.32M - $2.51M
|
172K
$51.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.19K+ 29.41% |
$2.29M - $2.48M
|
36K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 10.44% |
$2.29M - $2.47M
|
86.5K
$25.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
8.16K+ 23.7% |
$2.29M - $2.47M
|
42.6K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8.04K+ 17.76% |
$2.25M - $2.43M
|
53.3K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.04K+ 55.35% |
$2.25M - $2.43M
|
22.6K
$6.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8K+ 14.63% |
$2.24M - $2.42M
|
62.7K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
7.84KNew |
$2.2M - $2.37M
|
7.84K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.84K+ 66.47% |
$2.2M - $2.37M
|
19.6K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.49KNew |
$2.1M - $2.27M
|
7.49K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.33KNew |
$2.05M - $2.22M
|
7.33K
$2.18M
|