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 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.29K+ 4.19% |
$2.04M - $2.2M
|
181K
$53.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
7.26K+ 1.5% |
$2.03M - $2.2M
|
492K
$147M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.13K+ 3.42% |
$2M - $2.16M
|
216K
$64.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.12K+ 37.24% |
$1.99M - $2.15M
|
26.2K
$7.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.07K+ 165.85% |
$1.98M - $2.14M
|
11.3K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
7.01KNew |
$1.96M - $2.12M
|
7.01K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.9K+ 13.04% |
$1.93M - $2.09M
|
59.8K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6.86KNew |
$1.92M - $2.08M
|
6.86K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6.82K+ 307.21% |
$1.91M - $2.06M
|
9.04K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.78K+ 1.43% |
$1.9M - $2.05M
|
481K
$143M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.65K+ 36.85% |
$1.86M - $2.01M
|
24.7K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.53K+ 6.09% |
$1.83M - $1.97M
|
114K
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
6.39KNew |
$1.79M - $1.93M
|
6.39K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 622.45% |
$1.76M - $1.9M
|
7.3K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.27K+ 6.51% |
$1.76M - $1.9M
|
103K
$30.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.27K+ 4.63% |
$1.75M - $1.9M
|
141K
$42.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.22K+ 259.84% |
$1.74M - $1.88M
|
8.61K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
6.21K+ 3.61% |
$1.74M - $1.88M
|
178K
$53.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
6.18KNew |
$1.73M - $1.87M
|
6.18K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
6.04KNew |
$1.69M - $1.83M
|
6.04K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
6.02K+ 66.58% |
$1.69M - $1.82M
|
15.1K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
5.98K+ 20.09% |
$1.67M - $1.81M
|
35.8K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.98K+ 0.94% |
$1.67M - $1.81M
|
640K
$191M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.96K+ 0.36% |
$1.67M - $1.8M
|
1.67M
$497M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
5.95K+ 3.22% |
$1.67M - $1.8M
|
191K
$56.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
5.92KNew |
$1.66M - $1.79M
|
5.92K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.82K+ 9.2% |
$1.63M - $1.76M
|
69K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.8K+ 4.53% |
$1.62M - $1.75M
|
134K
$39.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.78KNew |
$1.62M - $1.75M
|
5.78K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5.71K+ 3.54% |
$1.6M - $1.73M
|
167K
$49.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.62K+ 2.0% |
$1.57M - $1.7M
|
286K
$85.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.59K+ 36.76% |
$1.57M - $1.69M
|
20.8K
$6.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.58K+ 4.87% |
$1.56M - $1.69M
|
120K
$35.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.44K+ 138.67% |
$1.52M - $1.65M
|
9.36K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.43K+ 8.22% |
$1.52M - $1.64M
|
71.5K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.39K+ 277.5% |
$1.51M - $1.63M
|
7.33K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.35K+ 24.25% |
$1.5M - $1.62M
|
27.4K
$8.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.34KNew |
$1.5M - $1.62M
|
5.34K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.31KNew |
$1.49M - $1.61M
|
5.31K
$1.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.28K+ 89.89% |
$1.48M - $1.6M
|
11.2K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.1K+ 14.33% |
$1.43M - $1.54M
|
40.6K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.02K+ 128.42% |
$1.4M - $1.52M
|
8.92K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97K+ 25.49% |
$1.39M - $1.5M
|
24.5K
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.93KNew |
$1.38M - $1.49M
|
4.93K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.91K+ 3.91% |
$1.37M - $1.48M
|
131K
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.85K+ 14.71% |
$1.36M - $1.47M
|
37.8K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
4.82KNew |
$1.35M - $1.46M
|
4.82K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4.78K+ 14.13% |
$1.34M - $1.44M
|
38.6K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.75K+ 9.83% |
$1.33M - $1.44M
|
53K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73K+ 2.37% |
$1.33M - $1.43M
|
205K
$61M
|