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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 3.47% |
$653K - $705K
|
69.5K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.3KNew |
$645K - $697K
|
2.3K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.28K+ 52.07% |
$638K - $689K
|
6.65K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.27KNew |
$636K - $687K
|
2.27K
$676K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.27K+ 2.85% |
$634K - $685K
|
81.8K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 28.43% |
$633K - $684K
|
10.2K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.26K+ 21.64% |
$632K - $683K
|
12.7K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.26KNew |
$632K - $683K
|
2.26K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.26K+ 1.12% |
$632K - $682K
|
204K
$60.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.25K+ 1.89% |
$630K - $681K
|
121K
$36.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 19.32% |
$628K - $678K
|
13.8K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.24K+ 26.1% |
$627K - $677K
|
10.8K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.23K+ 23.99% |
$625K - $675K
|
11.5K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.22K+ 6.68% |
$620K - $670K
|
35.4K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.19K+ 39.31% |
$614K - $663K
|
7.77K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.17KNew |
$607K - $655K
|
2.17K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 5.01% |
$600K - $648K
|
44.9K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
2.14KNew |
$600K - $648K
|
2.14K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.14KNew |
$599K - $647K
|
2.14K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.13KNew |
$597K - $645K
|
2.13K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.13K+ 31.63% |
$596K - $644K
|
8.86K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.12K+ 8.26% |
$593K - $641K
|
27.8K
$8.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.1KNew |
$588K - $635K
|
2.1K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 13.94% |
$587K - $634K
|
17.1K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.09KNew |
$586K - $632K
|
2.09K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.08K+ 2.83% |
$582K - $628K
|
75.4K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.06K+ 4.02% |
$577K - $624K
|
53.3K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.06K+ 1.66% |
$576K - $622K
|
126K
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.05K+ 8.72% |
$573K - $619K
|
25.5K
$7.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.04KNew |
$572K - $618K
|
2.04K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.04KNew |
$571K - $616K
|
2.04K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 3.9% |
$570K - $615K
|
54.2K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
2.01KNew |
$561K - $606K
|
2.01K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 2.19% |
$557K - $602K
|
93K
$27.7M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.98K+ 0.56% |
$554K - $599K
|
358K
$107M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.98KNew |
$553K - $597K
|
1.98K
$588K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.95KNew |
$546K - $590K
|
1.95K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.95K+ 12.89% |
$546K - $589K
|
17.1K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
1.94KNew |
$543K - $587K
|
1.94K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.93K+ 4.16% |
$539K - $583K
|
48.2K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.91K+ 1.65% |
$536K - $579K
|
118K
$35.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.91K+ 7.22% |
$536K - $579K
|
28.4K
$8.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.91K+ 1.27% |
$534K - $576K
|
152K
$45.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.88K+ 12.17% |
$527K - $570K
|
17.4K
$5.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.88K+ 45.23% |
$527K - $569K
|
6.04K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.88KNew |
$526K - $568K
|
1.88K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.87KNew |
$525K - $567K
|
1.87K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.87KNew |
$524K - $566K
|
1.87K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.86KNew |
$521K - $563K
|
1.86K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.86K+ 23.64% |
$519K - $561K
|
9.7K
$2.89M
|