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
|
1900 Wealth Management LLC
|
BUY
|
- |
3.64K+ 12.37% |
$1.02M - $1.1M
|
33.1K
$9.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.63K+ 2.32% |
$1.02M - $1.1M
|
160K
$43.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.62KNew |
$1.01M - $1.09M
|
3.62K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.61K+ 182.88% |
$1.01M - $1.09M
|
5.58K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.61K+ 668.83% |
$1.01M - $1.09M
|
4.14K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.59K+ 11.63% |
$1.01M - $1.09M
|
34.5K
$9.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
3.58K+ 3.58% |
$1M - $1.08M
|
104K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.58KNew |
$1M - $1.08M
|
3.58K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.58KNew |
$1M - $1.08M
|
3.58K
$980K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.56K+ 8.35% |
$996K - $1.08M
|
46.2K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.54K+ 5.08% |
$992K - $1.07M
|
73.3K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54K+ 1.24% |
$990K - $1.07M
|
289K
$79.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.52K+ 3.19% |
$985K - $1.06M
|
114K
$31.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
3.51K+ 7.71% |
$984K - $1.06M
|
49.1K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.48KNew |
$973K - $1.05M
|
3.48K
$951K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.46K+ 2.21% |
$969K - $1.05M
|
160K
$43.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.46K+ 1.09% |
$968K - $1.05M
|
321K
$87.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
3.44KNew |
$964K - $1.04M
|
3.44K
$942K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.43K+ 149.65% |
$960K - $1.04M
|
5.72K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.41K+ 20.16% |
$955K - $1.03M
|
20.3K
$5.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.4K+ 11.11% |
$951K - $1.03M
|
34K
$9.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
3.39K+ 163.2% |
$950K - $1.03M
|
5.47K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.33K+ 15.91% |
$933K - $1.01M
|
24.3K
$6.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.32KNew |
$929K - $1M
|
3.32K
$908K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.32K+ 2.31% |
$929K - $1M
|
147K
$40.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.09% |
$928K - $1M
|
308K
$84.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.3KNew |
$924K - $998K
|
3.3K
$903K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.3KNew |
$924K - $998K
|
3.3K
$903K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$922K - $996K
|
3.29K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.29K+ 4.45% |
$921K - $995K
|
77.2K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.26KNew |
$913K - $987K
|
3.26K
$893K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.26KNew |
$913K - $986K
|
3.26K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.24K+ 43.48% |
$908K - $981K
|
10.7K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.23K+ 40.48% |
$906K - $978K
|
11.2K
$3.07M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3.23KNew |
$906K - $978K
|
3.23K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.22KNew |
$902K - $974K
|
3.22K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.22K+ 10.12% |
$900K - $972K
|
35K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.22K+ 17.23% |
$900K - $972K
|
21.9K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.21KNew |
$900K - $972K
|
3.21K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3.21K+ 31.17% |
$899K - $971K
|
13.5K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 40.35% |
$887K - $958K
|
11K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$884K - $955K
|
3.16K
$864K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.15K+ 18.29% |
$883K - $953K
|
20.4K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
3.14KNew |
$880K - $951K
|
3.14K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.14K+ 25.47% |
$880K - $950K
|
15.5K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.14KNew |
$879K - $950K
|
3.14K
$859K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.14KNew |
$878K - $948K
|
3.14K
$858K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.14K+ 4.27% |
$878K - $948K
|
76.5K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.1K+ 7.66% |
$867K - $936K
|
43.5K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.08K+ 2.86% |
$862K - $931K
|
111K
$30.3M
|