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 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.07KNew |
$859K - $928K
|
3.07K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.05K+ 0.05% |
$855K - $923K
|
6.19M
$1.69B
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.03K+ 34.03% |
$849K - $917K
|
11.9K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3.03KNew |
$848K - $916K
|
3.03K
$829K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.01KNew |
$843K - $911K
|
3.01K
$824K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3K+ 9.64% |
$839K - $906K
|
34.1K
$9.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.98K+ 24.64% |
$835K - $902K
|
15.1K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.98K+ 10.48% |
$835K - $902K
|
31.4K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.97KNew |
$831K - $898K
|
2.97K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.96K+ 2.52% |
$829K - $896K
|
120K
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.96KNew |
$829K - $895K
|
2.96K
$810K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.96KNew |
$828K - $894K
|
2.96K
$809K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.95K+ 2.73% |
$827K - $893K
|
111K
$30.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.95K+ 2.61% |
$826K - $892K
|
116K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.92K+ 26.61% |
$819K - $884K
|
13.9K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.91KNew |
$816K - $881K
|
2.91K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.89KNew |
$810K - $875K
|
2.89K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.89K+ 11.18% |
$810K - $874K
|
28.7K
$7.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.88KNew |
$807K - $871K
|
2.88K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.86K+ 6.89% |
$802K - $866K
|
44.4K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.85K+ 53.94% |
$798K - $862K
|
8.13K
$2.23M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.85KNew |
$797K - $860K
|
2.85K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.83K+ 3.51% |
$793K - $857K
|
83.5K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.8KNew |
$784K - $847K
|
2.8K
$767K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.78K+ 103.34% |
$779K - $841K
|
5.47K
$1.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$777K - $839K
|
2.78K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.76KNew |
$773K - $835K
|
2.76K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.75KNew |
$771K - $833K
|
2.75K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 14.85% |
$763K - $824K
|
21.1K
$5.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.71K+ 4.8% |
$759K - $820K
|
59.2K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.69KNew |
$754K - $814K
|
2.69K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 43.36% |
$754K - $814K
|
8.9K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2.67KNew |
$747K - $806K
|
2.67K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.66K+ 14.67% |
$745K - $805K
|
20.8K
$5.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.64K+ 16.51% |
$739K - $798K
|
18.6K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.63KNew |
$735K - $794K
|
2.63K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.61K+ 97.83% |
$732K - $791K
|
5.29K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.6KNew |
$729K - $787K
|
2.6K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.6KNew |
$728K - $787K
|
2.6K
$712K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.6KNew |
$728K - $786K
|
2.6K
$711K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.59KNew |
$724K - $782K
|
2.59K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.57K+ 9.78% |
$720K - $778K
|
28.9K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.57K+ 137.41% |
$720K - $778K
|
4.44K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.56KNew |
$717K - $775K
|
2.56K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.55K+ 7.68% |
$713K - $770K
|
35.7K
$9.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.54K+ 34.7% |
$711K - $768K
|
9.86K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.54KNew |
$710K - $767K
|
2.54K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
2.51K+ 1.04% |
$704K - $760K
|
244K
$66.7M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.51KNew |
$704K - $760K
|
2.51K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.5K+ 22.09% |
$701K - $757K
|
13.8K
$3.79M
|