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 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.5K+ 22.09% |
$701K - $757K
|
13.8K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
2.5K+ 31.9% |
$700K - $756K
|
10.3K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.5KNew |
$699K - $755K
|
2.5K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.49KNew |
$697K - $753K
|
2.49K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.48KNew |
$694K - $750K
|
2.48K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.48KNew |
$693K - $749K
|
2.48K
$677K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.44KNew |
$683K - $738K
|
2.44K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.42K+ 14.59% |
$678K - $733K
|
19K
$5.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.41K+ 13.62% |
$676K - $730K
|
20.1K
$5.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.41K+ 27.0% |
$675K - $729K
|
11.3K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4K+ 1.25% |
$672K - $725K
|
194K
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.39KNew |
$669K - $722K
|
2.39K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.37K+ 4.35% |
$662K - $715K
|
56.8K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 21.03% |
$660K - $713K
|
13.6K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.36K+ 90.24% |
$660K - $713K
|
4.97K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
2.36K+ 58.75% |
$660K - $713K
|
6.37K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.34K+ 3.0% |
$656K - $709K
|
80.5K
$22M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.34K+ 157.89% |
$655K - $708K
|
3.82K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.33K+ 5.44% |
$653K - $706K
|
45.2K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 3.47% |
$653K - $705K
|
69.5K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.32K+ 23.18% |
$650K - $702K
|
12.3K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.3KNew |
$645K - $697K
|
2.3K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.3K+ 78.86% |
$645K - $696K
|
5.22K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.28K+ 52.07% |
$638K - $689K
|
6.65K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.27KNew |
$636K - $687K
|
2.27K
$622K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.27K+ 2.85% |
$634K - $685K
|
81.8K
$22.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 28.43% |
$633K - $684K
|
10.2K
$2.79M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.26KNew |
$632K - $683K
|
2.26K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.26K+ 21.64% |
$632K - $683K
|
12.7K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.26KNew |
$632K - $683K
|
2.26K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.26K+ 1.12% |
$632K - $682K
|
204K
$55.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.25K+ 1.89% |
$630K - $681K
|
121K
$33.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 19.32% |
$628K - $678K
|
13.8K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.24K+ 26.1% |
$627K - $677K
|
10.8K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.23K+ 23.99% |
$625K - $675K
|
11.5K
$3.16M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$625K - $675K
|
2.23K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.22K+ 6.68% |
$620K - $670K
|
35.4K
$9.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.19K+ 39.31% |
$614K - $663K
|
7.77K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.17KNew |
$607K - $655K
|
2.17K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.16K+ 252.69% |
$604K - $653K
|
3.01K
$824K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 5.01% |
$600K - $648K
|
44.9K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
2.14KNew |
$600K - $648K
|
2.14K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.14KNew |
$599K - $647K
|
2.14K
$586K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.14K+ 1.53% |
$598K - $646K
|
141K
$38.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.13KNew |
$597K - $645K
|
2.13K
$584K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.13K+ 31.63% |
$596K - $644K
|
8.86K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.12K+ 8.26% |
$593K - $641K
|
27.8K
$7.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.1KNew |
$588K - $635K
|
2.1K
$574K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 13.94% |
$587K - $634K
|
17.1K
$4.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.09KNew |
$586K - $632K
|
2.09K
$572K
|