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 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 0.13% |
$19.6K - $21.2K
|
53.7K
$14.8M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
68+ 0.62% |
$19K - $20.6K
|
11K
$3.04M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
66+ 6.83% |
$18.5K - $20K
|
1.03K
$284K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
66+ 0.18% |
$18.5K - $20K
|
36.5K
$10M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
66+ 0.9% |
$18.5K - $20K
|
7.42K
$2.04M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
65+ 1.01% |
$18.2K - $19.7K
|
6.51K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
64+ 3.11% |
$17.9K - $19.4K
|
2.13K
$584K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
64New |
$17.9K - $19.4K
|
64
$17.6K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 4.41% |
$17.6K - $19.1K
|
1.49K
$410K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 5.47% |
$17.4K - $18.8K
|
1.2K
$329K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
62+ 0.33% |
$17.4K - $18.8K
|
18.6K
$5.12M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
62+ 1.07% |
$17.4K - $18.8K
|
5.86K
$1.61M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
61+ 0.57% |
$17.1K - $18.4K
|
10.9K
$2.98M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 3.64% |
$17.1K - $18.4K
|
1.74K
$478K
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
60+ 3.42% |
$16.8K - $18.1K
|
1.82K
$499K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
59+ 2.97% |
$16.5K - $17.8K
|
2.05K
$563K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
59+ 2.9% |
$16.5K - $17.8K
|
2.09K
$575K
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 0.63% |
$16.5K - $17.8K
|
9.49K
$2.61M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
58+ 2.92% |
$16.2K - $17.5K
|
2.04K
$562K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
58+ 0.96% |
$16.2K - $17.5K
|
6.07K
$1.67M
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
57+ 3.18% |
$16K - $17.2K
|
1.85K
$509K
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
57+ 1.46% |
$16K - $17.2K
|
3.96K
$1.09M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
56+ 1.41% |
$15.7K - $16.9K
|
4.03K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
56+ 7.72% |
$15.7K - $16.9K
|
781
$215K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
54+ 0.25% |
$15.1K - $16.3K
|
21.9K
$6.03M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
53+ 0.53% |
$14.8K - $16K
|
10K
$2.76M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
53+ 1.22% |
$14.8K - $16K
|
4.39K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
53+ 0.44% |
$14.8K - $16K
|
12K
$3.31M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
52+ 1.21% |
$14.6K - $15.7K
|
4.36K
$1.2M
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
52+ 1.84% |
$14.6K - $15.7K
|
2.88K
$792K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
52+ 4.98% |
$14.6K - $15.7K
|
1.1K
$301K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 0.82% |
$14.3K - $15.4K
|
6.25K
$1.72M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
51+ 0.97% |
$14.3K - $15.4K
|
5.3K
$1.46M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
51+ 0.06% |
$14.3K - $15.4K
|
87.9K
$24.2M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
50+ 1.19% |
$14K - $15.1K
|
4.25K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 6.29% |
$14K - $15.1K
|
845
$232K
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
50+ 0.74% |
$14K - $15.1K
|
6.8K
$1.87M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
48+ 0.89% |
$13.4K - $14.5K
|
5.45K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
48+ 1.32% |
$13.4K - $14.5K
|
3.68K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
48+ 0.66% |
$13.4K - $14.5K
|
7.37K
$2.03M
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
46+ 1.42% |
$12.9K - $13.9K
|
3.29K
$904K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
44+ 129.41% |
$12.3K - $13.3K
|
78
$21.5K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
44+ 0.7% |
$12.3K - $13.3K
|
6.33K
$1.74M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
44+ 1.33% |
$12.3K - $13.3K
|
3.35K
$922K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44+ 2.11% |
$12.3K - $13.3K
|
2.13K
$584K
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
44+ 6.12% |
$12.3K - $13.3K
|
763
$210K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
44New |
$12.3K - $13.3K
|
44
$12.1K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
43+ 0.32% |
$12K - $13K
|
13.4K
$3.69M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
43+ 4.07% |
$12K - $13K
|
1.1K
$302K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
43+ 2.81% |
$12K - $13K
|
1.57K
$433K
|