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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
165K+ 328.28% |
$46.3M - $50M
|
215K
$63.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
133KNew |
$37.2M - $40.2M
|
133K
$39.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
130KNew |
$36.3M - $39.2M
|
130K
$38.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 13.92% |
$33.4M - $36M
|
975K
$289M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
97.3K+ 311.86% |
$27.3M - $29.4M
|
129K
$38.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
63KNew |
$17.6M - $19M
|
63K
$18.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58.6K+ 30.71% |
$16.4M - $17.7M
|
249K
$73.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.4K+ 20.85% |
$15.2M - $16.4M
|
315K
$93.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
53.5KNew |
$15M - $16.2M
|
53.5K
$15.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40KNew |
$11.2M - $12.1M
|
40K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
39.8K+ 0.51% |
$11.1M - $12M
|
7.87M
$2.33B
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
39.6K+ 13.37% |
$11.1M - $12M
|
336K
$99.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.4K+ 5.46% |
$7.67M - $8.28M
|
529K
$157M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.1K+ 55.04% |
$7.03M - $7.59M
|
70.7K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
24.3K+ 17.67% |
$6.81M - $7.36M
|
162K
$48M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
21.4K+ 578.33% |
$6M - $6.48M
|
25.1K
$7.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
18.7K+ 5.98% |
$5.24M - $5.66M
|
332K
$98.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
18.5K+ 8.06% |
$5.17M - $5.58M
|
247K
$73.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.2K+ 84.0% |
$5.09M - $5.49M
|
39.8K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7K+ 8.82% |
$4.96M - $5.36M
|
218K
$64.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
17.2KNew |
$4.82M - $5.21M
|
17.2K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.3K+ 78.23% |
$4.27M - $4.61M
|
34.7K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.9K+ 1.7% |
$3.9M - $4.22M
|
835K
$247M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
13.5K+ 4.21% |
$3.79M - $4.09M
|
335K
$99.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.5K+ 1.75% |
$3.77M - $4.07M
|
782K
$232M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
13.3K+ 2.65% |
$3.72M - $4.01M
|
514K
$152M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13.2KNew |
$3.7M - $4M
|
13.2K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
12.8K+ 13.23% |
$3.59M - $3.88M
|
110K
$32.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.8KNew |
$3.3M - $3.57M
|
11.8K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$3.03M - $3.27M
|
10.8K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.8KNew |
$3.03M - $3.27M
|
10.8K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.6K+ 529250.0% |
$2.96M - $3.2M
|
10.6K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.4K+ 3.97% |
$2.91M - $3.14M
|
272K
$80.6M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.4K+ 341.56% |
$2.9M - $3.13M
|
13.4K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.04K+ 3.53% |
$2.53M - $2.73M
|
265K
$78.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8.04K+ 17.76% |
$2.25M - $2.43M
|
53.3K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
7.84KNew |
$2.2M - $2.37M
|
7.84K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.29K+ 4.19% |
$2.04M - $2.2M
|
181K
$53.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.65K+ 36.85% |
$1.86M - $2.01M
|
24.7K
$7.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
6.04KNew |
$1.69M - $1.83M
|
6.04K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
6.02K+ 66.58% |
$1.69M - $1.82M
|
15.1K
$4.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
5.92KNew |
$1.66M - $1.79M
|
5.92K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.78KNew |
$1.62M - $1.75M
|
5.78K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5.71K+ 3.54% |
$1.6M - $1.73M
|
167K
$49.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.35K+ 24.25% |
$1.5M - $1.62M
|
27.4K
$8.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
5.34KNew |
$1.5M - $1.62M
|
5.34K
$1.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.28K+ 89.89% |
$1.48M - $1.6M
|
11.2K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.02K+ 128.42% |
$1.4M - $1.52M
|
8.92K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.85K+ 14.71% |
$1.36M - $1.47M
|
37.8K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.73K+ 2.37% |
$1.33M - $1.43M
|
205K
$60.6M
|