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 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
120+ 2.0% |
$33.6K - $36.3K
|
6.13K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
119+ 0.43% |
$33.3K - $36K
|
27.7K
$8.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
119+ 0.88% |
$33.3K - $36K
|
13.7K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
115New |
$32.2K - $34.8K
|
115
$34.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
115+ 3.44% |
$32.2K - $34.8K
|
3.46K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
114+ 13.73% |
$31.9K - $34.5K
|
944
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
111+ 0.25% |
$31.1K - $33.6K
|
44.6K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
110+ 2.33% |
$30.8K - $33.3K
|
4.83K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
104+ 2.18% |
$29.1K - $31.5K
|
4.87K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
103+ 9.07% |
$28.8K - $31.2K
|
1.24K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102+ 66.67% |
$28.6K - $30.8K
|
255
$76.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
102+ 1.79% |
$28.6K - $30.8K
|
5.79K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
101+ 2.63% |
$28.3K - $30.5K
|
3.95K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
99+ 12.38% |
$27.7K - $29.9K
|
899
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
94+ 2.89% |
$26.3K - $28.4K
|
3.34K
$998K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
92+ 5.8% |
$25.8K - $27.8K
|
1.68K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
87+ 0.46% |
$24.4K - $26.3K
|
19K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.99% |
$24.4K - $26.3K
|
8.85K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
85+ 0.6% |
$23.8K - $25.7K
|
14.4K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
85+ 0.43% |
$23.8K - $25.7K
|
19.9K
$5.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
84+ 4.81% |
$23.5K - $25.4K
|
1.83K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
83+ 3.36% |
$23.2K - $25.1K
|
2.55K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.26% |
$23.2K - $25.1K
|
2.63K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
83+ 5.86% |
$23.2K - $25.1K
|
1.5K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
83+ 2.65% |
$23.2K - $25.1K
|
3.21K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
83+ 6.18% |
$23.2K - $25.1K
|
1.43K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
79+ 0.03% |
$22.1K - $23.9K
|
244K
$72.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
77+ 1.75% |
$21.6K - $23.3K
|
4.47K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75+ 2.32% |
$21K - $22.7K
|
3.3K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
75+ 1.71% |
$21K - $22.7K
|
4.46K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
73+ 2.39% |
$20.4K - $22.1K
|
3.12K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
72+ 6.06% |
$20.2K - $21.8K
|
1.26K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
72+ 0.51% |
$20.2K - $21.8K
|
14.2K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.22% |
$19.9K - $21.5K
|
31.7K
$9.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
71+ 0.78% |
$19.9K - $21.5K
|
9.12K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70+ 0.13% |
$19.6K - $21.2K
|
53.7K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
68+ 0.62% |
$19K - $20.6K
|
11K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
66+ 6.83% |
$18.5K - $20K
|
1.03K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
65+ 1.01% |
$18.2K - $19.7K
|
6.51K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 4.41% |
$17.6K - $19.1K
|
1.49K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 5.47% |
$17.4K - $18.8K
|
1.2K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
61+ 0.57% |
$17.1K - $18.4K
|
10.9K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 3.64% |
$17.1K - $18.4K
|
1.74K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
59+ 2.97% |
$16.5K - $17.8K
|
2.05K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
59+ 2.9% |
$16.5K - $17.8K
|
2.09K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 0.63% |
$16.5K - $17.8K
|
9.49K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
58+ 2.92% |
$16.2K - $17.5K
|
2.04K
$610K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
57+ 3.18% |
$16K - $17.2K
|
1.85K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
57+ 1.46% |
$16K - $17.2K
|
3.96K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
56+ 1.41% |
$15.7K - $16.9K
|
4.03K
$1.2M
|