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 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
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7K+ 8.82% |
$4.96M - $5.36M
|
218K
$65.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17.4KNew |
$4.87M - $5.26M
|
17.4K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
17.2KNew |
$4.82M - $5.21M
|
17.2K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
15.3K+ 12.59% |
$4.29M - $4.64M
|
137K
$40.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.3K+ 78.23% |
$4.27M - $4.61M
|
34.7K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.1K+ 18.45% |
$4.22M - $4.55M
|
96.7K
$28.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
14.8KNew |
$4.14M - $4.48M
|
14.8K
$4.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.6K+ 134.97% |
$4.08M - $4.41M
|
25.4K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5K+ 77.19% |
$4.07M - $4.39M
|
33.3K
$9.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
14.3KNew |
$4M - $4.32M
|
14.3K
$4.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 6.09% |
$4M - $4.32M
|
249K
$74.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
14.2KNew |
$3.99M - $4.31M
|
14.2K
$4.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1K+ 12.61% |
$3.95M - $4.27M
|
126K
$37.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.9K+ 1.7% |
$3.9M - $4.22M
|
835K
$249M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.5KNew |
$3.79M - $4.09M
|
13.5K
$4.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
13.5K+ 4.21% |
$3.79M - $4.09M
|
335K
$99.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13.5K+ 6.98% |
$3.77M - $4.07M
|
206K
$61.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.5K+ 1.75% |
$3.77M - $4.07M
|
782K
$234M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
13.3K+ 2.65% |
$3.72M - $4.01M
|
514K
$153M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13.2KNew |
$3.7M - $4M
|
13.2K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13.1K+ 14.01% |
$3.66M - $3.95M
|
106K
$31.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
13KNew |
$3.64M - $3.94M
|
13K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.9KNew |
$3.6M - $3.89M
|
12.9K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
12.8K+ 13.23% |
$3.59M - $3.88M
|
110K
$32.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12.7K+ 7.62% |
$3.56M - $3.85M
|
180K
$53.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.8KNew |
$3.3M - $3.57M
|
11.8K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.8KNew |
$3.03M - $3.27M
|
10.8K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$3.03M - $3.27M
|
10.8K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.6K+ 529250.0% |
$2.96M - $3.2M
|
10.6K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.4K+ 3.97% |
$2.91M - $3.14M
|
272K
$81.3M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.4K+ 341.56% |
$2.9M - $3.13M
|
13.4K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
10.1KNew |
$2.83M - $3.05M
|
10.1K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.88K+ 21.89% |
$2.77M - $2.99M
|
55K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
9.66K+ 16.0% |
$2.71M - $2.92M
|
70K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.38K+ 253.31% |
$2.63M - $2.84M
|
13.1K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
9.32K+ 10350.0% |
$2.61M - $2.82M
|
9.41K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9.04K+ 3.53% |
$2.53M - $2.73M
|
265K
$79.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.83K+ 60.72% |
$2.47M - $2.67M
|
23.4K
$6.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
8.43K+ 9.29% |
$2.36M - $2.55M
|
99.2K
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.19K+ 29.41% |
$2.29M - $2.48M
|
36K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 10.44% |
$2.29M - $2.47M
|
86.5K
$25.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8.04K+ 17.76% |
$2.25M - $2.43M
|
53.3K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.04K+ 55.35% |
$2.25M - $2.43M
|
22.6K
$6.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8K+ 14.63% |
$2.24M - $2.42M
|
62.7K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
7.84KNew |
$2.2M - $2.37M
|
7.84K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.84K+ 66.47% |
$2.2M - $2.37M
|
19.6K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.49KNew |
$2.1M - $2.27M
|
7.49K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.33KNew |
$2.05M - $2.22M
|
7.33K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.29K+ 4.19% |
$2.04M - $2.2M
|
181K
$54M
|