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
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
714New |
$200K - $216K
|
714
$185K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
711+ 0.19% |
$199K - $215K
|
374K
$96.7M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
710New |
$199K - $215K
|
710
$184K
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
710+ 147.92% |
$199K - $215K
|
1.19K
$308K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
709+ 6.63% |
$199K - $214K
|
11.4K
$2.95M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
708+ 0.49% |
$198K - $214K
|
144K
$37.2M
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
705New |
$197K - $213K
|
705
$182K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
702New |
$197K - $212K
|
702
$182K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
702+ 21.13% |
$197K - $212K
|
4.03K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
702New |
$197K - $212K
|
702
$182K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
702New |
$197K - $212K
|
702
$182K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
699+ 61.32% |
$196K - $211K
|
1.84K
$476K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
698New |
$195K - $211K
|
698
$181K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
696New |
$195K - $211K
|
696
$180K
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
695+ 0.58% |
$195K - $210K
|
121K
$31.2M
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
695New |
$195K - $210K
|
695
$180K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
693New |
$194K - $210K
|
693
$179K
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
693+ 2.37% |
$194K - $210K
|
30K
$7.75M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
689+ 60.92% |
$193K - $208K
|
1.82K
$471K
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
685+ 3.58% |
$192K - $207K
|
19.8K
$5.13M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
677+ 1.39% |
$190K - $205K
|
49.5K
$12.8M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
672+ 53.5% |
$188K - $203K
|
1.93K
$499K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
658+ 54.56% |
$184K - $199K
|
1.86K
$482K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
655+ 2.43% |
$183K - $198K
|
27.7K
$7.15M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
655+ 287.28% |
$183K - $198K
|
883
$228K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
655+ 7.91% |
$183K - $198K
|
8.93K
$2.31M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
653New |
$183K - $197K
|
653
$169K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
652+ 44.35% |
$183K - $197K
|
2.12K
$549K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
652+ 1.53% |
$183K - $197K
|
43.3K
$11.2M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
648+ 4.31% |
$181K - $196K
|
15.7K
$4.06M
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
643+ 50.79% |
$180K - $194K
|
1.91K
$494K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
642+ 2.58% |
$180K - $194K
|
25.5K
$6.6M
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
635+ 1.75% |
$178K - $192K
|
36.8K
$9.53M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
634+ 3.43% |
$178K - $192K
|
19.1K
$4.94M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
633+ 12.25% |
$177K - $191K
|
5.8K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
631+ 3.58% |
$177K - $191K
|
18.2K
$4.72M
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
630+ 23.76% |
$176K - $191K
|
3.28K
$849K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
621+ 42.89% |
$174K - $188K
|
2.07K
$535K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
620+ 15.01% |
$174K - $188K
|
4.75K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
618+ 2.87% |
$173K - $187K
|
22.2K
$5.73M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
617+ 2.31% |
$173K - $187K
|
27.4K
$7.08M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
612+ 25.22% |
$171K - $185K
|
3.04K
$786K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
601+ 190.19% |
$168K - $182K
|
917
$237K
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
600+ 7.52% |
$168K - $181K
|
8.57K
$2.22M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
597+ 0.93% |
$167K - $181K
|
65K
$16.8M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
595+ 12.52% |
$167K - $180K
|
5.35K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
590New |
$165K - $178K
|
590
$153K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
590+ 1.61% |
$165K - $178K
|
37.2K
$9.64M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
586+ 13.89% |
$164K - $177K
|
4.81K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
585+ 1.98% |
$164K - $177K
|
30.2K
$7.81M
|