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 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5K+ 10.31% |
$421K - $454K
|
16.1K
$4.76M
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.5KNew |
$420K - $454K
|
1.5K
$444K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 14.28% |
$401K - $433K
|
11.5K
$3.4M
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.4K+ 72.49% |
$392K - $423K
|
3.33K
$986K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.39K+ 4.79% |
$389K - $420K
|
30.4K
$8.99M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.39K+ 6.94% |
$388K - $419K
|
21.4K
$6.33M
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.35K+ 55.82% |
$379K - $409K
|
3.77K
$1.12M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.32K+ 0.51% |
$369K - $399K
|
261K
$77.3M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.29K+ 5.52% |
$360K - $389K
|
24.6K
$7.28M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 2.88% |
$356K - $385K
|
45.5K
$13.5M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.27K+ 1.05% |
$356K - $384K
|
123K
$36.4M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.25K+ 15.51% |
$351K - $379K
|
9.32K
$2.76M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.24K+ 8.06% |
$347K - $375K
|
16.6K
$4.92M
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 96.43% |
$340K - $367K
|
2.47K
$733K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.21K+ 33.66% |
$337K - $364K
|
4.79K
$1.42M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.2K+ 46.15% |
$336K - $363K
|
3.8K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$331K - $357K
|
1.18K
$350K
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 2.74% |
$330K - $357K
|
44.2K
$13.1M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.17K+ 5.82% |
$327K - $353K
|
21.2K
$6.29M
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.16K+ 33.65% |
$323K - $349K
|
4.59K
$1.36M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.14K+ 2.92% |
$320K - $345K
|
40.2K
$11.9M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.11K+ 11.6% |
$311K - $336K
|
10.7K
$3.17M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.1K+ 7.09% |
$307K - $331K
|
16.6K
$4.9M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.09K+ 42.85% |
$306K - $330K
|
3.64K
$1.08M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.08K+ 9.75% |
$301K - $325K
|
12.1K
$3.59M
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.06K+ 0.29% |
$296K - $319K
|
370K
$110M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 1.29% |
$285K - $308K
|
79.9K
$23.7M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
995+ 27.08% |
$279K - $301K
|
4.67K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
992+ 11.03% |
$278K - $300K
|
9.99K
$2.96M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
971+ 23.81% |
$272K - $294K
|
5.05K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
953+ 15.17% |
$267K - $288K
|
7.23K
$2.14M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
913New |
$256K - $276K
|
913
$270K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
909+ 3.53% |
$255K - $275K
|
26.7K
$7.89M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
908+ 2.82% |
$254K - $275K
|
33.1K
$9.82M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
897+ 3.26% |
$251K - $271K
|
28.4K
$8.41M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
888New |
$249K - $269K
|
888
$263K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
875+ 8.69% |
$245K - $265K
|
10.9K
$3.24M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
868+ 37.49% |
$243K - $263K
|
3.18K
$943K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
858+ 7.97% |
$240K - $260K
|
11.6K
$3.44M
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
847+ 10.03% |
$237K - $256K
|
9.29K
$2.75M
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
842New |
$236K - $255K
|
842
$249K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
839+ 17.15% |
$235K - $254K
|
5.73K
$1.7M
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
839+ 1.58% |
$235K - $254K
|
53.9K
$16M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
828+ 7.27% |
$232K - $250K
|
12.2K
$3.62M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
823New |
$230K - $249K
|
823
$244K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
817+ 4.68% |
$229K - $247K
|
18.3K
$5.41M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
795New |
$223K - $240K
|
795
$235K
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
772+ 31.22% |
$216K - $233K
|
3.25K
$961K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
765+ 34.49% |
$214K - $231K
|
2.98K
$884K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
761+ 1.14% |
$213K - $230K
|
67.5K
$20M
|