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 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-882- 0.13% |
$247K - $267K
|
662K
$197M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-889- 20.15% |
$249K - $269K
|
3.52K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-893- 3.05% |
$250K - $270K
|
28.4K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-898- 7.76% |
$251K - $272K
|
10.7K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-900- 13.16% |
$252K - $272K
|
5.94K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-923- 2.82% |
$258K - $279K
|
31.8K
$9.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-925- 2.04% |
$259K - $280K
|
44.4K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-949- 3.72% |
$266K - $287K
|
24.5K
$7.31M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-952- 4.69% |
$267K - $288K
|
19.4K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-967- 9.67% |
$271K - $292K
|
9.03K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-999- 3.65% |
$280K - $302K
|
26.3K
$7.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.01K- 0.99% |
$282K - $305K
|
101K
$30M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.01K- 9.41% |
$282K - $305K
|
9.7K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.03K- 0.61% |
$287K - $310K
|
166K
$49.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.04K- 1.2% |
$291K - $314K
|
85.2K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.05K- 29.78% |
$294K - $318K
|
2.48K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.06K- 3.43% |
$297K - $321K
|
29.9K
$8.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 0.9% |
$298K - $322K
|
118K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.07K- 3.36% |
$300K - $325K
|
30.9K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.35% |
$301K - $325K
|
78.2K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.08K- 11.51% |
$303K - $327K
|
8.31K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.09K- 3.35% |
$305K - $330K
|
31.5K
$9.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.11K- 8.85% |
$309K - $334K
|
11.4K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.11K- 4.61% |
$310K - $335K
|
22.9K
$6.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.11K- 8.97% |
$312K - $337K
|
11.3K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 43.04% |
$313K - $338K
|
1.48K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.14K- 2.31% |
$318K - $343K
|
48K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.14K- 4.85% |
$318K - $344K
|
22.3K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.17K- 2.85% |
$327K - $354K
|
39.9K
$11.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-1.18K- 0.26% |
$330K - $356K
|
456K
$136M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.21K- 7.99% |
$339K - $366K
|
13.9K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.23K- 35.51% |
$343K - $371K
|
2.23K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.24K- 1.29% |
$346K - $374K
|
94.5K
$28.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.65% |
$351K - $379K
|
46K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.28K- 22.2% |
$359K - $388K
|
4.5K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.33K- 2.15% |
$371K - $401K
|
60.4K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.33K- 29.1% |
$372K - $402K
|
3.24K
$964K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.33K- 31.81% |
$374K - $403K
|
2.86K
$852K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 0.25% |
$379K - $409K
|
532K
$159M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.36K- 2.26% |
$380K - $410K
|
58.5K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.36K- 0.75% |
$380K - $410K
|
179K
$53.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.38K- 5.48% |
$385K - $416K
|
23.7K
$7.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.38K- 36.05% |
$386K - $416K
|
2.44K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 20.36% |
$398K - $429K
|
5.56K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.42K- 49.74% |
$398K - $430K
|
1.44K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.42K- 14.06% |
$399K - $431K
|
8.7K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-1.44K- 2.03% |
$403K - $435K
|
69.5K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.49K- 0.67% |
$418K - $451K
|
221K
$66M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.49K- 2.48% |
$418K - $451K
|
58.8K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 2.13% |
$425K - $459K
|
69.8K
$20.8M
|