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
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 6.48% |
$1.1M - $1.19M
|
56.7K
$16.9M
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-3.94K- 5.25% |
$1.1M - $1.19M
|
71.2K
$21.2M
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-3.96K- 8.83% |
$1.11M - $1.2M
|
40.9K
$12.2M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.05K- 2.97% |
$1.13M - $1.22M
|
132K
$39.4M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.14K- 5.43% |
$1.16M - $1.25M
|
72K
$21.5M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.19K- 60.26% |
$1.17M - $1.27M
|
2.76K
$823K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.24K- 7.4% |
$1.19M - $1.28M
|
53.1K
$15.8M
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.53K- 1.02% |
$1.27M - $1.37M
|
439K
$131M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.57K- 2.72% |
$1.28M - $1.38M
|
164K
$48.8M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.59K- 1.36% |
$1.28M - $1.39M
|
332K
$98.8M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-4.61K- 24.06% |
$1.29M - $1.39M
|
14.6K
$4.34M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4.63K- 80.49% |
$1.3M - $1.4M
|
1.12K
$334K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.63K- 2.71% |
$1.3M - $1.4M
|
166K
$49.4M
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-4.76K- 11.2% |
$1.33M - $1.44M
|
37.8K
$11.3M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.77K- 18.04% |
$1.34M - $1.44M
|
21.7K
$6.46M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.17K- 99.9% |
$1.45M - $1.56M
|
5
$1.49K
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-5.28K- 1.6% |
$1.48M - $1.6M
|
325K
$96.9M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.36K- 1.27% |
$1.5M - $1.62M
|
416K
$124M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-5.38K- 1.13% |
$1.51M - $1.63M
|
469K
$140M
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.45K- 29.05% |
$1.52M - $1.65M
|
13.3K
$3.96M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.48K- 74.26% |
$1.53M - $1.66M
|
1.9K
$566K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-5.58K- 1.04% |
$1.56M - $1.69M
|
530K
$158M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.66K- 5.14% |
$1.59M - $1.71M
|
104K
$31.1M
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.72K- 1.17% |
$1.6M - $1.73M
|
485K
$144M
|
|
Jan 28, 2025
Q4 2024
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-5.93K- 0.83% |
$1.66M - $1.79M
|
705K
$210M
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-6.04K- 31.83% |
$1.69M - $1.83M
|
12.9K
$3.85M
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-6.11K- 2.22% |
$1.71M - $1.85M
|
269K
$80.3M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-6.43K- 5.5% |
$1.8M - $1.94M
|
111K
$32.9M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.43K- 0.86% |
$1.8M - $1.95M
|
738K
$220M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-6.61K- 1.01% |
$1.85M - $2M
|
647K
$193M
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-7.22K- 3.36% |
$2.02M - $2.18M
|
208K
$61.9M
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-7.22K- 5.08% |
$2.02M - $2.18M
|
135K
$40.2M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-7.23K- 85.93% |
$2.03M - $2.19M
|
1.18K
$353K
|
|
Jan 29, 2025
Q4 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-7.45K- 2.39% |
$2.08M - $2.25M
|
304K
$90.5M
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-7.57K- 4.37% |
$2.12M - $2.29M
|
165K
$49.3M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.09K- 85.82% |
$2.27M - $2.45M
|
1.34K
$398K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-8.11K- 10.97% |
$2.27M - $2.45M
|
65.8K
$19.6M
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.16K- 69.97% |
$2.29M - $2.47M
|
3.5K
$1.04M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-8.88K- 46.17% |
$2.49M - $2.68M
|
10.3K
$3.08M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.34K- 2.61% |
$2.62M - $2.83M
|
348K
$104M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-9.43K- 13.8% |
$2.64M - $2.85M
|
58.9K
$17.6M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.1K- 51.05% |
$2.83M - $3.06M
|
9.7K
$2.89M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-10.3K- 20.97% |
$2.89M - $3.13M
|
38.9K
$11.6M
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 49.83% |
$3.02M - $3.26M
|
10.8K
$3.23M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 7.51% |
$3.25M - $3.51M
|
143K
$42.6M
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.9K- 5.08% |
$3.32M - $3.59M
|
222K
$66.1M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-12.4K- 77.03% |
$3.47M - $3.75M
|
3.7K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-12.4K- 6.41% |
$3.47M - $3.75M
|
181K
$54M
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-12.7K- 6.09% |
$3.56M - $3.84M
|
196K
$58.3M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.5K- 3.85% |
$3.78M - $4.08M
|
337K
$101M
|