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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13K- 92.3% |
$3.64M - $3.93M
|
1.09K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.5K- 3.85% |
$3.78M - $4.08M
|
337K
$101M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.7K- 34.51% |
$3.83M - $4.14M
|
26K
$7.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-13.7K- 2.06% |
$3.84M - $4.15M
|
653K
$195M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-14.2K- 1.24% |
$3.98M - $4.3M
|
1.14M
$338M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-14.4K- 3.73% |
$4.04M - $4.36M
|
372K
$111M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14.4K- 18.79% |
$4.04M - $4.36M
|
62.3K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-14.6K- 34.26% |
$4.09M - $4.42M
|
28K
$8.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-15K- 1.73% |
$4.21M - $4.55M
|
852K
$254M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-17K- 9.74% |
$4.75M - $5.13M
|
157K
$46.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-17K- 6.49% |
$4.75M - $5.13M
|
244K
$72.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-17.5K- 4.96% |
$4.89M - $5.29M
|
335K
$99.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-18.2K- 10.79% |
$5.09M - $5.5M
|
150K
$44.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-18.5K- 46.61% |
$5.19M - $5.6M
|
21.2K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.9K- 15.32% |
$5.28M - $5.71M
|
104K
$31.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-19.8K- 54.28% |
$5.55M - $5.99M
|
16.7K
$4.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-19.8K- 1.56% |
$5.55M - $6M
|
1.25M
$374M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-20.1K- 8.61% |
$5.62M - $6.07M
|
213K
$63.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-20.2K- 1.6% |
$5.65M - $6.11M
|
1.24M
$371M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-20.3K- 92.68% |
$5.68M - $6.14M
|
1.6K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21.1K- 51.24% |
$5.91M - $6.38M
|
20.1K
$5.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.2K- 0.9% |
$6.23M - $6.72M
|
2.43M
$726M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-22.9K- 21.27% |
$6.4M - $6.91M
|
84.6K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-23.2K- 19.13% |
$6.5M - $7.03M
|
98.2K
$29.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25K- 1.71% |
$6.99M - $7.55M
|
1.43M
$426M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-27.3K- 68.17% |
$7.64M - $8.25M
|
12.7K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.5K- 2.78% |
$7.7M - $8.32M
|
963K
$287M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-28.3K- 0.48% |
$7.92M - $8.55M
|
5.89M
$1.76B
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-28.8K- 5.98% |
$8.08M - $8.72M
|
453K
$135M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-33.7K- 2.7% |
$9.45M - $10.2M
|
1.22M
$363M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-36.3K- 23.06% |
$10.2M - $11M
|
121K
$36.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-36.9K- 64.7% |
$10.3M - $11.2M
|
20.1K
$6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37K- 15.33% |
$10.4M - $11.2M
|
204K
$60.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.1K- 5.36% |
$10.7M - $11.5M
|
673K
$200M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-42.1K- 84.49% |
$11.8M - $12.7M
|
7.72K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-54.8K- 11.37% |
$15.3M - $16.6M
|
427K
$127M
|
|
|
Feb 06, 2025
Q4 2024
|
Lhm, Inc.
Sandy, UT |
SELL
|
- |
-55.9K- 11.7% |
$15.7M - $16.9M
|
422K
$126M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-60.5K- 83.24% |
$16.9M - $18.3M
|
12.2K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-69K- 5.08% |
$19.3M - $20.9M
|
1.29M
$384M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-82.4K- 23.47% |
$23.1M - $24.9M
|
269K
$80.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-85.5K- 37.2% |
$23.9M - $25.8M
|
144K
$43M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-85.5K- 99.93% |
$23.9M - $25.9M
|
63
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-89.6K- 4.53% |
$25.1M - $27.1M
|
1.89M
$563M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102K- 5.91% |
$28.5M - $30.8M
|
1.62M
$483M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-154K- 26.3% |
$43.1M - $46.5M
|
431K
$128M
|