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
|
Essex Savings Bank
|
BUY
|
- |
2.28K+ 52.07% |
$638K - $689K
|
6.65K
$1.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.27K+ 2.85% |
$634K - $685K
|
81.8K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 28.43% |
$633K - $684K
|
10.2K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.26K+ 21.64% |
$632K - $683K
|
12.7K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.26K+ 1.12% |
$632K - $682K
|
204K
$61M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.24K+ 26.1% |
$627K - $677K
|
10.8K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.23K+ 23.99% |
$625K - $675K
|
11.5K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.17KNew |
$607K - $655K
|
2.17K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
2.14KNew |
$600K - $648K
|
2.14K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.13KNew |
$597K - $645K
|
2.13K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.12K+ 8.26% |
$593K - $641K
|
27.8K
$8.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.1KNew |
$588K - $635K
|
2.1K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.06K+ 4.02% |
$577K - $624K
|
53.3K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.04KNew |
$571K - $616K
|
2.04K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 3.9% |
$570K - $615K
|
54.2K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 2.19% |
$557K - $602K
|
93K
$27.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.95K+ 12.89% |
$546K - $589K
|
17.1K
$5.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
1.94KNew |
$543K - $587K
|
1.94K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.91K+ 7.22% |
$536K - $579K
|
28.4K
$8.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.91K+ 1.27% |
$534K - $576K
|
152K
$45.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.88KNew |
$526K - $568K
|
1.88K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.87KNew |
$525K - $567K
|
1.87K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.87KNew |
$524K - $566K
|
1.87K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.86K+ 23.64% |
$519K - $561K
|
9.7K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.84K+ 46.78% |
$516K - $557K
|
5.78K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.82K+ 2.95% |
$511K - $552K
|
63.7K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.81KNew |
$507K - $547K
|
1.81K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.8KNew |
$504K - $544K
|
1.8K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 18.55% |
$497K - $537K
|
11.3K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.76K+ 11.68% |
$494K - $533K
|
16.9K
$5.03M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
BUY
|
- |
1.74KNew |
$488K - $527K
|
1.74K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.74K+ 19.58% |
$488K - $527K
|
10.6K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.7K+ 44.01% |
$477K - $515K
|
5.58K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.7K+ 2.88% |
$476K - $514K
|
60.7K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.68K+ 7.55% |
$470K - $508K
|
23.9K
$7.13M
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.67K+ 79.15% |
$468K - $505K
|
3.78K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.66K+ 30.31% |
$466K - $503K
|
7.15K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.66K+ 6.37% |
$465K - $502K
|
27.7K
$8.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.66K+ 5.95% |
$464K - $501K
|
29.5K
$8.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.66K+ 7.87% |
$464K - $501K
|
22.7K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.63KNew |
$457K - $494K
|
1.63K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.58K+ 346.93% |
$443K - $478K
|
2.04K
$609K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.57K+ 7.16% |
$439K - $474K
|
23.4K
$7M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.56KNew |
$437K - $472K
|
1.56K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.54K+ 21.42% |
$431K - $466K
|
8.73K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.53K+ 0.27% |
$429K - $463K
|
573K
$171M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.5K+ 4.66% |
$421K - $455K
|
33.8K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5K+ 10.31% |
$421K - $454K
|
16.1K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.5KNew |
$420K - $454K
|
1.5K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.49K+ 4.51% |
$418K - $451K
|
34.6K
$10.3M
|