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 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
14.8KNew |
$4.14M - $4.48M
|
14.8K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.8K+ 2.52% |
$4.14M - $4.48M
|
602K
$156M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
14.8KNew |
$4.14M - $4.47M
|
14.8K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.6K+ 134.97% |
$4.08M - $4.41M
|
25.4K
$6.56M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.6KNew |
$4.08M - $4.41M
|
14.6K
$3.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5K+ 77.19% |
$4.07M - $4.39M
|
33.3K
$8.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
14.3KNew |
$4M - $4.32M
|
14.3K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 6.09% |
$4M - $4.32M
|
249K
$64.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
14.2KNew |
$3.99M - $4.31M
|
14.2K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
14.2K+ 89.2% |
$3.98M - $4.3M
|
30.1K
$7.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1K+ 12.61% |
$3.95M - $4.27M
|
126K
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14K+ 3.83% |
$3.91M - $4.23M
|
379K
$98M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
13.9K+ 1.7% |
$3.9M - $4.22M
|
835K
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.6K+ 9.52% |
$3.81M - $4.12M
|
157K
$40.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.5KNew |
$3.79M - $4.09M
|
13.5K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
13.5K+ 4.21% |
$3.79M - $4.09M
|
335K
$86.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
13.5K+ 5.14% |
$3.77M - $4.08M
|
275K
$71.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13.5K+ 6.98% |
$3.77M - $4.07M
|
206K
$53.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.5K+ 1.75% |
$3.77M - $4.07M
|
782K
$202M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
13.3K+ 2.65% |
$3.72M - $4.01M
|
514K
$133M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13.2KNew |
$3.7M - $4M
|
13.2K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.2K+ 6.88% |
$3.7M - $3.99M
|
205K
$53M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.2K+ 13.82% |
$3.68M - $3.98M
|
108K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
13.1KNew |
$3.67M - $3.97M
|
13.1K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13.1K+ 14.01% |
$3.66M - $3.95M
|
106K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
13KNew |
$3.64M - $3.94M
|
13K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.9KNew |
$3.6M - $3.89M
|
12.9K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
12.8K+ 13.23% |
$3.59M - $3.88M
|
110K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
12.8KNew |
$3.58M - $3.87M
|
12.8K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12.8K+ 5.91% |
$3.57M - $3.86M
|
229K
$59.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
12.7KNew |
$3.56M - $3.85M
|
12.7K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12.7K+ 7.62% |
$3.56M - $3.85M
|
180K
$46.5M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
12.7KNew |
$3.56M - $3.84M
|
12.7K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$3.56M - $3.84M
|
12.7K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
12.6KNew |
$3.53M - $3.82M
|
12.6K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
12.3KNew |
$3.46M - $3.73M
|
12.3K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.3K+ 2.6% |
$3.44M - $3.72M
|
485K
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$3.39M - $3.66M
|
12.1K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.1K+ 25.83% |
$3.39M - $3.66M
|
59K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12.1KNew |
$3.38M - $3.66M
|
12.1K
$3.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$3.38M - $3.65M
|
12.1K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12K+ 7.05% |
$3.36M - $3.63M
|
182K
$47.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
11.8K+ 68.93% |
$3.32M - $3.58M
|
29K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.8KNew |
$3.3M - $3.57M
|
11.8K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 11.75% |
$3.23M - $3.49M
|
110K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.5K+ 5.68% |
$3.21M - $3.47M
|
214K
$55.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.5K+ 829.71% |
$3.21M - $3.46M
|
12.8K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 0.72% |
$3.2M - $3.45M
|
1.59M
$411M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
11.3KNew |
$3.18M - $3.43M
|
11.3K
$2.94M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
11.2KNew |
$3.12M - $3.37M
|
11.2K
$2.89M
|