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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 2.04% |
$776K - $838K
|
133K
$34.4M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.78K- 14.66% |
$778K - $841K
|
16.2K
$4.19M
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-2.79K- 52.71% |
$782K - $845K
|
2.51K
$649K
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-2.8K- 0.71% |
$783K - $846K
|
391K
$101M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.81K- 3.42% |
$786K - $849K
|
79.2K
$20.5M
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.81K- 3.58% |
$787K - $850K
|
75.7K
$19.6M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.82K- 47.61% |
$790K - $854K
|
3.11K
$803K
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.83K- 31.61% |
$792K - $856K
|
6.12K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.84K- 27.76% |
$795K - $858K
|
7.39K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-2.85K- 7.39% |
$798K - $862K
|
35.7K
$9.25M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.86K- 46.44% |
$801K - $865K
|
3.3K
$854K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.9K- 21.44% |
$812K - $877K
|
10.6K
$2.75M
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.91K- 5.49% |
$814K - $879K
|
50.1K
$13M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.95K- 8.08% |
$826K - $893K
|
33.6K
$8.69M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.99K- 2.3% |
$838K - $905K
|
127K
$32.9M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.01K- 24.66% |
$842K - $909K
|
9.19K
$2.38M
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.03K- 18.95% |
$847K - $915K
|
12.9K
$3.35M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.06K- 0.79% |
$858K - $927K
|
385K
$99.5M
|
|
Feb 14, 2025
Q4 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-3.07K- 3.13% |
$858K - $927K
|
94.8K
$24.5M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-3.11K- 5.44% |
$870K - $940K
|
54K
$14M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.15K- 1.81% |
$883K - $954K
|
171K
$44.2M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.2K- 14.15% |
$896K - $968K
|
19.4K
$5.02M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.2K- 6.41% |
$897K - $968K
|
46.7K
$12.1M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.2K- 1.67% |
$897K - $969K
|
189K
$48.9M
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.21K- 1.56% |
$898K - $970K
|
202K
$52.2M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.25K- 5.54% |
$910K - $983K
|
55.4K
$14.3M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.26K- 10.14% |
$912K - $985K
|
28.8K
$7.46M
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.3K- 20.55% |
$923K - $997K
|
12.7K
$3.3M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.38K- 22.4% |
$947K - $1.02M
|
11.7K
$3.03M
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.39K- 75.14% |
$948K - $1.02M
|
1.12K
$290K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.39K- 6.74% |
$949K - $1.02M
|
46.9K
$12.1M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.44K- 2.19% |
$964K - $1.04M
|
154K
$39.8M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.46K- 37.59% |
$968K - $1.05M
|
5.74K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 2.94% |
$969K - $1.05M
|
114K
$29.5M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.53K- 33.08% |
$990K - $1.07M
|
7.15K
$1.85M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.55K- 70.1% |
$994K - $1.07M
|
1.51K
$391K
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.59K- 80.85% |
$1.01M - $1.09M
|
850
$220K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.62K- 1.6% |
$1.01M - $1.09M
|
222K
$57.5M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.64K- 5.02% |
$1.02M - $1.1M
|
68.9K
$17.8M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-3.64K- 3.65% |
$1.02M - $1.1M
|
96.1K
$24.9M
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.71K- 29.41% |
$1.04M - $1.12M
|
8.91K
$2.3M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.71K- 17.06% |
$1.04M - $1.12M
|
18.1K
$4.67M
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3.8K- 3.74% |
$1.06M - $1.15M
|
97.7K
$25.3M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.8K- 18.54% |
$1.06M - $1.15M
|
16.7K
$4.32M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.82K- 2.27% |
$1.07M - $1.15M
|
164K
$42.5M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.84K- 1.57% |
$1.08M - $1.16M
|
240K
$62.2M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.86K- 4.67% |
$1.08M - $1.17M
|
78.7K
$20.4M
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.86K- 45.99% |
$1.08M - $1.17M
|
4.54K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.88K- 53.06% |
$1.09M - $1.17M
|
3.43K
$889K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.91K- 3.82% |
$1.1M - $1.18M
|
98.4K
$25.5M
|