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
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
101+ 2.63% |
$28.3K - $30.5K
|
3.95K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
99+ 12.38% |
$27.7K - $29.9K
|
899
$266K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
94+ 2.89% |
$26.3K - $28.4K
|
3.34K
$990K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
84+ 4.81% |
$23.5K - $25.4K
|
1.83K
$542K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
83+ 5.86% |
$23.2K - $25.1K
|
1.5K
$444K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.26% |
$23.2K - $25.1K
|
2.63K
$779K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
83+ 3.36% |
$23.2K - $25.1K
|
2.55K
$755K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
79+ 0.03% |
$22.1K - $23.9K
|
244K
$72.4M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
75+ 1.71% |
$21K - $22.7K
|
4.46K
$1.32M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75+ 2.32% |
$21K - $22.7K
|
3.3K
$978K
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
72+ 6.06% |
$20.2K - $21.8K
|
1.26K
$373K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.22% |
$19.9K - $21.5K
|
31.7K
$9.39M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
68+ 0.62% |
$19K - $20.6K
|
11K
$3.27M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 4.41% |
$17.6K - $19.1K
|
1.49K
$442K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 5.47% |
$17.4K - $18.8K
|
1.2K
$354K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
61+ 0.57% |
$17.1K - $18.4K
|
10.9K
$3.21M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
59+ 2.97% |
$16.5K - $17.8K
|
2.05K
$606K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
59+ 2.9% |
$16.5K - $17.8K
|
2.09K
$619K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
57+ 3.18% |
$16K - $17.2K
|
1.85K
$548K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 0.82% |
$14.3K - $15.4K
|
6.25K
$1.85M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
50+ 1.19% |
$14K - $15.1K
|
4.25K
$1.26M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
44+ 129.41% |
$12.3K - $13.3K
|
78
$23.1K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
43+ 0.32% |
$12K - $13K
|
13.4K
$3.98M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
42+ 0.11% |
$11.8K - $12.7K
|
39K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
42+ 1.82% |
$11.8K - $12.7K
|
2.35K
$695K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 0.5% |
$10.9K - $11.8K
|
7.8K
$2.31M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
36+ 0.55% |
$10.1K - $10.9K
|
6.54K
$1.94M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
35+ 1.2% |
$9.8K - $10.6K
|
2.94K
$872K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
35+ 0.77% |
$9.8K - $10.6K
|
4.58K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
34+ 0.13% |
$9.52K - $10.3K
|
26.4K
$7.83M
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
33+ 0.85% |
$9.24K - $9.98K
|
3.91K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 230.77% |
$8.4K - $9.07K
|
43
$12.7K
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
30+ 1.88% |
$8.4K - $9.07K
|
1.63K
$481K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
28+ 1.66% |
$7.84K - $8.47K
|
1.72K
$508K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
28+ 0.73% |
$7.84K - $8.47K
|
3.86K
$1.14M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
28+ 3.61% |
$7.84K - $8.47K
|
804
$238K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28+ 1.77% |
$7.84K - $8.47K
|
1.61K
$477K
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25+ 1.01% |
$7K - $7.56K
|
2.49K
$738K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
25+ 0.23% |
$7K - $7.56K
|
10.8K
$3.19M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 0.04% |
$7K - $7.56K
|
58K
$17.2M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
23+ 0.05% |
$6.44K - $6.96K
|
41.9K
$12.4M
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
23+ 0.62% |
$6.44K - $6.96K
|
3.74K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
22+ 0.5% |
$6.16K - $6.65K
|
4.4K
$1.3M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
22+ 0.05% |
$6.16K - $6.65K
|
47.2K
$14M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 2.5% |
$6.16K - $6.65K
|
902
$267K
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
20+ 0.6% |
$5.6K - $6.05K
|
3.35K
$991K
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
20+ 0.14% |
$5.6K - $6.05K
|
14.2K
$4.22M
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
19+ 0.23% |
$5.32K - $5.75K
|
8.27K
$2.45M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 2.16% |
$5.04K - $5.44K
|
853
$253K
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
18+ 0.12% |
$5.04K - $5.44K
|
15.5K
$4.6M
|