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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 10.44% |
$2.29M - $2.47M
|
86.5K
$22.4M
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
8.17K+ 5.47% |
$2.29M - $2.47M
|
158K
$40.8M
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
8.16K+ 23.7% |
$2.29M - $2.47M
|
42.6K
$11M
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
8.12KNew |
$2.27M - $2.46M
|
8.12K
$2.1M
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.04KNew |
$2.25M - $2.43M
|
8.04K
$2.08M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
8.04K+ 17.76% |
$2.25M - $2.43M
|
53.3K
$13.8M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.04K+ 55.35% |
$2.25M - $2.43M
|
22.6K
$5.84M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.02KNew |
$2.25M - $2.43M
|
8.02K
$2.08M
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8K+ 7.02% |
$2.24M - $2.42M
|
122K
$31.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8K+ 14.63% |
$2.24M - $2.42M
|
62.7K
$16.2M
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
7.84KNew |
$2.2M - $2.37M
|
7.84K
$2.03M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.84K+ 66.47% |
$2.2M - $2.37M
|
19.6K
$5.08M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
7.82K+ 2.21% |
$2.19M - $2.36M
|
362K
$93.7M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
7.63KNew |
$2.14M - $2.31M
|
7.63K
$1.98M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.62KNew |
$2.13M - $2.3M
|
7.62K
$1.97M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
7.55K+ 311.26% |
$2.11M - $2.28M
|
9.97K
$2.58M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.49KNew |
$2.1M - $2.27M
|
7.49K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.46KNew |
$2.09M - $2.26M
|
7.46K
$1.93M
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
7.46KNew |
$2.09M - $2.26M
|
7.46K
$1.93M
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
7.38K+ 137.88% |
$2.07M - $2.23M
|
12.7K
$3.3M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.36K+ 6.5% |
$2.06M - $2.22M
|
121K
$31.2M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.33KNew |
$2.05M - $2.22M
|
7.33K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
7.3K+ 10.16% |
$2.04M - $2.21M
|
79.1K
$20.5M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.29K+ 4.19% |
$2.04M - $2.2M
|
181K
$46.8M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
7.26K+ 1.5% |
$2.03M - $2.2M
|
492K
$127M
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
7.18KNew |
$2.01M - $2.17M
|
7.18K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
7.13KNew |
$2M - $2.16M
|
7.13K
$1.85M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.13K+ 3.42% |
$2M - $2.16M
|
216K
$55.8M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.12K+ 37.24% |
$1.99M - $2.15M
|
26.2K
$6.79M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.07K+ 165.85% |
$1.98M - $2.14M
|
11.3K
$2.93M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.02K+ 72.97% |
$1.96M - $2.12M
|
16.6K
$4.3M
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
7.01KNew |
$1.96M - $2.12M
|
7.01K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
6.98KNew |
$1.95M - $2.11M
|
6.98K
$1.81M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.9K+ 13.04% |
$1.93M - $2.09M
|
59.8K
$15.5M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.87K+ 106.1% |
$1.92M - $2.08M
|
13.4K
$3.46M
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6.86KNew |
$1.92M - $2.08M
|
6.86K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
6.82K+ 307.21% |
$1.91M - $2.06M
|
9.04K
$2.34M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.78K+ 1.43% |
$1.9M - $2.05M
|
481K
$125M
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.73KNew |
$1.88M - $2.03M
|
6.73K
$1.74M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.71K+ 27.05% |
$1.88M - $2.03M
|
31.5K
$8.15M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
6.66KNew |
$1.86M - $2.01M
|
6.66K
$1.72M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.65K+ 36.85% |
$1.86M - $2.01M
|
24.7K
$6.39M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.53K+ 6.09% |
$1.83M - $1.97M
|
114K
$29.4M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
6.51KNew |
$1.82M - $1.97M
|
6.51K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.41K+ 2.9% |
$1.79M - $1.94M
|
227K
$58.9M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
6.39KNew |
$1.79M - $1.93M
|
6.39K
$1.65M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.38KNew |
$1.79M - $1.93M
|
6.38K
$1.65M
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 622.45% |
$1.76M - $1.9M
|
7.3K
$1.89M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.27K+ 6.51% |
$1.76M - $1.9M
|
103K
$26.6M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.27K+ 4.63% |
$1.75M - $1.9M
|
141K
$36.6M
|