Latest Institutional Purchases of Vanguard Total Stock Market Et (VTI)
This list provides information on the latest institutional transactions involving Vanguard Total Stock Market Et (VTI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
970New |
$272K - $293K
|
970
$296K
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
899New |
$252K - $272K
|
899
$274K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
888New |
$249K - $269K
|
888
$271K
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
875New |
$245K - $265K
|
875
$267K
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
862New |
$241K - $261K
|
862
$263K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
831New |
$233K - $251K
|
831
$253K
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
831New |
$233K - $251K
|
831
$253K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
829+ 10.28% |
$232K - $251K
|
8.89K
$2.71M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
795New |
$223K - $240K
|
795
$242K
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
785New |
$220K - $237K
|
785
$239K
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
784New |
$220K - $237K
|
784
$239K
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
780New |
$218K - $236K
|
780
$238K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
773New |
$216K - $234K
|
773
$236K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
745New |
$209K - $225K
|
745
$227K
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
738New |
$207K - $223K
|
738
$225K
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
734New |
$206K - $222K
|
734
$224K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
732+ 35.92% |
$205K - $221K
|
2.77K
$844K
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
727New |
$204K - $220K
|
727
$222K
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
724New |
$203K - $219K
|
724
$221K
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
723New |
$202K - $219K
|
723
$220K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
714New |
$200K - $216K
|
714
$218K
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
705New |
$197K - $213K
|
705
$215K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
702New |
$197K - $212K
|
702
$214K
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
702New |
$197K - $212K
|
702
$214K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
696New |
$195K - $211K
|
696
$212K
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
695New |
$195K - $210K
|
695
$212K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
693New |
$194K - $210K
|
693
$211K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
653New |
$183K - $197K
|
653
$199K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
642+ 2.58% |
$180K - $194K
|
25.5K
$7.78M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
600+ 7.52% |
$168K - $181K
|
8.57K
$2.61M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
574New |
$161K - $174K
|
574
$175K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
572+ 1.87% |
$160K - $173K
|
31.2K
$9.51M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
543+ 3.04% |
$152K - $164K
|
18.4K
$5.61M
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
521New |
$146K - $158K
|
521
$159K
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
506+ 19.77% |
$142K - $153K
|
3.07K
$934K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
481+ 3.69% |
$135K - $145K
|
13.5K
$4.12M
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
446New |
$125K - $135K
|
446
$136K
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
425+ 55.05% |
$119K - $129K
|
1.2K
$365K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
422+ 3.79% |
$118K - $128K
|
11.5K
$3.52M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
405New |
$113K - $122K
|
405
$123K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
400+ 4.82% |
$112K - $121K
|
8.7K
$2.65M
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
385New |
$108K - $116K
|
385
$117K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
381+ 8.84% |
$107K - $115K
|
4.69K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
365New |
$102K - $110K
|
365
$111K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
351+ 2.8% |
$98.3K - $106K
|
12.9K
$3.93M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
342New |
$95.8K - $103K
|
342
$104K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
342+ 4.2% |
$95.8K - $103K
|
8.48K
$2.58M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
336New |
$94.1K - $102K
|
336
$102K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
235+ 5.99% |
$65.8K - $71.1K
|
4.16K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
234+ 19.66% |
$65.5K - $70.8K
|
1.42K
$434K
|