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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.4M+ 28506.53% |
$4.3B - $4.64B
|
15.4M
$4.6B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.7M+ 27589.54% |
$3B - $3.24B
|
10.7M
$3.21B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
7.79M+ 27958.88% |
$2.18B - $2.36B
|
7.82M
$2.33B
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03M+ 89.28% |
$288M - $311M
|
2.18M
$652M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
519KNew |
$145M - $157M
|
519K
$155M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
335K+ 19.14% |
$93.9M - $101M
|
2.09M
$623M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
274K+ 6.93% |
$76.7M - $82.9M
|
4.23M
$1.26B
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
236KNew |
$66M - $71.3M
|
236K
$70.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
225K+ 693.03% |
$63.1M - $68.1M
|
258K
$76.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
165K+ 328.28% |
$46.3M - $50M
|
215K
$64.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
158KNew |
$44.4M - $47.9M
|
158K
$47.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
154KNew |
$43.2M - $46.7M
|
154K
$46.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
148KNew |
$41.5M - $44.8M
|
148K
$44.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
133KNew |
$37.2M - $40.2M
|
133K
$39.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
130KNew |
$36.3M - $39.2M
|
130K
$38.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 13.92% |
$33.4M - $36M
|
975K
$291M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
109K+ 21.82% |
$30.7M - $33.1M
|
611K
$182M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
101KNew |
$28.4M - $30.7M
|
101K
$30.3M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
97.3K+ 311.86% |
$27.3M - $29.4M
|
129K
$38.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
97.2K+ 12.05% |
$27.2M - $29.4M
|
904K
$270M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
87KNew |
$24.4M - $26.3M
|
87K
$26M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
70.4KNew |
$19.7M - $21.3M
|
70.4K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
65.9K+ 130.05% |
$18.5M - $19.9M
|
117K
$34.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
63KNew |
$17.6M - $19M
|
63K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
60.5K+ 2534.77% |
$16.9M - $18.3M
|
62.9K
$18.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58.6K+ 30.71% |
$16.4M - $17.7M
|
249K
$74.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
54.4KNew |
$15.2M - $16.5M
|
54.4K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
54.4K+ 20.85% |
$15.2M - $16.4M
|
315K
$94.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
53.5KNew |
$15M - $16.2M
|
53.5K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
53.1KNew |
$14.9M - $16.1M
|
53.1K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
52.1KNew |
$14.6M - $15.8M
|
52.1K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50.1K+ 69.3% |
$14M - $15.2M
|
122K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
48.3K+ 8.26% |
$13.5M - $14.6M
|
633K
$189M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
48KNew |
$13.4M - $14.5M
|
48K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.1KNew |
$13.2M - $14.2M
|
47.1K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
46.7K+ 29.96% |
$13.1M - $14.1M
|
203K
$60.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
45KNew |
$12.6M - $13.6M
|
45K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
41.4KNew |
$11.6M - $12.5M
|
41.4K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.7KNew |
$11.4M - $12.3M
|
40.7K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
40.3KNew |
$11.3M - $12.2M
|
40.3K
$12M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40KNew |
$11.2M - $12.1M
|
40K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
39.8K+ 0.51% |
$11.1M - $12M
|
7.87M
$2.35B
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
39.6K+ 13.37% |
$11.1M - $12M
|
336K
$100M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
39K+ 3.53% |
$10.9M - $11.8M
|
1.15M
$342M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
33.9K+ 8.15% |
$9.51M - $10.3M
|
450K
$134M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32.8K+ 72.92% |
$9.19M - $9.92M
|
77.8K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31.2K+ 101.95% |
$8.75M - $9.45M
|
61.9K
$18.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28.8K+ 122.39% |
$8.07M - $8.71M
|
52.3K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
28.7K+ 7.3% |
$8.04M - $8.68M
|
422K
$126M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
27.7KNew |
$7.75M - $8.37M
|
27.7K
$8.26M
|