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 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
131+ 9.7% |
$36.7K - $39.6K
|
1.48K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
130+ 6.62% |
$36.4K - $39.3K
|
2.1K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
130+ 0.44% |
$36.4K - $39.3K
|
29.5K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
129+ 0.82% |
$36.1K - $39K
|
15.8K
$4.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
129+ 4.18% |
$36.1K - $39K
|
3.22K
$960K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
125+ 2.99% |
$35K - $37.8K
|
4.3K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
125+ 7.54% |
$35K - $37.8K
|
1.78K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
124+ 4.25% |
$34.7K - $37.5K
|
3.04K
$909K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
124+ 15.5% |
$34.7K - $37.5K
|
924
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
124+ 2.42% |
$34.7K - $37.5K
|
5.25K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
123+ 7.27% |
$34.4K - $37.2K
|
1.82K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
122+ 5.57% |
$34.2K - $36.9K
|
2.31K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
120+ 2.0% |
$33.6K - $36.3K
|
6.13K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
119+ 0.43% |
$33.3K - $36K
|
27.7K
$8.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
119+ 0.88% |
$33.3K - $36K
|
13.7K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
115New |
$32.2K - $34.8K
|
115
$34.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
115+ 3.44% |
$32.2K - $34.8K
|
3.46K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
114+ 13.73% |
$31.9K - $34.5K
|
944
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
113New |
$31.6K - $34.2K
|
113
$33.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
111+ 0.25% |
$31.1K - $33.6K
|
44.6K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111+ 3.32% |
$31.1K - $33.6K
|
3.46K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
110+ 2.33% |
$30.8K - $33.3K
|
4.83K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
108+ 6.01% |
$30.2K - $32.7K
|
1.91K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
104+ 2.18% |
$29.1K - $31.5K
|
4.87K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
103+ 9.07% |
$28.8K - $31.2K
|
1.24K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102+ 66.67% |
$28.6K - $30.8K
|
255
$76.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
102+ 1.79% |
$28.6K - $30.8K
|
5.79K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
101+ 2.63% |
$28.3K - $30.5K
|
3.95K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
101+ 0.03% |
$28.3K - $30.5K
|
308K
$92M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
99+ 12.38% |
$27.7K - $29.9K
|
899
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
97+ 1.91% |
$27.2K - $29.3K
|
5.18K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
94+ 2.89% |
$26.3K - $28.4K
|
3.34K
$998K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
92+ 5.8% |
$25.8K - $27.8K
|
1.68K
$501K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
91+ 0.11% |
$25.5K - $27.5K
|
83.5K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
89+ 2.97% |
$24.9K - $26.9K
|
3.08K
$921K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
88+ 5.98% |
$24.6K - $26.6K
|
1.56K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
87+ 0.46% |
$24.4K - $26.3K
|
19K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.99% |
$24.4K - $26.3K
|
8.85K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
85+ 0.6% |
$23.8K - $25.7K
|
14.4K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
85+ 0.43% |
$23.8K - $25.7K
|
19.9K
$5.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
85+ 3.76% |
$23.8K - $25.7K
|
2.34K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
84+ 4.81% |
$23.5K - $25.4K
|
1.83K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
83+ 3.36% |
$23.2K - $25.1K
|
2.55K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.26% |
$23.2K - $25.1K
|
2.63K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
83+ 5.86% |
$23.2K - $25.1K
|
1.5K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
83+ 2.65% |
$23.2K - $25.1K
|
3.21K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
83+ 6.18% |
$23.2K - $25.1K
|
1.43K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
80+ 0.98% |
$22.4K - $24.2K
|
8.21K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
79+ 0.03% |
$22.1K - $23.9K
|
244K
$72.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
79+ 4.91% |
$22.1K - $23.9K
|
1.69K
$504K
|