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 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.1KNew |
$13.2M - $14.2M
|
47.1K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
46.7K+ 29.96% |
$13.1M - $14.1M
|
203K
$60.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.1K+ 9.5% |
$12.9M - $13.9M
|
532K
$158M
|
|
|
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
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.7KNew |
$11.4M - $12.3M
|
40.7K
$12.1M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
39K+ 42.97% |
$10.9M - $11.8M
|
130K
$38.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
34.7KNew |
$9.73M - $10.5M
|
34.7K
$10.3M
|
|
|
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
$18.4M
|
|
|
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
$8.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.4K+ 5.46% |
$7.67M - $8.28M
|
529K
$158M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
26.8K+ 7.64% |
$7.5M - $8.1M
|
378K
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
26.3KNew |
$7.36M - $7.95M
|
26.3K
$7.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
25.8K+ 133.07% |
$7.23M - $7.81M
|
45.2K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.1K+ 72.15% |
$7.04M - $7.6M
|
59.9K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.1K+ 55.04% |
$7.03M - $7.59M
|
70.7K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.7K+ 12.45% |
$6.91M - $7.47M
|
223K
$66.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
24.3K+ 17.67% |
$6.81M - $7.36M
|
162K
$48.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
24.2K+ 176.03% |
$6.77M - $7.32M
|
37.9K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
22.2K+ 56.09% |
$6.21M - $6.71M
|
61.7K
$18.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
21.4K+ 172.92% |
$6M - $6.48M
|
33.8K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
21.4K+ 578.33% |
$6M - $6.48M
|
25.1K
$7.49M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
21.3K+ 6.56% |
$5.97M - $6.44M
|
346K
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 8.99% |
$5.95M - $6.43M
|
258K
$76.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.2K+ 1320.9% |
$5.93M - $6.4M
|
22.8K
$6.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20.8KNew |
$5.83M - $6.29M
|
20.8K
$6.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
19.8KNew |
$5.54M - $5.99M
|
19.8K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
18.7K+ 5.98% |
$5.24M - $5.66M
|
332K
$99M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
18.5K+ 8.06% |
$5.17M - $5.58M
|
247K
$73.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18.4K+ 33.93% |
$5.14M - $5.55M
|
72.5K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.2K+ 84.0% |
$5.09M - $5.49M
|
39.8K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
18.1K+ 117.45% |
$5.06M - $5.46M
|
33.4K
$9.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7K+ 8.82% |
$4.96M - $5.36M
|
218K
$65.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17.4KNew |
$4.87M - $5.26M
|
17.4K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
17.2KNew |
$4.82M - $5.21M
|
17.2K
$5.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.9K+ 26.57% |
$4.74M - $5.12M
|
80.7K
$24M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
15.7KNew |
$4.39M - $4.74M
|
15.7K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
15.3K+ 12.59% |
$4.29M - $4.64M
|
137K
$40.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.3K+ 78.23% |
$4.27M - $4.61M
|
34.7K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.1K+ 18.45% |
$4.22M - $4.55M
|
96.7K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
15K+ 2.8% |
$4.19M - $4.52M
|
550K
$164M
|