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 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-756- 7.57% |
$212K - $229K
|
9.23K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-756- 44.06% |
$212K - $229K
|
960
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-769- 0.78% |
$215K - $233K
|
97.6K
$29.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-771- 4.39% |
$216K - $233K
|
16.8K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-772- 4.36% |
$216K - $233K
|
16.9K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-783- 2.44% |
$219K - $237K
|
31.3K
$9.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-794- 1.23% |
$222K - $240K
|
63.8K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-795- 9.82% |
$223K - $240K
|
7.3K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-800- 4.02% |
$224K - $242K
|
19.1K
$5.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-805- 23.09% |
$225K - $243K
|
2.68K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-811- 5.13% |
$227K - $245K
|
15K
$4.47M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-815- 0.37% |
$228K - $246K
|
217K
$64.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-818- 0.8% |
$229K - $247K
|
101K
$30.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-824- 2.32% |
$231K - $249K
|
34.8K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-824- 49.91% |
$231K - $249K
|
827
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-827- 4.25% |
$232K - $250K
|
18.7K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-836- 1.24% |
$234K - $253K
|
66.6K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-837- 0.72% |
$234K - $253K
|
116K
$34.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-842- 1.69% |
$236K - $255K
|
49K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-845- 6.19% |
$237K - $256K
|
12.8K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-863- 7.32% |
$242K - $261K
|
10.9K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-864- 5.8% |
$242K - $261K
|
14K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-866- 4.15% |
$243K - $262K
|
20K
$5.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-868- 1.41% |
$243K - $263K
|
60.7K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-882- 0.13% |
$247K - $267K
|
662K
$197M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-889- 20.15% |
$249K - $269K
|
3.52K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-889- 29.77% |
$249K - $269K
|
2.1K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-893- 3.05% |
$250K - $270K
|
28.4K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-898- 7.76% |
$251K - $272K
|
10.7K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-900- 13.16% |
$252K - $272K
|
5.94K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-923- 2.82% |
$258K - $279K
|
31.8K
$9.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-925- 2.04% |
$259K - $280K
|
44.4K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-949- 3.72% |
$266K - $287K
|
24.5K
$7.31M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-952- 4.69% |
$267K - $288K
|
19.4K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-967- 9.67% |
$271K - $292K
|
9.03K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-999- 3.65% |
$280K - $302K
|
26.3K
$7.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.01K- 0.99% |
$282K - $305K
|
101K
$30M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.01K- 9.41% |
$282K - $305K
|
9.7K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.03K- 0.61% |
$287K - $310K
|
166K
$49.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.04K- 1.2% |
$291K - $314K
|
85.2K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.05K- 29.78% |
$294K - $318K
|
2.48K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.06K- 3.43% |
$297K - $321K
|
29.9K
$8.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 0.9% |
$298K - $322K
|
118K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.07K- 3.36% |
$300K - $325K
|
30.9K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.35% |
$301K - $325K
|
78.2K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.08K- 11.51% |
$303K - $327K
|
8.31K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.09K- 3.35% |
$305K - $330K
|
31.5K
$9.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.11K- 8.85% |
$309K - $334K
|
11.4K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.11K- 4.61% |
$310K - $335K
|
22.9K
$6.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.11K- 8.97% |
$312K - $337K
|
11.3K
$3.37M
|