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 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.76K- 1.21% |
$493K - $532K
|
144K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.78K- 17.88% |
$498K - $538K
|
8.17K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 2.62% |
$499K - $539K
|
66.2K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.79K- 1.17% |
$500K - $540K
|
151K
$45.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.81K- 0.49% |
$507K - $547K
|
364K
$108M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.81K- 5.23% |
$508K - $549K
|
32.9K
$9.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.82K- 6.0% |
$510K - $551K
|
28.5K
$8.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.88K- 29.4% |
$527K - $569K
|
4.52K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.9K- 3.78% |
$532K - $575K
|
48.4K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.91K- 3.27% |
$535K - $578K
|
56.5K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.91K- 0.78% |
$535K - $578K
|
242K
$72M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 9.27% |
$540K - $583K
|
18.9K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.01K- 1.38% |
$563K - $609K
|
143K
$42.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.03K- 37.77% |
$567K - $613K
|
3.34K
$994K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.06K- 4.23% |
$576K - $622K
|
46.5K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.09K- 1.38% |
$586K - $633K
|
150K
$44.6M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.1K- 1.92% |
$589K - $636K
|
107K
$32M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.15K- 4.6% |
$601K - $649K
|
44.4K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.17K- 6.59% |
$608K - $657K
|
30.8K
$9.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.17K- 0.66% |
$609K - $658K
|
326K
$97.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.18K- 8.19% |
$611K - $660K
|
24.5K
$7.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.2K- 7.02% |
$615K - $664K
|
29.1K
$8.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.2K- 33.23% |
$617K - $666K
|
4.43K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.22K- 3.1% |
$622K - $672K
|
69.4K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.23K- 28.76% |
$625K - $675K
|
5.53K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.26K- 15.42% |
$633K - $684K
|
12.4K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.27K- 7.79% |
$637K - $688K
|
26.9K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.31K- 3.55% |
$646K - $698K
|
62.7K
$18.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.36K- 57.91% |
$659K - $712K
|
1.71K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.42K- 50.59% |
$678K - $732K
|
2.36K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.44K- 4.5% |
$683K - $738K
|
51.8K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-2.47K- 45.15% |
$693K - $748K
|
3K
$894K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.47K- 3.29% |
$693K - $748K
|
72.7K
$21.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.48K- 5.23% |
$694K - $750K
|
44.9K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.48K- 31.03% |
$694K - $750K
|
5.51K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-2.55K- 15.69% |
$715K - $772K
|
13.7K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.56K- 1.14% |
$717K - $774K
|
223K
$66.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.6K- 0.75% |
$727K - $785K
|
344K
$102M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.62K- 1.47% |
$734K - $792K
|
176K
$52.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.69K- 4.77% |
$752K - $812K
|
53.6K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.69K- 3.83% |
$753K - $813K
|
67.6K
$20.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 21.09% |
$758K - $818K
|
10.1K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 2.04% |
$776K - $838K
|
133K
$39.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.78K- 14.66% |
$778K - $841K
|
16.2K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-2.79K- 52.71% |
$782K - $845K
|
2.51K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-2.8K- 0.71% |
$783K - $846K
|
391K
$116M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.81K- 3.42% |
$786K - $849K
|
79.2K
$23.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.81K- 3.58% |
$787K - $850K
|
75.7K
$22.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.82K- 47.61% |
$790K - $854K
|
3.11K
$925K
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.83K- 31.61% |
$792K - $856K
|
6.12K
$1.82M
|