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 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.9K- 21.44% |
$812K - $877K
|
10.6K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.91K- 5.49% |
$814K - $879K
|
50.1K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.95K- 8.08% |
$826K - $893K
|
33.6K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.01K- 24.66% |
$842K - $909K
|
9.19K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.06K- 0.79% |
$858K - $927K
|
385K
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-3.07K- 3.13% |
$858K - $927K
|
94.8K
$28.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-3.11K- 5.44% |
$870K - $940K
|
54K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.15K- 1.81% |
$883K - $954K
|
171K
$50.8M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.2K- 14.15% |
$896K - $968K
|
19.4K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.2K- 6.41% |
$897K - $968K
|
46.7K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.2K- 1.67% |
$897K - $969K
|
189K
$56.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.21K- 1.56% |
$898K - $970K
|
202K
$60.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.25K- 5.54% |
$910K - $983K
|
55.4K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.26K- 10.14% |
$912K - $985K
|
28.8K
$8.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.3K- 20.55% |
$923K - $997K
|
12.7K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.38K- 22.4% |
$947K - $1.02M
|
11.7K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.39K- 75.14% |
$948K - $1.02M
|
1.12K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.39K- 6.74% |
$949K - $1.02M
|
46.9K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.44K- 2.19% |
$964K - $1.04M
|
154K
$45.8M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.46K- 37.59% |
$968K - $1.05M
|
5.74K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 2.94% |
$969K - $1.05M
|
114K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.53K- 33.08% |
$990K - $1.07M
|
7.15K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.55K- 70.1% |
$994K - $1.07M
|
1.51K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.59K- 80.85% |
$1.01M - $1.09M
|
850
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.62K- 1.6% |
$1.01M - $1.09M
|
222K
$66.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.64K- 5.02% |
$1.02M - $1.1M
|
68.9K
$20.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-3.64K- 3.65% |
$1.02M - $1.1M
|
96.1K
$28.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.71K- 17.06% |
$1.04M - $1.12M
|
18.1K
$5.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.8K- 18.54% |
$1.06M - $1.15M
|
16.7K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.82K- 2.27% |
$1.07M - $1.15M
|
164K
$48.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.84K- 1.57% |
$1.08M - $1.16M
|
240K
$71.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.86K- 4.67% |
$1.08M - $1.17M
|
78.7K
$23.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.91K- 3.82% |
$1.1M - $1.18M
|
98.4K
$29.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-3.91K- 8.09% |
$1.1M - $1.18M
|
44.4K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.93K- 1.23% |
$1.1M - $1.19M
|
315K
$93.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 6.48% |
$1.1M - $1.19M
|
56.7K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-3.94K- 5.25% |
$1.1M - $1.19M
|
71.2K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.96K- 26.18% |
$1.11M - $1.2M
|
11.2K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-3.96K- 8.83% |
$1.11M - $1.2M
|
40.9K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.05K- 2.97% |
$1.13M - $1.22M
|
132K
$39.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.14K- 5.43% |
$1.16M - $1.25M
|
72K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.19K- 60.26% |
$1.17M - $1.27M
|
2.76K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.24K- 7.4% |
$1.19M - $1.28M
|
53.1K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-4.25K- 19.48% |
$1.19M - $1.28M
|
17.5K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.53K- 1.02% |
$1.27M - $1.37M
|
439K
$131M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4.56K- 1.09% |
$1.28M - $1.38M
|
414K
$123M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.57K- 2.72% |
$1.28M - $1.38M
|
164K
$48.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.59K- 1.36% |
$1.28M - $1.39M
|
332K
$98.7M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-4.61K- 24.06% |
$1.29M - $1.39M
|
14.6K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4.63K- 80.49% |
$1.3M - $1.4M
|
1.12K
$334K
|