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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.42K- 50.59% |
$678K - $732K
|
2.36K
$714K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.44K- 4.5% |
$683K - $738K
|
51.8K
$15.6M
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-2.47K- 45.15% |
$693K - $748K
|
3K
$907K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.47K- 3.29% |
$693K - $748K
|
72.7K
$21.9M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.48K- 5.23% |
$694K - $750K
|
44.9K
$13.6M
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.48K- 31.03% |
$694K - $750K
|
5.51K
$1.66M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-2.55K- 15.69% |
$715K - $772K
|
13.7K
$4.14M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.56K- 1.14% |
$717K - $774K
|
223K
$67.2M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.6K- 0.75% |
$727K - $785K
|
344K
$104M
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.62K- 1.47% |
$734K - $792K
|
176K
$53.1M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.69K- 4.77% |
$752K - $812K
|
53.6K
$16.2M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.69K- 3.83% |
$753K - $813K
|
67.6K
$20.4M
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 21.09% |
$758K - $818K
|
10.1K
$3.06M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 2.04% |
$776K - $838K
|
133K
$40.1M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.78K- 14.66% |
$778K - $841K
|
16.2K
$4.88M
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-2.79K- 52.71% |
$782K - $845K
|
2.51K
$757K
|
|
Jan 15, 2025
Q4 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-2.8K- 0.71% |
$783K - $846K
|
391K
$118M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.81K- 3.42% |
$786K - $849K
|
79.2K
$23.9M
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.81K- 3.58% |
$787K - $850K
|
75.7K
$22.8M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.82K- 47.61% |
$790K - $854K
|
3.11K
$937K
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.83K- 31.61% |
$792K - $856K
|
6.12K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.84K- 27.76% |
$795K - $858K
|
7.39K
$2.23M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-2.85K- 7.39% |
$798K - $862K
|
35.7K
$10.8M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.86K- 46.44% |
$801K - $865K
|
3.3K
$996K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.9K- 21.44% |
$812K - $877K
|
10.6K
$3.21M
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-2.91K- 5.49% |
$814K - $879K
|
50.1K
$15.1M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.95K- 8.08% |
$826K - $893K
|
33.6K
$10.1M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.01K- 24.66% |
$842K - $909K
|
9.19K
$2.77M
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.03K- 18.95% |
$847K - $915K
|
12.9K
$3.91M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.06K- 0.79% |
$858K - $927K
|
385K
$116M
|
|
Feb 14, 2025
Q4 2024
|
Ebor Charitable Trust
Jackson, WY |
SELL
|
- |
-3.07K- 3.13% |
$858K - $927K
|
94.8K
$28.6M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-3.11K- 5.44% |
$870K - $940K
|
54K
$16.3M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.15K- 1.81% |
$883K - $954K
|
171K
$51.5M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.2K- 14.15% |
$896K - $968K
|
19.4K
$5.86M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.2K- 6.41% |
$897K - $968K
|
46.7K
$14.1M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.2K- 1.67% |
$897K - $969K
|
189K
$57.1M
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.21K- 1.56% |
$898K - $970K
|
202K
$60.9M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.25K- 5.54% |
$910K - $983K
|
55.4K
$16.7M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.26K- 10.14% |
$912K - $985K
|
28.8K
$8.71M
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.3K- 20.55% |
$923K - $997K
|
12.7K
$3.85M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.38K- 22.4% |
$947K - $1.02M
|
11.7K
$3.54M
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.39K- 75.14% |
$948K - $1.02M
|
1.12K
$338K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.39K- 6.74% |
$949K - $1.02M
|
46.9K
$14.2M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.44K- 2.19% |
$964K - $1.04M
|
154K
$46.4M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.46K- 37.59% |
$968K - $1.05M
|
5.74K
$1.73M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 2.94% |
$969K - $1.05M
|
114K
$34.5M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-3.53K- 33.08% |
$990K - $1.07M
|
7.15K
$2.16M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.55K- 70.1% |
$994K - $1.07M
|
1.51K
$457K
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.59K- 80.85% |
$1.01M - $1.09M
|
850
$257K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.62K- 1.6% |
$1.01M - $1.09M
|
222K
$67M
|