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
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.46K+ 2.21% |
$969K - $1.05M
|
160K
$47.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.43K+ 149.65% |
$960K - $1.04M
|
5.72K
$1.71M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.4K+ 11.11% |
$951K - $1.03M
|
34K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
3.39K+ 163.2% |
$950K - $1.03M
|
5.47K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.09% |
$928K - $1M
|
308K
$92.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.3KNew |
$924K - $998K
|
3.3K
$985K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$922K - $996K
|
3.29K
$983K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.26KNew |
$913K - $986K
|
3.26K
$973K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.23K+ 40.48% |
$906K - $978K
|
11.2K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.22K+ 10.12% |
$900K - $972K
|
35K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.22K+ 17.23% |
$900K - $972K
|
21.9K
$6.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 40.35% |
$887K - $958K
|
11K
$3.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$884K - $955K
|
3.16K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.15K+ 18.29% |
$883K - $953K
|
20.4K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
3.14KNew |
$880K - $951K
|
3.14K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.14K+ 25.47% |
$880K - $950K
|
15.5K
$4.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.14KNew |
$879K - $950K
|
3.14K
$938K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.14K+ 4.27% |
$878K - $948K
|
76.5K
$22.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.08K+ 2.86% |
$862K - $931K
|
111K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 9.87% |
$862K - $931K
|
34.3K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.07KNew |
$859K - $928K
|
3.07K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.03K+ 34.03% |
$849K - $917K
|
11.9K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.01KNew |
$843K - $911K
|
3.01K
$899K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3K+ 9.64% |
$839K - $906K
|
34.1K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.98K+ 24.64% |
$835K - $902K
|
15.1K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.98K+ 10.48% |
$835K - $902K
|
31.4K
$9.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.97KNew |
$831K - $898K
|
2.97K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.96K+ 2.52% |
$829K - $896K
|
120K
$35.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.95K+ 2.61% |
$826K - $892K
|
116K
$34.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.89KNew |
$810K - $875K
|
2.89K
$863K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.89K+ 11.18% |
$810K - $874K
|
28.7K
$8.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.83K+ 3.51% |
$793K - $857K
|
83.5K
$24.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 14.85% |
$763K - $824K
|
21.1K
$6.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.69KNew |
$754K - $814K
|
2.69K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.66K+ 14.67% |
$745K - $805K
|
20.8K
$6.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.64K+ 16.51% |
$739K - $798K
|
18.6K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.63KNew |
$735K - $794K
|
2.63K
$784K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.61K+ 97.83% |
$732K - $791K
|
5.29K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.6KNew |
$729K - $787K
|
2.6K
$777K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.6KNew |
$728K - $786K
|
2.6K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.59KNew |
$724K - $782K
|
2.59K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.57K+ 9.78% |
$720K - $778K
|
28.9K
$8.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.56KNew |
$717K - $775K
|
2.56K
$765K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.54K+ 34.7% |
$711K - $768K
|
9.86K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
2.51K+ 1.04% |
$704K - $760K
|
244K
$72.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.44KNew |
$683K - $738K
|
2.44K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.42K+ 14.59% |
$678K - $733K
|
19K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.41K+ 13.62% |
$676K - $730K
|
20.1K
$6.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.41K+ 27.0% |
$675K - $729K
|
11.3K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.37K+ 4.35% |
$662K - $715K
|
56.8K
$16.9M
|