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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.79K+ 5.15% |
$1.06M - $1.15M
|
77.3K
$23M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.77K+ 7.1% |
$1.06M - $1.14M
|
56.9K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.76KNew |
$1.05M - $1.14M
|
3.76K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.72KNew |
$1.04M - $1.13M
|
3.72K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.7K+ 1.42% |
$1.03M - $1.12M
|
263K
$78.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
3.67K+ 7.15% |
$1.03M - $1.11M
|
55.1K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.66KNew |
$1.02M - $1.11M
|
3.66K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.64K+ 12.37% |
$1.02M - $1.1M
|
33.1K
$9.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.63K+ 2.32% |
$1.02M - $1.1M
|
160K
$47.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.62KNew |
$1.01M - $1.09M
|
3.62K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.61K+ 668.83% |
$1.01M - $1.09M
|
4.14K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.59K+ 11.63% |
$1.01M - $1.09M
|
34.5K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
3.58K+ 3.58% |
$1M - $1.08M
|
104K
$30.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.56K+ 8.35% |
$996K - $1.08M
|
46.2K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.54K+ 5.08% |
$992K - $1.07M
|
73.3K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54K+ 1.24% |
$990K - $1.07M
|
289K
$86.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
3.51K+ 7.71% |
$984K - $1.06M
|
49.1K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.48KNew |
$973K - $1.05M
|
3.48K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.46K+ 2.21% |
$969K - $1.05M
|
160K
$47.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.43K+ 149.65% |
$960K - $1.04M
|
5.72K
$1.7M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.33K+ 15.91% |
$933K - $1.01M
|
24.3K
$7.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.32KNew |
$929K - $1M
|
3.32K
$989K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.32K+ 2.31% |
$929K - $1M
|
147K
$43.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.09% |
$928K - $1M
|
308K
$91.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.3KNew |
$924K - $998K
|
3.3K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.3KNew |
$924K - $998K
|
3.3K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$922K - $996K
|
3.29K
$982K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.26KNew |
$913K - $987K
|
3.26K
$972K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.26KNew |
$913K - $986K
|
3.26K
$971K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.24K+ 43.48% |
$908K - $981K
|
10.7K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.23K+ 40.48% |
$906K - $978K
|
11.2K
$3.34M
|
|
|
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
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.21KNew |
$900K - $972K
|
3.21K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.17K+ 40.35% |
$887K - $958K
|
11K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$884K - $955K
|
3.16K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.15K+ 18.29% |
$883K - $953K
|
20.4K
$6.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
3.14KNew |
$880K - $951K
|
3.14K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.14K+ 25.47% |
$880K - $950K
|
15.5K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.14KNew |
$879K - $950K
|
3.14K
$936K
|
|
|
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
$33M
|
|
|
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
$914K
|
|
|
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
$898K
|
|
|
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
|