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
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.23K+ 23.99% |
$625K - $675K
|
11.5K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.19K+ 39.31% |
$614K - $663K
|
7.77K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.17KNew |
$607K - $655K
|
2.17K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 5.01% |
$600K - $648K
|
44.9K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
2.14KNew |
$600K - $648K
|
2.14K
$638K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.13KNew |
$597K - $645K
|
2.13K
$636K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.13K+ 31.63% |
$596K - $644K
|
8.86K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.12K+ 8.26% |
$593K - $641K
|
27.8K
$8.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.1KNew |
$588K - $635K
|
2.1K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 13.94% |
$587K - $634K
|
17.1K
$5.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.09KNew |
$586K - $632K
|
2.09K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.08K+ 2.83% |
$582K - $628K
|
75.4K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.06K+ 4.02% |
$577K - $624K
|
53.3K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.06K+ 1.66% |
$576K - $622K
|
126K
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.05K+ 8.72% |
$573K - $619K
|
25.5K
$7.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.04KNew |
$572K - $618K
|
2.04K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.04KNew |
$571K - $616K
|
2.04K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 3.9% |
$570K - $615K
|
54.2K
$16.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
2.01KNew |
$561K - $606K
|
2.01K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 2.19% |
$557K - $602K
|
93K
$27.7M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.98K+ 0.56% |
$554K - $599K
|
358K
$107M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.95KNew |
$546K - $590K
|
1.95K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.95K+ 12.89% |
$546K - $589K
|
17.1K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
1.94KNew |
$543K - $587K
|
1.94K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.93K+ 4.16% |
$539K - $583K
|
48.2K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.91K+ 1.65% |
$536K - $579K
|
118K
$35.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.91K+ 7.22% |
$536K - $579K
|
28.4K
$8.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.91K+ 1.27% |
$534K - $576K
|
152K
$45.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.88K+ 45.23% |
$527K - $569K
|
6.04K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.88KNew |
$526K - $568K
|
1.88K
$560K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.87KNew |
$525K - $567K
|
1.87K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.87KNew |
$524K - $566K
|
1.87K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.86KNew |
$521K - $563K
|
1.86K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.86K+ 23.64% |
$519K - $561K
|
9.7K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.84K+ 46.78% |
$516K - $557K
|
5.78K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.82K+ 2.95% |
$511K - $552K
|
63.7K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.82K+ 23.9% |
$511K - $552K
|
9.46K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.82K+ 36.45% |
$509K - $550K
|
6.81K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.81KNew |
$507K - $547K
|
1.81K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1.8KNew |
$504K - $544K
|
1.8K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.8K+ 1.76% |
$504K - $544K
|
104K
$31.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 18.55% |
$497K - $537K
|
11.3K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.76K+ 11.68% |
$494K - $533K
|
16.9K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
BUY
|
- |
1.74KNew |
$488K - $527K
|
1.74K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.74K+ 19.58% |
$488K - $527K
|
10.6K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.7K+ 44.01% |
$477K - $515K
|
5.58K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.7K+ 2.88% |
$476K - $514K
|
60.7K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.68K+ 7.55% |
$470K - $508K
|
23.9K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.68K+ 10.35% |
$469K - $507K
|
17.9K
$5.32M
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.67K+ 79.15% |
$468K - $505K
|
3.78K
$1.13M
|