Institutional Ownership Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI). We have compiled data on the 3,446 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $150 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
267,536
shares
|
$77.6 Million
0.92% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
267,423
shares
|
$77.5 Million
0.46% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
264,854
shares
|
$76.8 Million
41.17% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
264,407
shares
|
$76.6 Million
0.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
260,061
shares
|
$75.4 Million
7.92% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
259,320
shares
|
$75.2 Million
7.34% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
254,948
shares
|
$73.9 Million
8.69% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
252,617
shares
|
$73.2 Million
3.95% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
251,292
shares
|
$72.8 Million
16.07% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
250,658
shares
|
$72.7 Million
4.78% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
250,375
shares
|
$72.6 Million
28.36% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
244,914
shares
|
$71 Million
26.91% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
May 13, 2025 Q1 2025 |
242,779
shares
|
$70.4 Million
37.47% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
240,210
shares
|
$69.6 Million
45.25% of portfolio
|
Q1 2025
Added 42.76%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
240,015
shares
|
$69.6 Million
7.33% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
238,024
shares
|
$69 Million
9.74% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
236,290
shares
|
$68.5 Million
0.68% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
235,424
shares
|
$68.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
234,720
shares
|
$68 Million
0.98% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
May 12, 2025 Q1 2025 |
234,370
shares
|
$67.9 Million
63.85% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
232,755
shares
|
$67.5 Million
9.29% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
231,662
shares
|
$67.2 Million
10.11% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
228,440
shares
|
$66.2 Million
25.75% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
228,389
shares
|
$66.2 Million
10.3% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
227,910
shares
|
$66.1 Million
19.99% of portfolio
|
Q1 2025
Added 2.63%
|