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 3,445 institutions that hold shares in the stock, with a total of 517 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 |
---|---|---|---|---|---|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,517,901
shares
|
$440 Million
11.78% of portfolio
|
Q1 2025
Added 2.34%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
1,444,787
shares
|
$419 Million
29.83% of portfolio
|
Q1 2025
Added 0.99%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,384,395
shares
|
$401 Million
0.89% of portfolio
|
Q1 2025
Added 17.25%
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,344,381
shares
|
$390 Million
0.64% of portfolio
|
Q1 2025
Added 66.83%
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,295,525
shares
|
$376 Million
23.99% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,274,391
shares
|
$369 Million
13.61% of portfolio
|
Q1 2025
Added 1.65%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
1,246,448
shares
|
$361 Million
4.15% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,233,069
shares
|
$357 Million
35.03% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,230,413
shares
|
$357 Million
9.42% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
1,177,538
shares
|
$341 Million
20.39% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,132,614
shares
|
$328 Million
0.52% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,131,593
shares
|
$328 Million
5.41% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,115,124
shares
|
$323 Million
1.95% of portfolio
|
Q1 2025
Reduced 48.93%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,090,943
shares
|
$316 Million
2.83% of portfolio
|
Q3 2024
Added 2.39%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,070,903
shares
|
$310 Million
0.6% of portfolio
|
Q1 2025
Added 5.73%
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,064,573
shares
|
$309 Million
8.84% of portfolio
|
Q1 2025
Added 27.51%
|
|
Novo Holdings
Hellerup, G7 |
May 15, 2025 Q1 2025 |
1,038,550
shares
|
$301 Million
25.67% of portfolio
|
Q2 2024
New holding
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
960,904
shares
|
$279 Million
16.6% of portfolio
|
Q1 2025
Added 1.06%
|
|
Symetra Investment Management CO
Farmington, CT |
May 12, 2025 Q1 2025 |
947,140
shares
|
$275 Million
64.04% of portfolio
|
Q1 2025
Added 18.05%
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
902,865
shares
|
$262 Million
1.37% of portfolio
|
Q1 2025
Added 32.08%
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
902,459
shares
|
$262 Million
24.64% of portfolio
|
Q1 2025
Added 2.67%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
898,657
shares
|
$261 Million
3.43% of portfolio
|
Q4 2022
Reduced 19.55%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
897,227
shares
|
$260 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
896,014
shares
|
$260 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
888,197
shares
|
$257 Million
54.52% of portfolio
|
Q1 2025
Reduced 2.4%
|