Purchases and Sales Made in Q1 2025 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.67K+ 23.36% |
$453K - $507K
|
8.83K
$2.56M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.67KNew |
$452K - $505K
|
1.67K
$483K
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.66K+ 15.55% |
$449K - $502K
|
12.3K
$3.57M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.65K+ 15.9% |
$447K - $499K
|
12K
$3.48M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.64K+ 0.37% |
$444K - $496K
|
446K
$129M
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.64K+ 18.77% |
$444K - $496K
|
10.4K
$3M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.63K+ 69.45% |
$441K - $493K
|
3.97K
$1.15M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.63K+ 27.79% |
$441K - $493K
|
7.48K
$2.17M
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.62KNew |
$438K - $490K
|
1.62K
$469K
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.62KNew |
$438K - $490K
|
1.62K
$469K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.61K+ 2.91% |
$437K - $488K
|
57K
$16.5M
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.58K+ 0.63% |
$428K - $479K
|
250K
$72.6M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.57K+ 12.01% |
$426K - $477K
|
14.7K
$4.25M
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.57K+ 1.16% |
$425K - $476K
|
137K
$39.8M
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.57KNew |
$424K - $474K
|
1.57K
$454K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.54K+ 0.7% |
$417K - $466K
|
220K
$63.8M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.54K+ 38.64% |
$417K - $466K
|
5.52K
$1.6M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.53K+ 5.52% |
$416K - $465K
|
29.3K
$8.5M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.51K+ 1.42% |
$410K - $459K
|
108K
$31.3M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.51K+ 24.57% |
$410K - $458K
|
7.67K
$2.22M
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.51K+ 78.47% |
$409K - $457K
|
3.43K
$995K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.5K+ 34.39% |
$406K - $454K
|
5.86K
$1.7M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5K+ 60.89% |
$406K - $453K
|
3.95K
$1.15M
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.49K+ 8.56% |
$404K - $451K
|
18.9K
$5.47M
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.49K+ 8.64% |
$404K - $451K
|
18.7K
$5.43M
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
1.45K+ 3.53% |
$393K - $440K
|
42.6K
$12.4M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.45K+ 273.67% |
$392K - $438K
|
1.97K
$572K
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.44K+ 1.95% |
$392K - $438K
|
75.7K
$21.9M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.44K+ 8.92% |
$391K - $437K
|
17.6K
$5.1M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.44KNew |
$389K - $435K
|
1.44K
$416K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.42KNew |
$385K - $431K
|
1.42K
$412K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.42K+ 1.31% |
$385K - $430K
|
109K
$31.7M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 25.1% |
$384K - $430K
|
7.06K
$2.05M
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.41KNew |
$383K - $428K
|
1.41K
$409K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.41K+ 4.24% |
$381K - $426K
|
34.5K
$10M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.4K+ 16.69% |
$378K - $423K
|
9.75K
$2.83M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.39K+ 5.17% |
$376K - $421K
|
28.2K
$8.19M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.38KNew |
$375K - $419K
|
1.38K
$401K
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1.38KNew |
$374K - $418K
|
1.38K
$400K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.38KNew |
$373K - $417K
|
1.38K
$399K
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.36K+ 6.85% |
$367K - $411K
|
21.1K
$6.13M
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.35K+ 23.36% |
$367K - $410K
|
7.14K
$2.07M
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.35K+ 33.68% |
$365K - $408K
|
5.34K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 2.52% |
$363K - $405K
|
54.4K
$15.8M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.34K+ 272.1% |
$362K - $405K
|
1.83K
$530K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.33K+ 10.59% |
$361K - $404K
|
13.9K
$4.04M
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.32K+ 10.99% |
$358K - $400K
|
13.3K
$3.87M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.31K+ 2.28% |
$356K - $398K
|
58.9K
$17.1M
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.31K+ 7.86% |
$356K - $397K
|
18K
$5.22M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.31K+ 30.24% |
$356K - $397K
|
5.65K
$1.64M
|