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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$355K - $396K
|
1.31K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.31K+ 4.23% |
$354K - $396K
|
32.2K
$9.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.31K+ 25.82% |
$354K - $396K
|
6.36K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.3K+ 1.71% |
$351K - $393K
|
77K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.29K+ 31.89% |
$348K - $390K
|
5.31K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.28K+ 7.95% |
$347K - $388K
|
17.4K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 20.87% |
$345K - $386K
|
7.38K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
1.27K+ 5.29% |
$345K - $386K
|
25.3K
$7.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$343K - $383K
|
1.27K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.26K+ 11.14% |
$342K - $383K
|
12.6K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.26KNew |
$341K - $381K
|
1.26K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.26K+ 18.0% |
$341K - $381K
|
8.24K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.26K+ 102.2% |
$340K - $380K
|
2.48K
$720K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.25KNew |
$340K - $380K
|
1.25K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 8.11% |
$336K - $376K
|
16.5K
$4.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$336K - $376K
|
1.24K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.23K+ 1.13% |
$333K - $372K
|
110K
$31.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.22KNew |
$331K - $370K
|
1.22K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.22K+ 8.53% |
$331K - $370K
|
15.5K
$4.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 2.26% |
$330K - $369K
|
55.1K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.21K+ 3.89% |
$329K - $368K
|
32.5K
$9.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
1.2K+ 130.32% |
$324K - $362K
|
2.11K
$613K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1.19K+ 3.94% |
$323K - $361K
|
31.4K
$9.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.18K+ 1.29% |
$320K - $357K
|
92.3K
$26.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.18K+ 0.94% |
$320K - $357K
|
126K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.18K+ 2.52% |
$319K - $356K
|
47.9K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.18K+ 18.04% |
$319K - $356K
|
7.69K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.17K+ 15.63% |
$316K - $353K
|
8.62K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.16K+ 162.46% |
$315K - $352K
|
1.87K
$544K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.15K+ 4.65% |
$312K - $349K
|
25.9K
$7.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.14K+ 8.65% |
$309K - $345K
|
14.3K
$4.15M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.14K+ 0.3% |
$309K - $345K
|
386K
$112M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.14K+ 1.46% |
$308K - $345K
|
79.2K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.14K+ 73.05% |
$308K - $344K
|
2.69K
$780K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 2.09% |
$308K - $344K
|
55.5K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.13K+ 2.1% |
$308K - $344K
|
55K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.13KNew |
$308K - $344K
|
1.13K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.13K+ 155.21% |
$307K - $343K
|
1.86K
$540K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.13K+ 0.97% |
$307K - $343K
|
118K
$34.2M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.13K+ 18.11% |
$307K - $343K
|
7.38K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.13KNew |
$306K - $343K
|
1.13K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1.13K+ 8.89% |
$306K - $342K
|
13.8K
$4.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.13K+ 11.63% |
$306K - $342K
|
10.8K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.12K+ 1.94% |
$304K - $340K
|
58.9K
$17.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.12K+ 5.87% |
$304K - $340K
|
20.2K
$5.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.12K+ 10.99% |
$303K - $338K
|
11.3K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.12K+ 3.53% |
$302K - $338K
|
32.7K
$9.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
1.11K+ 9.85% |
$302K - $338K
|
12.4K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.11K+ 1.56% |
$301K - $336K
|
72.4K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.11K+ 1.26% |
$300K - $336K
|
89.1K
$25.8M
|