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 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
870+ 17.3% |
$236K - $264K
|
5.9K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
869+ 79.29% |
$236K - $263K
|
1.97K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
867+ 6.66% |
$235K - $263K
|
13.9K
$4.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
865+ 9.1% |
$235K - $262K
|
10.4K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
863+ 8.55% |
$234K - $262K
|
11K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
861+ 2.77% |
$233K - $261K
|
31.9K
$9.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
860+ 80.37% |
$233K - $261K
|
1.93K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
856+ 62.44% |
$232K - $259K
|
2.23K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
854+ 22.37% |
$232K - $259K
|
4.67K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
852New |
$231K - $258K
|
852
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
850+ 3.77% |
$231K - $258K
|
23.4K
$6.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
850+ 47.81% |
$231K - $258K
|
2.63K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
845+ 3.81% |
$229K - $256K
|
23K
$6.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
844New |
$229K - $256K
|
844
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
839New |
$228K - $254K
|
839
$243K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
838New |
$227K - $254K
|
838
$243K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
837New |
$227K - $254K
|
837
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
830New |
$225K - $252K
|
830
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
823+ 14.39% |
$223K - $249K
|
6.54K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
822New |
$223K - $249K
|
822
$238K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
820+ 4.4% |
$222K - $249K
|
19.5K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
819New |
$222K - $248K
|
819
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
818+ 19.74% |
$222K - $248K
|
4.96K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
815+ 26.1% |
$221K - $247K
|
3.94K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
815+ 1.78% |
$221K - $247K
|
46.7K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
808+ 2.33% |
$219K - $245K
|
35.5K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
807New |
$219K - $245K
|
807
$234K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
796+ 5.5% |
$216K - $241K
|
15.3K
$4.43M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
793+ 84.0% |
$215K - $240K
|
1.74K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
792+ 68.87% |
$215K - $240K
|
1.94K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
788+ 25.1% |
$214K - $239K
|
3.93K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
782+ 4.04% |
$212K - $237K
|
20.1K
$5.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
782New |
$212K - $237K
|
782
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
782New |
$212K - $237K
|
782
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
781+ 30.05% |
$212K - $237K
|
3.38K
$980K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
777+ 0.7% |
$211K - $236K
|
112K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
777New |
$211K - $236K
|
777
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
760+ 2.02% |
$206K - $230K
|
38.4K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
755+ 0.25% |
$205K - $229K
|
305K
$88.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
754+ 0.23% |
$204K - $229K
|
332K
$96.4M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
754New |
$204K - $229K
|
754
$219K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
753+ 38.26% |
$204K - $228K
|
2.72K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
753+ 0.24% |
$204K - $228K
|
312K
$90.5M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
752New |
$204K - $228K
|
752
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
750+ 69.9% |
$203K - $227K
|
1.82K
$529K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
747New |
$203K - $226K
|
747
$217K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
746+ 30.9% |
$202K - $226K
|
3.16K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
746+ 2.69% |
$202K - $226K
|
28.4K
$8.25M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
744+ 44.15% |
$202K - $226K
|
2.43K
$705K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
743New |
$201K - $225K
|
743
$215K
|