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 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
734+ 7.14% |
$199K - $222K
|
11K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
731+ 6.94% |
$198K - $222K
|
11.3K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
731New |
$198K - $222K
|
731
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
729+ 15.32% |
$198K - $221K
|
5.49K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
728+ 3.06% |
$197K - $221K
|
24.5K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
728New |
$197K - $221K
|
728
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
725+ 95.9% |
$197K - $220K
|
1.48K
$430K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
724+ 8.08% |
$196K - $219K
|
9.68K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
712+ 5.44% |
$193K - $216K
|
13.8K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
710+ 77.94% |
$193K - $215K
|
1.62K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
700+ 3.58% |
$190K - $212K
|
20.3K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
700+ 5.93% |
$190K - $212K
|
12.5K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
696+ 11.49% |
$189K - $211K
|
6.75K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
693+ 5.74% |
$188K - $210K
|
12.8K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
686New |
$186K - $208K
|
686
$199K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
684+ 2.95% |
$185K - $207K
|
23.9K
$6.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
681+ 0.85% |
$185K - $206K
|
80.6K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
681+ 0.27% |
$185K - $206K
|
253K
$73.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
681+ 36.73% |
$185K - $206K
|
2.54K
$735K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
678+ 1.66% |
$184K - $206K
|
41.6K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
676+ 5.12% |
$183K - $205K
|
13.9K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
675+ 22500.0% |
$183K - $205K
|
678
$197K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
675+ 20.42% |
$183K - $205K
|
3.98K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
670+ 3.53% |
$182K - $203K
|
19.7K
$5.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
666+ 10.1% |
$181K - $202K
|
7.26K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
662+ 5.47% |
$180K - $201K
|
12.8K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
661+ 26.67% |
$179K - $200K
|
3.14K
$910K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
656+ 14.29% |
$178K - $199K
|
5.25K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
654+ 0.54% |
$177K - $198K
|
121K
$35.1M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
652+ 5.64% |
$177K - $198K
|
12.2K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
652+ 28.71% |
$177K - $198K
|
2.92K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
652+ 1.05% |
$177K - $198K
|
62.9K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
646+ 2.92% |
$175K - $196K
|
22.8K
$6.61M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
646+ 0.1% |
$175K - $196K
|
641K
$186M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
643+ 42.47% |
$174K - $195K
|
2.16K
$626K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
642+ 27.7% |
$174K - $195K
|
2.96K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
640+ 1.04% |
$174K - $194K
|
62.2K
$18M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
639+ 12.66% |
$173K - $194K
|
5.69K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
633+ 13.28% |
$172K - $192K
|
5.4K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
631+ 4.12% |
$171K - $191K
|
15.9K
$4.62M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
630+ 114.75% |
$171K - $191K
|
1.18K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
629+ 2.21% |
$171K - $191K
|
29K
$8.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
627+ 17.61% |
$170K - $190K
|
4.19K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
627+ 7.22% |
$170K - $190K
|
9.31K
$2.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
624+ 33.37% |
$169K - $189K
|
2.49K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
620+ 11.7% |
$168K - $188K
|
5.92K
$1.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
615+ 1.67% |
$167K - $186K
|
37.5K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
613+ 2.44% |
$166K - $186K
|
25.8K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
611New |
$166K - $185K
|
611
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
610+ 3.83% |
$165K - $185K
|
16.6K
$4.8M
|