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 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
609+ 4.37% |
$165K - $185K
|
14.5K
$4.22M
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
607+ 30.23% |
$165K - $184K
|
2.62K
$758K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
602+ 5.83% |
$163K - $182K
|
10.9K
$3.17M
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
601+ 1.72% |
$163K - $182K
|
35.4K
$10.3M
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
600+ 14.8% |
$163K - $182K
|
4.65K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
600+ 14.44% |
$163K - $182K
|
4.76K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 7.38% |
$163K - $182K
|
8.73K
$2.53M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
579+ 0.34% |
$157K - $176K
|
171K
$49.6M
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
576+ 2.4% |
$156K - $175K
|
24.5K
$7.12M
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
574+ 17.86% |
$156K - $174K
|
3.79K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
572+ 13.78% |
$155K - $173K
|
4.72K
$1.37M
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
571+ 1.81% |
$155K - $173K
|
32.1K
$9.3M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
570+ 3.5% |
$155K - $173K
|
16.9K
$4.89M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
570+ 2.62% |
$155K - $173K
|
22.3K
$6.48M
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
567+ 0.55% |
$154K - $172K
|
103K
$29.8M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
567+ 41.09% |
$154K - $172K
|
1.95K
$565K
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
567+ 48.96% |
$154K - $172K
|
1.73K
$500K
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
566+ 4.83% |
$153K - $172K
|
12.3K
$3.56M
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
565+ 0.26% |
$153K - $171K
|
219K
$63.4M
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
563+ 66.31% |
$153K - $171K
|
1.41K
$410K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
562+ 5.3% |
$152K - $170K
|
11.2K
$3.24M
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
559+ 63.59% |
$152K - $169K
|
1.44K
$417K
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
552New |
$150K - $167K
|
552
$160K
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
550+ 3.06% |
$149K - $167K
|
18.5K
$5.37M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
546+ 3.4% |
$148K - $166K
|
16.6K
$4.82M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
545+ 33.05% |
$148K - $165K
|
2.19K
$636K
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
542+ 11.24% |
$147K - $164K
|
5.37K
$1.56M
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
542+ 64.37% |
$147K - $164K
|
1.38K
$401K
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
535+ 31.64% |
$145K - $162K
|
2.23K
$646K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
535+ 3.09% |
$145K - $162K
|
17.8K
$5.17M
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
533+ 12.14% |
$145K - $162K
|
4.93K
$1.43M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
530+ 1.65% |
$144K - $161K
|
32.7K
$9.48M
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
527+ 3.62% |
$143K - $160K
|
15.1K
$4.37M
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
519+ 1.24% |
$141K - $157K
|
42.5K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
516+ 32.82% |
$140K - $156K
|
2.09K
$606K
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
514+ 4.7% |
$139K - $156K
|
11.5K
$3.32M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
512+ 4.13% |
$139K - $155K
|
12.9K
$3.74M
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
509+ 13.57% |
$138K - $154K
|
4.26K
$1.24M
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
508+ 13.85% |
$138K - $154K
|
4.18K
$1.21M
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
505+ 9.35% |
$137K - $153K
|
5.91K
$1.71M
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
503+ 10.78% |
$136K - $152K
|
5.17K
$1.5M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
498+ 44.39% |
$135K - $151K
|
1.62K
$470K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
496+ 0.82% |
$135K - $150K
|
61K
$17.7M
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
491+ 2.86% |
$133K - $149K
|
17.7K
$5.12M
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
491+ 27.04% |
$133K - $149K
|
2.31K
$669K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
490+ 0.78% |
$133K - $149K
|
63.3K
$18.4M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
490+ 2.96% |
$133K - $149K
|
17K
$4.94M
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
487+ 53.34% |
$132K - $148K
|
1.4K
$406K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
485+ 11.19% |
$132K - $147K
|
4.82K
$1.4M
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
483+ 3.36% |
$131K - $146K
|
14.8K
$4.31M
|