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 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
301+ 2.07% |
$81.6K - $91.2K
|
14.9K
$4.31M
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
296+ 2.33% |
$80.3K - $89.7K
|
13K
$3.77M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
296+ 14.52% |
$80.3K - $89.7K
|
2.33K
$677K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
296+ 1.81% |
$80.3K - $89.7K
|
16.6K
$4.82M
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
295+ 41.43% |
$80K - $89.4K
|
1.01K
$292K
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
295+ 25.13% |
$80K - $89.4K
|
1.47K
$426K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
293+ 5.62% |
$79.5K - $88.8K
|
5.51K
$1.6M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
293+ 7.42% |
$79.5K - $88.8K
|
4.24K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
293+ 3.28% |
$79.5K - $88.8K
|
9.22K
$2.68M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
292+ 6.62% |
$79.2K - $88.5K
|
4.71K
$1.36M
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
291+ 2.8% |
$78.9K - $88.2K
|
10.7K
$3.1M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
289+ 4.17% |
$78.4K - $87.6K
|
7.22K
$2.09M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
288+ 1.44% |
$78.1K - $87.3K
|
20.3K
$5.89M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
287+ 6.83% |
$77.8K - $87K
|
4.49K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
278+ 7.6% |
$75.4K - $84.3K
|
3.94K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
277+ 40.09% |
$75.1K - $84K
|
968
$281K
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
277+ 1.62% |
$75.1K - $84K
|
17.4K
$5.04M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
271+ 1.1% |
$73.5K - $82.1K
|
25K
$7.25M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
271+ 2.79% |
$73.5K - $82.1K
|
9.97K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
269+ 1.61% |
$72.9K - $81.5K
|
17K
$4.92M
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
268+ 0.69% |
$72.7K - $81.2K
|
39.2K
$11.4M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
266+ 3.12% |
$72.1K - $80.6K
|
8.8K
$2.55M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
265+ 0.66% |
$71.9K - $80.3K
|
40.3K
$11.7M
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
264+ 5.56% |
$71.6K - $80K
|
5.02K
$1.45M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
264+ 2.06% |
$71.6K - $80K
|
13.1K
$3.79M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
261+ 343.42% |
$70.8K - $79.1K
|
337
$97.7K
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
261+ 2.02% |
$70.8K - $79.1K
|
13.2K
$3.83M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
261+ 2.69% |
$70.8K - $79.1K
|
9.96K
$2.89M
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
260+ 3.83% |
$70.5K - $78.8K
|
7.06K
$2.05M
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
260+ 18.64% |
$70.5K - $78.8K
|
1.66K
$480K
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
256+ 1.25% |
$69.4K - $77.6K
|
20.7K
$6.01M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
255+ 0.42% |
$69.2K - $77.3K
|
61.1K
$17.7M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
251+ 2.12% |
$68.1K - $76.1K
|
12.1K
$3.5M
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
250+ 3.08% |
$67.8K - $75.8K
|
8.38K
$2.43M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
250+ 0.32% |
$67.8K - $75.8K
|
77.2K
$22.4M
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
249+ 20.92% |
$67.5K - $75.5K
|
1.44K
$417K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
247+ 41.86% |
$67K - $74.9K
|
837
$243K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
247+ 5.83% |
$67K - $74.9K
|
4.49K
$1.3M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
247+ 1.82% |
$67K - $74.9K
|
13.8K
$4M
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
247+ 1.4% |
$67K - $74.9K
|
18K
$5.21M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
245+ 0.16% |
$66.4K - $74.3K
|
152K
$44M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
243+ 1.82% |
$65.9K - $73.7K
|
13.6K
$3.95M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
243+ 1.46% |
$65.9K - $73.7K
|
16.9K
$4.89M
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
240+ 3.74% |
$65.1K - $72.7K
|
6.65K
$1.93M
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
239+ 10.37% |
$64.8K - $72.4K
|
2.54K
$738K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
232+ 1.6% |
$62.9K - $70.3K
|
14.8K
$4.28M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
231+ 5.94% |
$62.6K - $70K
|
4.12K
$1.19M
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
230+ 12.53% |
$62.4K - $69.7K
|
2.07K
$599K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
230+ 1.98% |
$62.4K - $69.7K
|
11.9K
$3.44M
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
230+ 2.1% |
$62.4K - $69.7K
|
11.2K
$3.24M
|