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 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
31+ 1.37% |
$8.41K - $9.4K
|
2.3K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 1.02% |
$8.41K - $9.4K
|
3.06K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
31+ 0.43% |
$8.41K - $9.4K
|
7.16K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$8.41K - $9.4K
|
27.6K
$8.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
30+ 0.9% |
$8.14K - $9.09K
|
3.37K
$978K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30New |
$8.14K - $9.09K
|
30
$8.7K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
30+ 1.49% |
$8.14K - $9.09K
|
2.05K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
30+ 0.71% |
$8.14K - $9.09K
|
4.27K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
30+ 1.85% |
$8.14K - $9.09K
|
1.65K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.62% |
$8.14K - $9.09K
|
4.84K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
29+ 0.11% |
$7.86K - $8.79K
|
26.5K
$7.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
29+ 0.12% |
$7.86K - $8.79K
|
23.8K
$6.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
29+ 0.11% |
$7.86K - $8.79K
|
26.4K
$7.65M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
29+ 3.31% |
$7.86K - $8.79K
|
905
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
28+ 1.68% |
$7.59K - $8.49K
|
1.7K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
28+ 0.31% |
$7.59K - $8.49K
|
9.17K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
28+ 20.29% |
$7.59K - $8.49K
|
166
$48.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
28+ 0.3% |
$7.59K - $8.49K
|
9.49K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
28+ 1.42% |
$7.59K - $8.49K
|
2K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
27+ 0.85% |
$7.32K - $8.18K
|
3.2K
$929K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
27+ 0.02% |
$7.32K - $8.18K
|
135K
$39.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
27+ 0.33% |
$7.32K - $8.18K
|
8.15K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
27+ 1.84% |
$7.32K - $8.18K
|
1.49K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26+ 0.11% |
$7.05K - $7.88K
|
22.9K
$6.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
26+ 3.06% |
$7.05K - $7.88K
|
876
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
26+ 1.96% |
$7.05K - $7.88K
|
1.35K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26+ 1.64% |
$7.05K - $7.88K
|
1.61K
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
24+ 0.81% |
$6.51K - $7.27K
|
2.99K
$868K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
24+ 0.72% |
$6.51K - $7.27K
|
3.36K
$975K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
24+ 0.63% |
$6.51K - $7.27K
|
3.83K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
23+ 2.53% |
$6.24K - $6.97K
|
932
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.06% |
$6.24K - $6.97K
|
39.8K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
23+ 0.85% |
$6.24K - $6.97K
|
2.72K
$788K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23+ 0.22% |
$6.24K - $6.97K
|
10.6K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
22+ 1.5% |
$5.97K - $6.67K
|
1.49K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
22+ 0.35% |
$5.97K - $6.67K
|
6.36K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
21+ 0.49% |
$5.69K - $6.37K
|
4.34K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.69% |
$5.69K - $6.37K
|
3.05K
$885K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
21+ 0.42% |
$5.69K - $6.37K
|
5.04K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
21+ 6.5% |
$5.69K - $6.37K
|
344
$99.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
20+ 1.67% |
$5.42K - $6.06K
|
1.22K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 0.15% |
$5.42K - $6.06K
|
13.7K
$3.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
20+ 0.14% |
$5.42K - $6.06K
|
14.2K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
20+ 0.27% |
$5.42K - $6.06K
|
7.35K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 0.67% |
$5.42K - $6.06K
|
2.99K
$868K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
20+ 2.54% |
$5.42K - $6.06K
|
807
$234K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 1.15% |
$5.42K - $6.06K
|
1.77K
$512K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.05% |
$5.15K - $5.76K
|
34.8K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 3.36% |
$5.15K - $5.76K
|
584
$169K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.31% |
$5.15K - $5.76K
|
6.18K
$1.79M
|