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 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.22% |
$2.71K - $3.03K
|
4.47K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10+ 0.23% |
$2.71K - $3.03K
|
4.31K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10+ 0.44% |
$2.71K - $3.03K
|
2.3K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
10+ 0.55% |
$2.71K - $3.03K
|
1.84K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.05% |
$2.71K - $3.03K
|
19.5K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.18% |
$2.71K - $3.03K
|
5.44K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 1.09% |
$2.71K - $3.03K
|
928
$269K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.36% |
$2.71K - $3.03K
|
2.77K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
10+ 0.74% |
$2.71K - $3.03K
|
1.35K
$393K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.09% |
$2.71K - $3.03K
|
11.4K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
9+ 0.32% |
$2.44K - $2.73K
|
2.83K
$820K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
9+ 0.78% |
$2.44K - $2.73K
|
1.16K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
9+ 0.13% |
$2.44K - $2.73K
|
6.92K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 0.94% |
$2.17K - $2.42K
|
861
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.34% |
$2.17K - $2.42K
|
2.34K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8+ 0.09% |
$2.17K - $2.42K
|
8.8K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 0.33% |
$2.17K - $2.42K
|
2.46K
$713K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.04% |
$2.17K - $2.42K
|
21.4K
$6.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 0.4% |
$2.17K - $2.42K
|
2.01K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.44% |
$2.17K - $2.42K
|
1.82K
$527K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.07% |
$2.17K - $2.42K
|
10.8K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
8+ 0.17% |
$2.17K - $2.42K
|
4.72K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
8+ 0.01% |
$2.17K - $2.42K
|
89.9K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.31% |
$2.17K - $2.42K
|
2.57K
$746K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.07% |
$2.17K - $2.42K
|
11.1K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 4.58% |
$1.9K - $2.12K
|
160
$46.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7+ 0.18% |
$1.9K - $2.12K
|
3.83K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.9K - $2.12K
|
7
$2.03K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
7+ 0.33% |
$1.9K - $2.12K
|
2.11K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7+ 0.49% |
$1.9K - $2.12K
|
1.43K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7+ 0.38% |
$1.9K - $2.12K
|
1.83K
$531K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.06% |
$1.63K - $1.82K
|
9.24K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.37% |
$1.63K - $1.82K
|
1.62K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$1.63K - $1.82K
|
3.51K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.33% |
$1.63K - $1.82K
|
1.84K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.08% |
$1.63K - $1.82K
|
7.8K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
6+ 0.29% |
$1.63K - $1.82K
|
2.06K
$598K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
6New |
$1.63K - $1.82K
|
6
$1.74K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
6+ 0.58% |
$1.63K - $1.82K
|
1.04K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.31% |
$1.63K - $1.82K
|
1.96K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.25% |
$1.36K - $1.52K
|
1.99K
$577K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.85% |
$1.36K - $1.52K
|
592
$172K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5+ 0.2% |
$1.36K - $1.52K
|
2.48K
$720K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5+ 0.4% |
$1.36K - $1.52K
|
1.24K
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.08K - $1.21K
|
1.12K
$325K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.21K
|
4.55K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.24% |
$1.08K - $1.21K
|
1.65K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.28% |
$1.08K - $1.21K
|
1.44K
$418K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.46% |
$1.08K - $1.21K
|
866
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4+ 1.32% |
$1.08K - $1.21K
|
308
$89.3K
|