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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.7K+ 11.47% |
$9.42M - $10.5M
|
338K
$97.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
34.2KNew |
$9.29M - $10.4M
|
34.2K
$9.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
34.1KNew |
$9.24M - $10.3M
|
34.1K
$9.88M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
33.8K+ 6.58% |
$9.16M - $10.2M
|
547K
$159M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
32.6K+ 633.15% |
$8.83M - $9.87M
|
37.7K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
29.4K+ 72.26% |
$7.96M - $8.9M
|
70K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
28.8K+ 526.52% |
$7.81M - $8.73M
|
34.3K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.3K+ 8.02% |
$7.13M - $7.97M
|
354K
$103M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.3K+ 1.33% |
$7.12M - $7.96M
|
2.01M
$582M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.2K+ 21.84% |
$7.11M - $7.94M
|
146K
$42.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7K+ 4.82% |
$6.96M - $7.78M
|
558K
$162M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
25.5K+ 19.83% |
$6.92M - $7.73M
|
154K
$44.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
25.3K+ 161.82% |
$6.86M - $7.66M
|
40.9K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.7K+ 41.15% |
$6.71M - $7.5M
|
84.9K
$24.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.7K+ 40.65% |
$6.69M - $7.48M
|
85.4K
$24.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
24.3KNew |
$6.6M - $7.37M
|
24.3K
$7.06M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
23.8K+ 9.77% |
$6.46M - $7.22M
|
268K
$77.6M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
23.8K+ 3354.08% |
$6.46M - $7.22M
|
24.5K
$7.11M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
23.5K+ 2.67% |
$6.37M - $7.12M
|
902K
$262M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.4K+ 5.2% |
$6.35M - $7.1M
|
474K
$137M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
23.2K+ 14.64% |
$6.29M - $7.03M
|
182K
$52.7M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23.1K+ 186.12% |
$6.28M - $7.02M
|
35.6K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
22.9K+ 3.04% |
$6.2M - $6.93M
|
774K
$225M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.6K+ 6.5% |
$6.13M - $6.86M
|
371K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
22.5K+ 108.16% |
$6.1M - $6.82M
|
43.3K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.2K+ 3.75% |
$6.02M - $6.73M
|
614K
$178M
|
|
|
May 14, 2025
Q1 2025
|
Opus Investment Management Inc
|
BUY
|
- |
22K+ 21.39% |
$5.97M - $6.68M
|
125K
$36.3M
|
|
|
May 07, 2025
Q1 2025
|
Rainwater Charitable Foundation
|
BUY
|
- |
22K+ 7.14% |
$5.96M - $6.67M
|
330K
$95.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
21.6K+ 4.93% |
$5.87M - $6.56M
|
460K
$133M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
21.3K+ 41.66% |
$5.77M - $6.45M
|
72.4K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.2K+ 483.01% |
$5.76M - $6.44M
|
25.6K
$7.44M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
21.2K+ 137.13% |
$5.75M - $6.43M
|
36.7K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.1K+ 59.53% |
$5.71M - $6.39M
|
56.5K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
20.7K+ 1.65% |
$5.61M - $6.27M
|
1.27M
$370M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
20.4K+ 12.58% |
$5.53M - $6.18M
|
182K
$52.9M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
20.4KNew |
$5.52M - $6.17M
|
20.4K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.2K+ 8.16% |
$5.48M - $6.12M
|
268K
$77.6M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.1K+ 7.4% |
$5.46M - $6.1M
|
292K
$84.8M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19.9K+ 5.26% |
$5.39M - $6.02M
|
397K
$115M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
19.8K+ 4.7% |
$5.38M - $6.01M
|
442K
$128M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
19.5K+ 4.16% |
$5.29M - $5.91M
|
488K
$142M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
19.4K+ 98.85% |
$5.26M - $5.88M
|
39.1K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
19.2K+ 42.37% |
$5.2M - $5.81M
|
64.4K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
18.8K+ 118.13% |
$5.09M - $5.69M
|
34.7K
$10.1M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
18.6K+ 93.28% |
$5.04M - $5.63M
|
38.5K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
18.4KNew |
$4.99M - $5.57M
|
18.4K
$5.33M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18.4K+ 786.98% |
$4.98M - $5.57M
|
20.7K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18.2K+ 101.36% |
$4.94M - $5.53M
|
36.2K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18K+ 8.24% |
$4.88M - $5.45M
|
236K
$68.5M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
17.8K+ 7.53% |
$4.84M - $5.41M
|
255K
$73.9M
|