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 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-256- 0.44% |
$69.4K - $77.6K
|
58.5K
$17M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-256- 2.93% |
$69.4K - $77.6K
|
8.48K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-258- 5.51% |
$70K - $78.2K
|
4.43K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-258- 2.73% |
$70K - $78.2K
|
9.18K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-259- 3.98% |
$70.2K - $78.5K
|
6.25K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-260- 0.68% |
$70.5K - $78.8K
|
38.2K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-262- 0.57% |
$71K - $79.4K
|
45.9K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-262- 13.93% |
$71K - $79.4K
|
1.62K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-264- 17.12% |
$71.6K - $80K
|
1.28K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-265- 9.36% |
$71.9K - $80.3K
|
2.57K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-267- 7.17% |
$72.4K - $80.9K
|
3.46K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-267- 3.09% |
$72.4K - $80.9K
|
8.37K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-267- 2.17% |
$72.4K - $80.9K
|
12K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-269- 1.74% |
$72.9K - $81.5K
|
15.2K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-270- 3.44% |
$73.2K - $81.8K
|
7.58K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-270- 0.93% |
$73.2K - $81.8K
|
28.8K
$8.36M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-272- 3.01% |
$73.8K - $82.4K
|
8.76K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-273- 0.8% |
$74K - $82.8K
|
34K
$9.86M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-273- 0.89% |
$74K - $82.8K
|
30.6K
$8.86M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-274- 12.03% |
$74.3K - $83.1K
|
2K
$581K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-277- 3.55% |
$75.1K - $84K
|
7.52K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 8.23% |
$75.1K - $84K
|
3.09K
$896K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-277- 11.75% |
$75.1K - $84K
|
2.08K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-277- 0.08% |
$75.1K - $84K
|
351K
$102M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-278- 13.13% |
$75.4K - $84.3K
|
1.84K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-279- 6.58% |
$75.7K - $84.6K
|
3.96K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-281- 2.7% |
$76.2K - $85.2K
|
10.1K
$2.94M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-282- 3.01% |
$76.5K - $85.5K
|
9.08K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-283- 6.53% |
$76.7K - $85.8K
|
4.05K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-283- 4.12% |
$76.7K - $85.8K
|
6.59K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-285- 15.1% |
$77.3K - $86.4K
|
1.6K
$465K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-286- 5.55% |
$77.6K - $86.7K
|
4.87K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-286- 0.67% |
$77.6K - $86.7K
|
42.3K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-290- 9.19% |
$78.6K - $87.9K
|
2.87K
$831K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-292- 5.53% |
$79.2K - $88.5K
|
4.99K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-293- 0.51% |
$79.5K - $88.8K
|
57K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-297- 19.27% |
$80.5K - $90K
|
1.24K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-297- 0.92% |
$80.5K - $90K
|
32K
$9.28M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-298- 0.05% |
$80.8K - $90.3K
|
606K
$176M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
SELL
|
- |
-300- 2.5% |
$81.4K - $90.9K
|
11.7K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-300- 13.51% |
$81.4K - $90.9K
|
1.92K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-300- 12.61% |
$81.4K - $90.9K
|
2.08K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-301- 0.11% |
$81.6K - $91.2K
|
273K
$79.1M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-303- 26.84% |
$82.2K - $91.8K
|
826
$240K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-305- 58.21% |
$82.7K - $92.5K
|
219
$63.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-306- 0.41% |
$83K - $92.8K
|
74.2K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-309- 14.03% |
$83.8K - $93.7K
|
1.89K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-310Closed |
$84.1K - $94K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-310- 0.75% |
$84.1K - $94K
|
40.9K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-311- 9.46% |
$84.3K - $94.3K
|
2.98K
$863K
|