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
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-488- 2.76% |
$132K - $148K
|
17.2K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-488- 10.81% |
$132K - $148K
|
4.03K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-489- 1.09% |
$133K - $148K
|
44.4K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-490- 1.31% |
$133K - $149K
|
37K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-491- 3.46% |
$133K - $149K
|
13.7K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
SELL
|
- |
-499- 31.95% |
$135K - $151K
|
1.06K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-500- 7.07% |
$136K - $152K
|
6.58K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-500- 2.39% |
$136K - $152K
|
20.5K
$5.93M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-505- 26.45% |
$137K - $153K
|
1.4K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-508- 4.89% |
$138K - $154K
|
9.88K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-511- 5.13% |
$139K - $155K
|
9.45K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-522- 7.22% |
$142K - $158K
|
6.71K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-525- 35.0% |
$142K - $159K
|
975
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-530- 0.66% |
$144K - $161K
|
79.9K
$23.2M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-532- 4.02% |
$144K - $161K
|
12.7K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-532- 4.36% |
$144K - $161K
|
11.7K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-538- 37.75% |
$146K - $163K
|
887
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-539- 4.39% |
$146K - $163K
|
11.7K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-539- 1.0% |
$146K - $163K
|
53.3K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-543- 15.38% |
$147K - $165K
|
2.99K
$867K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-544- 1.65% |
$148K - $165K
|
32.4K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-544- 13.3% |
$148K - $165K
|
3.55K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-546- 0.9% |
$148K - $166K
|
60K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-549- 2.48% |
$149K - $166K
|
21.6K
$6.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-550- 16.57% |
$149K - $167K
|
2.77K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-553- 20.84% |
$150K - $168K
|
2.1K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-555- 6.52% |
$151K - $168K
|
7.96K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-558- 9.52% |
$151K - $169K
|
5.3K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-565- 27.87% |
$153K - $171K
|
1.46K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-567- 6.15% |
$154K - $172K
|
8.65K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-568- 9.05% |
$154K - $172K
|
5.71K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-570- 12.3% |
$155K - $173K
|
4.07K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-571- 2.22% |
$155K - $173K
|
25.1K
$7.29M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-572- 5.88% |
$155K - $173K
|
9.16K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-574- 93.18% |
$156K - $174K
|
42
$12.2K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-574- 2.08% |
$156K - $174K
|
27K
$7.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-575- 9.18% |
$156K - $174K
|
5.69K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-576- 11.67% |
$156K - $175K
|
4.36K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-578- 40.45% |
$157K - $175K
|
851
$247K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-581- 1.0% |
$158K - $176K
|
57.5K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-583- 17.62% |
$158K - $177K
|
2.73K
$790K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-583- 1.3% |
$158K - $177K
|
44.2K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-583- 8.3% |
$158K - $177K
|
6.44K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-584- 4.3% |
$158K - $177K
|
13K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-591- 0.51% |
$160K - $179K
|
115K
$33.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-591- 1.41% |
$160K - $179K
|
41.3K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-595- 1.33% |
$161K - $180K
|
44.3K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-595- 4.09% |
$161K - $180K
|
14K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-595- 50.0% |
$161K - $180K
|
595
$173K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-602- 11.26% |
$163K - $182K
|
4.75K
$1.38M
|