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 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.85K- 14.59% |
$501K - $560K
|
10.8K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.87K- 1.3% |
$507K - $567K
|
142K
$41.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.87K- 20.46% |
$508K - $568K
|
7.29K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.87K- 20.95% |
$508K - $568K
|
7.07K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.88K- 62.28% |
$509K - $569K
|
1.14K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.92K- 0.69% |
$520K - $581K
|
275K
$79.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.94K- 90.61% |
$526K - $588K
|
201
$58.3K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.94K- 36.78% |
$527K - $589K
|
3.34K
$969K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.96K- 7.86% |
$530K - $593K
|
22.9K
$6.65M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.96K- 1.08% |
$532K - $594K
|
179K
$51.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.99K- 13.35% |
$538K - $602K
|
12.9K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.99K- 4.17% |
$541K - $604K
|
45.8K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2K- 15.72% |
$543K - $607K
|
10.7K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-2.02K- 45.41% |
$547K - $611K
|
2.43K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.03K- 5.64% |
$551K - $616K
|
34K
$9.86M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 20.24% |
$556K - $621K
|
8.07K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.05K- 5.35% |
$556K - $621K
|
36.3K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.05K- 39.63% |
$556K - $622K
|
3.13K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 3.69% |
$568K - $635K
|
54.6K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.11K- 2.1% |
$573K - $640K
|
98.5K
$28.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.12K- 11.85% |
$574K - $642K
|
15.7K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.12K- 8.95% |
$576K - $644K
|
21.6K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.14K- 2.52% |
$581K - $650K
|
83K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.17K- 11.9% |
$589K - $658K
|
16.1K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2.22K- 1.84% |
$601K - $672K
|
119K
$34.4M
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-2.23K- 1.06% |
$606K - $677K
|
208K
$60.4M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.24K- 1.63% |
$607K - $678K
|
135K
$39.1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.25K- 11.3% |
$611K - $683K
|
17.7K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.27K- 2.18% |
$616K - $688K
|
102K
$29.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.32K- 5.15% |
$628K - $702K
|
42.6K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.33K- 5.95% |
$631K - $705K
|
36.8K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.33K- 5.35% |
$631K - $706K
|
41.2K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.34K- 3.77% |
$635K - $709K
|
59.7K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.36K- 4.0% |
$639K - $714K
|
56.6K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.36K- 4.0% |
$639K - $714K
|
56.6K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.36K- 14.54% |
$641K - $717K
|
13.9K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.39K- 17.28% |
$648K - $724K
|
11.4K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.4K- 0.74% |
$652K - $729K
|
323K
$93.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.41K- 55.62% |
$652K - $729K
|
1.92K
$557K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.41K- 16.55% |
$653K - $730K
|
12.1K
$3.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.42K- 6.92% |
$655K - $732K
|
32.5K
$9.42M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.42K- 49.19% |
$655K - $732K
|
2.5K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.42K- 18.51% |
$656K - $733K
|
10.6K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 14.24% |
$657K - $734K
|
14.6K
$4.23M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-2.46K- 99.64% |
$667K - $746K
|
9
$2.61K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.46K- 16.33% |
$668K - $747K
|
12.6K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 4.31% |
$684K - $764K
|
56K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.53K- 1.35% |
$685K - $766K
|
184K
$53.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.55K- 9.92% |
$692K - $774K
|
23.2K
$6.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-2.56K- 1.04% |
$695K - $777K
|
245K
$71M
|