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 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.62K- 12.02% |
$712K - $795K
|
19.2K
$5.57M
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.63K- 1.6% |
$713K - $797K
|
162K
$46.9M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.68K- 9.29% |
$726K - $812K
|
26.2K
$7.59M
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.71K- 33.69% |
$735K - $821K
|
5.33K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.72K- 1.04% |
$736K - $823K
|
259K
$75.2M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.72K- 25.44% |
$738K - $825K
|
7.98K
$2.31M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 17.2% |
$738K - $825K
|
13.1K
$3.8M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-2.73K- 30.79% |
$739K - $826K
|
6.13K
$1.78M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.74K- 27.5% |
$743K - $831K
|
7.23K
$2.1M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.75K- 2.68% |
$745K - $832K
|
99.9K
$29M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.75K- 99.53% |
$745K - $833K
|
13
$3.77K
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-2.8K- 5.25% |
$758K - $848K
|
50.5K
$14.6M
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.83K- 7.9% |
$766K - $856K
|
32.9K
$9.55M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.84K- 16.52% |
$769K - $860K
|
14.3K
$4.16M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.91K- 5.11% |
$789K - $881K
|
53.9K
$15.6M
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.91K- 22.52% |
$789K - $882K
|
10K
$2.9M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-2.91K- 5.27% |
$790K - $883K
|
52.4K
$15.2M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.92K- 8.45% |
$790K - $884K
|
31.6K
$9.17M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.93K- 31.04% |
$793K - $887K
|
6.5K
$1.89M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.96K- 9.33% |
$803K - $897K
|
28.7K
$8.34M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.97K- 0.88% |
$806K - $901K
|
333K
$96.6M
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.99K- 1.13% |
$809K - $905K
|
260K
$75.4M
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-2.99K- 91.57% |
$810K - $905K
|
275
$79.8K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3.03K- 5.7% |
$821K - $918K
|
50.1K
$14.5M
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.12K- 5.85% |
$846K - $945K
|
50.2K
$14.6M
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.15K- 2.84% |
$854K - $954K
|
108K
$31.3M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.16K- 2.21% |
$857K - $958K
|
140K
$40.6M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.17K- 8.93% |
$859K - $960K
|
32.3K
$9.37M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.17K- 24.89% |
$859K - $961K
|
9.56K
$2.77M
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.18K- 8.23% |
$861K - $963K
|
35.4K
$10.3M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.22K- 1.87% |
$872K - $975K
|
169K
$48.9M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.23K- 2.1% |
$876K - $979K
|
151K
$43.7M
|
|
May 01, 2025
Q1 2025
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-3.24K- 1.07% |
$879K - $983K
|
300K
$87.1M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.26K- 11.32% |
$883K - $987K
|
25.5K
$7.4M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.41% |
$891K - $996K
|
57.4K
$16.7M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-3.32K- 11.62% |
$899K - $1M
|
25.2K
$7.31M
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
SELL
|
- |
-3.37K- 0.41% |
$914K - $1.02M
|
822K
$239M
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-3.4K- 39.08% |
$922K - $1.03M
|
5.3K
$1.54M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.41K- 7.32% |
$923K - $1.03M
|
43.1K
$12.5M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 11.88% |
$924K - $1.03M
|
25.3K
$7.32M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.41K- 2.28% |
$926K - $1.03M
|
146K
$42.5M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.48K- 4.4% |
$945K - $1.06M
|
75.7K
$22M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.52K- 0.22% |
$956K - $1.07M
|
1.62M
$469M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.53K- 25.17% |
$958K - $1.07M
|
10.5K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.61K- 24.0% |
$980K - $1.1M
|
11.4K
$3.32M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.63K- 3.03% |
$984K - $1.1M
|
116K
$33.6M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3.67K- 5.94% |
$995K - $1.11M
|
58.1K
$16.8M
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.75K- 10.55% |
$1.02M - $1.14M
|
31.8K
$9.23M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 5.19% |
$1.02M - $1.14M
|
68.6K
$19.9M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 7.04% |
$1.04M - $1.16M
|
50.5K
$14.6M
|