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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.5K- 48.93% |
$9.64M - $10.8M
|
37.1K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36.5K- 0.62% |
$9.9M - $11.1M
|
5.86M
$1.7B
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-37.5K- 30.65% |
$10.2M - $11.4M
|
84.9K
$24.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-39.8K- 3.27% |
$10.8M - $12.1M
|
1.18M
$342M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.9KClosed |
$11.6M - $13M
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-46.6K- 59.91% |
$12.6M - $14.1M
|
31.2K
$9.04M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47.5K- 5.03% |
$12.9M - $14.4M
|
897K
$260M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-47.8K- 2.71% |
$13M - $14.5M
|
1.71M
$497M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-48.4K- 72.08% |
$13.1M - $14.7M
|
18.7K
$5.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-51.1K- 9.64% |
$13.9M - $15.5M
|
479K
$139M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-52.8K- 15.4% |
$14.3M - $16M
|
290K
$84.1M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-55K- 50.0% |
$14.9M - $16.7M
|
55K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55.1K- 4.28% |
$14.9M - $16.7M
|
1.23M
$358M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-55.1K- 15.22% |
$14.9M - $16.7M
|
307K
$89M
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-65.2K- 29.46% |
$17.7M - $19.8M
|
156K
$45.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-70.8K- 3.63% |
$19.2M - $21.4M
|
1.88M
$546M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-80.3K- 1.21% |
$21.8M - $24.3M
|
6.54M
$1.9B
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-80.5K- 10.83% |
$21.8M - $24.4M
|
663K
$192M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-88.7K- 2.09% |
$24M - $26.9M
|
4.16M
$1.21B
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-91K- 70.6% |
$24.7M - $27.6M
|
37.9K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-105K- 66.9% |
$28.4M - $31.8M
|
51.9K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-105K- 5.55% |
$28.4M - $31.8M
|
1.78M
$517M
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
SELL
|
- |
-107K- 82.59% |
$29.1M - $32.5M
|
22.6K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-107K- 71.07% |
$29.2M - $32.6M
|
43.8K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-109K- 64.73% |
$29.5M - $33M
|
59.3K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-116K- 6.93% |
$31.4M - $35.1M
|
1.55M
$451M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-116K- 93.04% |
$31.6M - $35.3M
|
8.71K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-125K- 61.95% |
$34M - $38M
|
77K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-131K- 96.35% |
$35.6M - $39.8M
|
4.98K
$1.44M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 38.96% |
$36.2M - $40.5M
|
209K
$60.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-143K- 21.25% |
$38.8M - $43.3M
|
530K
$154M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-148K- 40.63% |
$40.1M - $44.8M
|
216K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-182K- 99.81% |
$49.3M - $55.1M
|
354
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-182K- 27.89% |
$49.4M - $55.2M
|
471K
$137M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-200K- 13.4% |
$54.4M - $60.8M
|
1.3M
$376M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-211K- 42.84% |
$57.2M - $63.9M
|
281K
$81.6M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-214K- 99.18% |
$58M - $64.8M
|
1.77K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-221K- 85.63% |
$59.8M - $66.9M
|
37K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-281K- 19.89% |
$76.2M - $85.2M
|
1.13M
$329M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-328K- 34.03% |
$88.8M - $99.3M
|
635K
$184M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-374K- 5.83% |
$101M - $113M
|
6.03M
$1.75B
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-491K- 54.79% |
$133M - $149M
|
405K
$118M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-874K- 3.24% |
$237M - $265M
|
26.1M
$7.57B
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.07M- 48.93% |
$290M - $324M
|
1.12M
$323M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.46M- 95.88% |
$395M - $442M
|
62.7K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.62M- 99.64% |
$439M - $490M
|
5.91K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.17M- 98.33% |
$860M - $961M
|
53.7K
$15.6M
|