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 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
7.64KNew |
$2.07M - $2.32M
|
7.64K
$2.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
7.63K+ 14.31% |
$2.07M - $2.31M
|
60.9K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.44K+ 37.52% |
$2.02M - $2.26M
|
27.3K
$7.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.42K+ 63.3% |
$2.01M - $2.25M
|
19.1K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.37K+ 163.09% |
$2M - $2.23M
|
11.9K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.29K+ 21.14% |
$1.98M - $2.21M
|
41.8K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
7.28K+ 15.15% |
$1.98M - $2.21M
|
55.4K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.21K+ 3.83% |
$1.95M - $2.18M
|
195K
$56.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7.18K+ 222.55% |
$1.95M - $2.17M
|
10.4K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.1K+ 21.38% |
$1.92M - $2.15M
|
40.3K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
7.03KNew |
$1.91M - $2.13M
|
7.03K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
7.03KNew |
$1.91M - $2.13M
|
7.03K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.02K+ 54.68% |
$1.9M - $2.13M
|
19.8K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
6.99K+ 1.89% |
$1.89M - $2.12M
|
377K
$109M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.9K+ 430.05% |
$1.87M - $2.09M
|
8.5K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.89K+ 380.5% |
$1.87M - $2.09M
|
8.7K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.85K+ 269.59% |
$1.86M - $2.07M
|
9.38K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 548.99% |
$1.84M - $2.06M
|
8.04K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.61K+ 9.25% |
$1.79M - $2M
|
78.1K
$22.6M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6.6K+ 605.78% |
$1.79M - $2M
|
7.69K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
6.58K+ 310.28% |
$1.78M - $1.99M
|
8.7K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
6.56K+ 40.69% |
$1.78M - $1.99M
|
22.7K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.54K+ 2.5% |
$1.77M - $1.98M
|
268K
$77.6M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.52K+ 3.05% |
$1.77M - $1.98M
|
220K
$63.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
6.51K+ 2.93% |
$1.77M - $1.97M
|
228K
$66.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
6.43K+ 6.54% |
$1.74M - $1.95M
|
105K
$30.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
6.39K+ 1.4% |
$1.73M - $1.94M
|
463K
$134M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.36K+ 17.98% |
$1.72M - $1.93M
|
41.7K
$12.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.35K+ 9.22% |
$1.72M - $1.92M
|
75.2K
$21.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.34K+ 6.52% |
$1.72M - $1.92M
|
104K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.22K+ 0.91% |
$1.69M - $1.89M
|
689K
$200M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.19K+ 135.08% |
$1.68M - $1.88M
|
10.8K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.16K+ 7.98% |
$1.67M - $1.87M
|
83.3K
$24.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6.08K+ 5.79% |
$1.65M - $1.84M
|
111K
$32.2M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.08KNew |
$1.65M - $1.84M
|
6.08K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.02K+ 1.25% |
$1.63M - $1.83M
|
487K
$141M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.01K+ 2.63% |
$1.63M - $1.82M
|
235K
$68.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.96K+ 33.99% |
$1.62M - $1.81M
|
23.5K
$6.82M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.94K+ 6.3% |
$1.61M - $1.8M
|
100K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.88K+ 3.42% |
$1.6M - $1.78M
|
178K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.88K+ 15.86% |
$1.59M - $1.78M
|
42.9K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
5.88KNew |
$1.59M - $1.78M
|
5.88K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.87K+ 8.09% |
$1.59M - $1.78M
|
78.4K
$22.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.85K+ 2.63% |
$1.59M - $1.77M
|
228K
$66.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.82K+ 3.76% |
$1.58M - $1.76M
|
161K
$46.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.81K+ 9.52% |
$1.58M - $1.76M
|
66.9K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
5.8K+ 71.88% |
$1.57M - $1.76M
|
13.9K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
5.78K+ 8.19% |
$1.57M - $1.75M
|
76.2K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
BUY
|
- |
5.77K+ 297.42% |
$1.56M - $1.75M
|
7.71K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.72K+ 300.42% |
$1.55M - $1.73M
|
7.63K
$2.21M
|