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 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.03K+ 20.75% |
$1.09M - $1.22M
|
23.5K
$6.81M
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4.02KNew |
$1.09M - $1.22M
|
4.02K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.01KNew |
$1.09M - $1.22M
|
4.01K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.98K+ 13.96% |
$1.08M - $1.21M
|
32.5K
$9.43M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.91K+ 206.22% |
$1.06M - $1.19M
|
5.81K
$1.69M
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3.87KNew |
$1.05M - $1.17M
|
3.87K
$1.12M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 13.59% |
$1.05M - $1.17M
|
32.2K
$9.35M
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 7.07% |
$1.04M - $1.17M
|
58.3K
$16.9M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.85K+ 6.07% |
$1.04M - $1.17M
|
67.2K
$19.5M
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.8K+ 5.02% |
$1.03M - $1.15M
|
79.5K
$23.1M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.78K+ 438.63% |
$1.03M - $1.15M
|
4.64K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.73K+ 17.47% |
$1.01M - $1.13M
|
25.1K
$7.28M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.71K+ 0.7% |
$1.01M - $1.12M
|
533K
$155M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 2.5% |
$1M - $1.12M
|
152K
$43.9M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
3.68K+ 11.13% |
$997K - $1.11M
|
36.7K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
3.66K+ 1.81% |
$991K - $1.11M
|
206K
$59.6M
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.65K+ 340.99% |
$990K - $1.11M
|
4.72K
$1.37M
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.63K+ 52.93% |
$985K - $1.1M
|
10.5K
$3.04M
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.58K+ 262.46% |
$971K - $1.09M
|
4.94K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.56K+ 6.02% |
$965K - $1.08M
|
62.7K
$18.2M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.54K+ 17.38% |
$961K - $1.07M
|
23.9K
$6.94M
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.52K+ 22.9% |
$954K - $1.07M
|
18.9K
$5.48M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.52K+ 158.8% |
$954K - $1.07M
|
5.74K
$1.66M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 63.24% |
$953K - $1.06M
|
9.07K
$2.63M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.51K+ 94.81% |
$951K - $1.06M
|
7.21K
$2.09M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.49K+ 7.85% |
$946K - $1.06M
|
47.9K
$13.9M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.45K+ 5.97% |
$937K - $1.05M
|
61.3K
$17.8M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.45K+ 19.87% |
$935K - $1.05M
|
20.8K
$6.03M
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.41K+ 0.8% |
$924K - $1.03M
|
431K
$125M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.36K+ 2.53% |
$910K - $1.02M
|
136K
$39.5M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.34K+ 51.67% |
$906K - $1.01M
|
9.81K
$2.84M
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.31K+ 1.56% |
$898K - $1M
|
216K
$62.7M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.31K+ 4.89% |
$898K - $1M
|
71K
$20.6M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.29K+ 42.21% |
$891K - $996K
|
11.1K
$3.21M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.28K+ 11.98% |
$891K - $995K
|
30.7K
$8.9M
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.28K+ 25.81% |
$889K - $994K
|
16K
$4.64M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.26K+ 2.86% |
$883K - $987K
|
117K
$33.9M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.24K+ 8.71% |
$879K - $982K
|
40.4K
$11.7M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.23K+ 141.01% |
$875K - $978K
|
5.51K
$1.6M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 10.14% |
$874K - $977K
|
35K
$10.1M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 57.12% |
$867K - $969K
|
8.79K
$2.55M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.19K+ 16.97% |
$864K - $966K
|
22K
$6.37M
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.17K+ 412.5% |
$859K - $960K
|
3.94K
$1.14M
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.16K+ 16.51% |
$857K - $958K
|
22.3K
$6.47M
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
3.15K+ 4.58% |
$854K - $954K
|
71.9K
$20.9M
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.15K+ 2.96% |
$853K - $954K
|
110K
$31.8M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.14K+ 70.93% |
$852K - $952K
|
7.57K
$2.19M
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.14K+ 19.26% |
$850K - $951K
|
19.4K
$5.63M
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.1KNew |
$840K - $939K
|
3.1K
$899K
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
3.08KNew |
$836K - $934K
|
3.08K
$894K
|