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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.05K+ 6.87% |
$828K - $925K
|
47.5K
$13.8M
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.05KNew |
$826K - $923K
|
3.05K
$883K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.04K+ 57.5% |
$825K - $922K
|
8.33K
$2.42M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.02K+ 1.4% |
$820K - $916K
|
218K
$63.3M
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
3.01K+ 5.62% |
$815K - $911K
|
56.5K
$16.4M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.97K+ 3.03% |
$805K - $900K
|
101K
$29.3M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.97K+ 0.67% |
$804K - $899K
|
442K
$128M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.96K+ 39.78% |
$803K - $898K
|
10.4K
$3.02M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.96K+ 4.29% |
$803K - $897K
|
72K
$20.9M
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.96K+ 5.98% |
$802K - $896K
|
52.4K
$15.2M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.95K+ 0.68% |
$800K - $895K
|
434K
$126M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.95KNew |
$800K - $894K
|
2.95K
$855K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.94K+ 180.54% |
$798K - $891K
|
4.57K
$1.33M
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.92K+ 7.73% |
$793K - $886K
|
40.8K
$11.8M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 4.2% |
$792K - $886K
|
72.4K
$21M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.9K+ 9.92% |
$786K - $879K
|
32.1K
$9.32M
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.88K+ 10.42% |
$782K - $874K
|
30.6K
$8.86M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.88K+ 8.6% |
$781K - $873K
|
36.3K
$10.5M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.83K+ 27.05% |
$769K - $859K
|
13.3K
$3.86M
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.8KNew |
$758K - $847K
|
2.8K
$811K
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.76K+ 275.07% |
$748K - $836K
|
3.76K
$1.09M
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.75K+ 44.87% |
$745K - $833K
|
8.87K
$2.57M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.74K+ 46.01% |
$744K - $832K
|
8.71K
$2.53M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.71K+ 4.77% |
$735K - $821K
|
59.5K
$17.3M
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.71KNew |
$735K - $821K
|
2.71K
$786K
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.71K+ 2.73% |
$734K - $821K
|
102K
$29.6M
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.7K+ 5.49% |
$732K - $819K
|
51.9K
$15.1M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.68K+ 8.15% |
$726K - $811K
|
35.5K
$10.3M
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.67KNew |
$724K - $809K
|
2.67K
$774K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.65K+ 16.39% |
$719K - $804K
|
18.8K
$5.46M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.64K+ 56.3% |
$717K - $801K
|
7.34K
$2.13M
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.64K+ 27.72% |
$716K - $800K
|
12.2K
$3.53M
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
2.64K+ 2.21% |
$715K - $800K
|
122K
$35.5M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.63K+ 3.77% |
$713K - $797K
|
72.4K
$21M
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.62K+ 23.11% |
$711K - $795K
|
14K
$4.05M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.62K+ 9.71% |
$709K - $793K
|
29.5K
$8.57M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 5.39% |
$708K - $791K
|
51.1K
$14.8M
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.61K+ 282.36% |
$708K - $791K
|
3.53K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.6K+ 4.34% |
$704K - $787K
|
62.4K
$18.1M
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.59K+ 23.98% |
$701K - $784K
|
13.4K
$3.88M
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.55K+ 424.83% |
$691K - $773K
|
3.15K
$913K
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.55K+ 1036.18% |
$691K - $773K
|
2.8K
$811K
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.55K+ 3.04% |
$691K - $772K
|
86.2K
$25M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.54KNew |
$688K - $769K
|
2.54K
$736K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 9.25% |
$687K - $768K
|
29.9K
$8.67M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.53K+ 2.39% |
$687K - $767K
|
108K
$31.5M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.52K+ 22.26% |
$683K - $763K
|
13.8K
$4.01M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.52K+ 22.42% |
$682K - $763K
|
13.7K
$3.99M
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.51K+ 9.58% |
$681K - $762K
|
28.7K
$8.33M
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.51KNew |
$681K - $761K
|
2.51K
$728K
|