Purchases and Sales Made in Q2 2025 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
8.66M+ 537754.19% |
$2.11B - $2.63B
|
8.66M
$2.72B
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
896K+ 7.82% |
$218M - $272M
|
12.4M
$3.87B
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
304K+ 4856.11% |
$74.2M - $92.5M
|
311K
$97.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
221KNew |
$53.9M - $67.2M
|
221K
$69.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
217K+ 36.5% |
$52.9M - $66M
|
812K
$255M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
187K+ 118.06% |
$45.7M - $56.9M
|
346K
$109M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
138K+ 50.6% |
$33.7M - $42M
|
412K
$129M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118K+ 2.02% |
$28.8M - $36M
|
5.97M
$1.87B
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 2.79% |
$23.5M - $29.4M
|
3.56M
$1.12B
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
94.7K+ 20.13% |
$23.1M - $28.8M
|
565K
$177M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85.6K+ 13.0% |
$20.9M - $26M
|
745K
$234M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
81.5K+ 86.86% |
$19.9M - $24.8M
|
175K
$55M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
76.2K+ 37.07% |
$18.6M - $23.2M
|
282K
$88.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
74.2K+ 26.67% |
$18.1M - $22.6M
|
352K
$111M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
60.4K+ 13.07% |
$14.7M - $18.4M
|
523K
$164M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
53.5K+ 346.63% |
$13M - $16.3M
|
68.9K
$21.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
51K+ 196.05% |
$12.4M - $15.5M
|
77K
$24.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
49.8K+ 3.91% |
$12.1M - $15.1M
|
1.32M
$415M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
47.9KNew |
$11.7M - $14.6M
|
47.9K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
47.4K+ 22.22% |
$11.6M - $14.4M
|
261K
$81.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
44.4K+ 5.39% |
$10.8M - $13.5M
|
869K
$273M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40.3K+ 27.64% |
$9.83M - $12.3M
|
186K
$58.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
37.3K+ 5.45% |
$9.1M - $11.4M
|
723K
$227M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
36.4K+ 6.01% |
$8.86M - $11.1M
|
642K
$201M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
34.1K+ 5.3% |
$8.31M - $10.4M
|
677K
$212M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
34K+ 8.59% |
$8.3M - $10.3M
|
430K
$135M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
33.2K+ 9.97% |
$8.1M - $10.1M
|
366K
$115M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
31.7K+ 11.64% |
$7.73M - $9.63M
|
304K
$95.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
30.1K+ 8.83% |
$7.34M - $9.15M
|
371K
$116M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29.3K+ 25.77% |
$7.14M - $8.9M
|
143K
$44.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
28.6K+ 2.43% |
$6.97M - $8.69M
|
1.21M
$378M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28.3K+ 128.89% |
$6.9M - $8.61M
|
50.3K
$15.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
BUY
|
- |
27.7K+ 65.02% |
$6.75M - $8.42M
|
70.3K
$22.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
26.5K+ 265.94% |
$6.45M - $8.04M
|
36.4K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
24.1K+ 39.63% |
$5.89M - $7.34M
|
85.1K
$26.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23.7K+ 14.06% |
$5.78M - $7.2M
|
192K
$60.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.9KNew |
$5.1M - $6.36M
|
20.9K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
18.2K+ 36.93% |
$4.43M - $5.52M
|
67.4K
$21.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
18K+ 10.82% |
$4.39M - $5.48M
|
185K
$57.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 13.25% |
$4.2M - $5.24M
|
147K
$46.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
17.1KNew |
$4.16M - $5.19M
|
17.1K
$5.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
15.8K+ 12.0% |
$3.84M - $4.79M
|
147K
$46.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.5K+ 60.6% |
$3.77M - $4.7M
|
41K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
15.3K+ 1.06% |
$3.73M - $4.65M
|
1.46M
$458M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15K+ 1433.56% |
$3.67M - $4.57M
|
16.1K
$5.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
14.7K+ 1.98% |
$3.59M - $4.48M
|
761K
$239M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
14.2K+ 63.36% |
$3.46M - $4.31M
|
36.5K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14.1K+ 98.83% |
$3.44M - $4.3M
|
28.4K
$8.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
13.4K+ 5.47% |
$3.26M - $4.07M
|
258K
$81M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2K+ 21.58% |
$3.21M - $4M
|
74.1K
$23.2M
|