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 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
42+ 3.63% |
$10.2K - $12.8K
|
1.2K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
41+ 0.36% |
$9.99K - $12.5K
|
11.3K
$3.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
41+ 1.05% |
$9.99K - $12.5K
|
3.95K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
40+ 1.51% |
$9.75K - $12.2K
|
2.7K
$892K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
39+ 0.35% |
$9.51K - $11.9K
|
11.1K
$3.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 1.96% |
$9.51K - $11.9K
|
2.03K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
38+ 0.29% |
$9.26K - $11.5K
|
13.1K
$4.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
37+ 2.26% |
$9.02K - $11.2K
|
1.67K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
36+ 2.34% |
$8.78K - $10.9K
|
1.57K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.07% |
$8.53K - $10.6K
|
52.7K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
35+ 1.36% |
$8.53K - $10.6K
|
2.61K
$862K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
34+ 1.52% |
$8.29K - $10.3K
|
2.27K
$750K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.34% |
$8.29K - $10.3K
|
9.91K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
34+ 0.09% |
$8.29K - $10.3K
|
36.2K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
34+ 2.39% |
$8.29K - $10.3K
|
1.46K
$482K
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
34+ 3.6% |
$8.29K - $10.3K
|
979
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
33+ 0.34% |
$8.04K - $10K
|
9.79K
$3.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33+ 15.94% |
$8.04K - $10K
|
240
$79.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
32+ 12.7% |
$7.8K - $9.73K
|
284
$94K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
32+ 0.91% |
$7.8K - $9.73K
|
3.54K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
32+ 0.44% |
$7.8K - $9.73K
|
7.23K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
32+ 1.04% |
$7.8K - $9.73K
|
3.1K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
31+ 0.09% |
$7.56K - $9.42K
|
33K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
31+ 0.55% |
$7.56K - $9.42K
|
5.66K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
30+ 1.04% |
$7.31K - $9.12K
|
2.91K
$962K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
30+ 4.11% |
$7.31K - $9.12K
|
760
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
30+ 24.19% |
$7.31K - $9.12K
|
154
$51K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
29+ 0.43% |
$7.07K - $8.81K
|
6.75K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
29+ 1.24% |
$7.07K - $8.81K
|
2.37K
$783K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
29+ 1.42% |
$7.07K - $8.81K
|
2.07K
$684K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
28+ 3.02% |
$6.83K - $8.51K
|
954
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
28+ 1.74% |
$6.83K - $8.51K
|
1.64K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
28+ 1.38% |
$6.83K - $8.51K
|
2.06K
$683K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
27+ 0.65% |
$6.58K - $8.21K
|
4.2K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
27+ 1.34% |
$6.58K - $8.21K
|
2.05K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
27+ 1.12% |
$6.58K - $8.21K
|
2.45K
$810K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
26+ 0.31% |
$6.34K - $7.9K
|
8.39K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
26+ 1.98% |
$6.34K - $7.9K
|
1.34K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 1.92% |
$6.34K - $7.9K
|
1.38K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
26+ 0.07% |
$6.34K - $7.9K
|
34.9K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
25+ 0.47% |
$6.09K - $7.6K
|
5.3K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
25+ 0.53% |
$6.09K - $7.6K
|
4.74K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25+ 0.24% |
$6.09K - $7.6K
|
10.4K
$3.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
24New |
$5.85K - $7.29K
|
24
$7.94K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 11.94% |
$5.85K - $7.29K
|
225
$74.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
24+ 0.1% |
$5.85K - $7.29K
|
23.8K
$7.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23+ 1.03% |
$5.61K - $6.99K
|
2.26K
$748K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
23+ 1.27% |
$5.61K - $6.99K
|
1.84K
$609K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.3% |
$5.61K - $6.99K
|
7.71K
$2.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.08% |
$5.61K - $6.99K
|
27.9K
$9.23M
|