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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.02K+ 20.91% |
$548K - $613K
|
11.7K
$3.56M
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
1.98KNew |
$538K - $601K
|
1.98K
$604K
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.98K+ 4.15% |
$538K - $601K
|
49.7K
$15.2M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.97K+ 14.44% |
$535K - $598K
|
15.6K
$4.77M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.97K+ 21.61% |
$533K - $596K
|
11.1K
$3.37M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.97K+ 57.22% |
$533K - $596K
|
5.4K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.96K+ 1.68% |
$530K - $593K
|
118K
$36.1M
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.94K+ 2.92% |
$527K - $589K
|
68.5K
$20.9M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
1.93K+ 6.91% |
$523K - $585K
|
29.9K
$9.11M
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
1.92K+ 3.62% |
$521K - $583K
|
55K
$16.8M
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.92K+ 12.11% |
$521K - $583K
|
17.8K
$5.43M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.92K+ 5.38% |
$521K - $582K
|
37.6K
$11.5M
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.92K+ 127.09% |
$520K - $582K
|
3.43K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.92K+ 6.23% |
$520K - $582K
|
32.7K
$9.97M
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.92KNew |
$520K - $581K
|
1.92K
$584K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.91K+ 1.15% |
$518K - $580K
|
168K
$51.2M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.9KNew |
$516K - $577K
|
1.9K
$580K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 5.0% |
$516K - $577K
|
39.9K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$513K - $574K
|
1.89K
$577K
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.89K+ 2.0% |
$513K - $573K
|
96.3K
$29.4M
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.89K+ 13.91% |
$512K - $573K
|
15.5K
$4.71M
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 0.75% |
$510K - $570K
|
251K
$76.6M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.87K+ 1.13% |
$508K - $568K
|
167K
$51M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.87K+ 17.14% |
$508K - $567K
|
12.8K
$3.9M
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.87KNew |
$507K - $567K
|
1.87K
$570K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.87K+ 14.35% |
$507K - $566K
|
14.9K
$4.54M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
1.86KNew |
$505K - $564K
|
1.86K
$568K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.86K+ 4.5% |
$505K - $564K
|
43.3K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
1.86K+ 676.73% |
$505K - $564K
|
2.14K
$651K
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.85KNew |
$503K - $562K
|
1.85K
$565K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.85K+ 4.07% |
$502K - $561K
|
47.4K
$14.4M
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.85K+ 1.68% |
$502K - $561K
|
112K
$34M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.85KNew |
$501K - $560K
|
1.85K
$563K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.85K+ 2.1% |
$501K - $560K
|
89.8K
$27.4M
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.85K+ 3.41% |
$500K - $559K
|
55.9K
$17M
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.84K+ 6.09% |
$498K - $557K
|
32K
$9.75M
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.83KNew |
$497K - $555K
|
1.83K
$558K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.82K+ 2.49% |
$494K - $553K
|
75.1K
$22.9M
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.82K+ 7.99% |
$494K - $552K
|
24.6K
$7.5M
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
1.81K+ 7.76% |
$491K - $549K
|
25.2K
$7.67M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.81K+ 84.01% |
$490K - $548K
|
3.96K
$1.21M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.79K+ 31.93% |
$486K - $544K
|
7.41K
$2.26M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.79K+ 5.83% |
$486K - $544K
|
32.6K
$9.93M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.79K+ 223.47% |
$485K - $543K
|
2.59K
$790K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 1.43% |
$484K - $541K
|
126K
$38.5M
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.78KNew |
$481K - $538K
|
1.78K
$541K
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.77K+ 110.84% |
$480K - $536K
|
3.37K
$1.03M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.76K+ 6.12% |
$477K - $533K
|
30.5K
$9.3M
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 310.25% |
$476K - $532K
|
2.32K
$708K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.75K+ 220.23% |
$475K - $531K
|
2.55K
$777K
|