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 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
389+ 1.44% |
$105K - $118K
|
27.3K
$8.33M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
387+ 4.21% |
$105K - $117K
|
9.58K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
387+ 3.87% |
$105K - $117K
|
10.4K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
387+ 1.71% |
$105K - $117K
|
23.1K
$7.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
385+ 8.92% |
$104K - $117K
|
4.7K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
384+ 26.5% |
$104K - $116K
|
1.83K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
384New |
$104K - $116K
|
384
$117K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
379+ 20.38% |
$103K - $115K
|
2.24K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
378+ 10.93% |
$103K - $115K
|
3.84K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
378New |
$103K - $115K
|
378
$115K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
372+ 6.67% |
$101K - $113K
|
5.95K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
372+ 10.98% |
$101K - $113K
|
3.76K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
371+ 44.11% |
$101K - $112K
|
1.21K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
369+ 0.17% |
$100K - $112K
|
222K
$67.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
368+ 9.28% |
$99.8K - $112K
|
4.33K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
368+ 9.91% |
$99.8K - $112K
|
4.08K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
BUY
|
- |
366+ 24.56% |
$99.3K - $111K
|
1.86K
$566K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
366+ 2.15% |
$99.3K - $111K
|
17.4K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
366+ 7.18% |
$99.3K - $111K
|
5.46K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
365+ 13.12% |
$99K - $111K
|
3.15K
$959K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
364+ 1.02% |
$98.7K - $110K
|
35.9K
$10.9M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
359+ 0.13% |
$97.4K - $109K
|
286K
$87.3M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
357+ 0.92% |
$96.8K - $108K
|
39.1K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
356+ 7.97% |
$96.5K - $108K
|
4.82K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
353+ 4.66% |
$95.7K - $107K
|
7.93K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
351+ 2.61% |
$95.2K - $106K
|
13.8K
$4.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
347+ 26.8% |
$94.1K - $105K
|
1.64K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
347+ 30.98% |
$94.1K - $105K
|
1.47K
$447K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
345+ 2.6% |
$93.6K - $105K
|
13.6K
$4.15M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
345+ 3.5% |
$93.6K - $105K
|
10.2K
$3.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
344+ 16.81% |
$93.3K - $104K
|
2.39K
$729K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
339+ 1.15% |
$91.9K - $103K
|
29.9K
$9.11M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
339+ 4.44% |
$91.9K - $103K
|
7.97K
$2.43M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
338+ 0.72% |
$91.7K - $102K
|
47.5K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
336+ 14.65% |
$91.1K - $102K
|
2.63K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
335+ 1.76% |
$90.8K - $102K
|
19.4K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
334+ 6.45% |
$90.6K - $101K
|
5.52K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
334+ 0.61% |
$90.6K - $101K
|
55.1K
$16.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
333New |
$90.3K - $101K
|
333
$102K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
333+ 34.22% |
$90.3K - $101K
|
1.31K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
332+ 5.22% |
$90K - $101K
|
6.7K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
331+ 20.28% |
$89.8K - $100K
|
1.96K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
328+ 5.13% |
$88.9K - $99.4K
|
6.72K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
328+ 16.79% |
$88.9K - $99.4K
|
2.28K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
324New |
$87.9K - $98.2K
|
324
$98.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
322+ 4.66% |
$87.3K - $97.6K
|
7.24K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
318+ 24.82% |
$86.2K - $96.4K
|
1.6K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
317+ 6.6% |
$86K - $96.1K
|
5.12K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
316+ 13.23% |
$85.7K - $95.8K
|
2.7K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
315+ 2.73% |
$85.4K - $95.5K
|
11.9K
$3.62M
|