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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.69% |
$5.69K - $6.37K
|
3.05K
$931K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
21+ 0.42% |
$5.69K - $6.37K
|
5.04K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
21+ 6.5% |
$5.69K - $6.37K
|
344
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
20+ 1.67% |
$5.42K - $6.06K
|
1.22K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 0.15% |
$5.42K - $6.06K
|
13.7K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
20+ 0.14% |
$5.42K - $6.06K
|
14.2K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
20+ 0.27% |
$5.42K - $6.06K
|
7.35K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 0.67% |
$5.42K - $6.06K
|
2.99K
$913K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
20+ 2.54% |
$5.42K - $6.06K
|
807
$246K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 1.15% |
$5.42K - $6.06K
|
1.77K
$538K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.05% |
$5.15K - $5.76K
|
34.8K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 3.36% |
$5.15K - $5.76K
|
584
$178K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.31% |
$5.15K - $5.76K
|
6.18K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
18+ 0.51% |
$4.88K - $5.46K
|
3.53K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
18+ 0.31% |
$4.88K - $5.46K
|
5.8K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
18+ 1.68% |
$4.88K - $5.46K
|
1.09K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
18+ 0.1% |
$4.88K - $5.46K
|
18K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
18+ 0.34% |
$4.88K - $5.46K
|
5.27K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
18+ 1.51% |
$4.88K - $5.46K
|
1.21K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 0.35% |
$4.61K - $5.15K
|
4.89K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
17+ 0.22% |
$4.61K - $5.15K
|
7.92K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
17+ 0.24% |
$4.61K - $5.15K
|
7.19K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
17+ 0.92% |
$4.61K - $5.15K
|
1.86K
$566K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
17+ 0.23% |
$4.61K - $5.15K
|
7.34K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
17+ 0.04% |
$4.61K - $5.15K
|
44.7K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
16+ 1.92% |
$4.34K - $4.85K
|
851
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16+ 1.35% |
$4.34K - $4.85K
|
1.2K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
16+ 0.1% |
$4.34K - $4.85K
|
15.7K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 1.48% |
$4.34K - $4.85K
|
1.1K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
16+ 0.26% |
$4.34K - $4.85K
|
6.29K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
16+ 0.61% |
$4.34K - $4.85K
|
2.63K
$802K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.13% |
$4.07K - $4.55K
|
11.5K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
15+ 34.88% |
$4.07K - $4.55K
|
58
$17.7K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
15+ 0.4% |
$4.07K - $4.55K
|
3.8K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
15+ 0.3% |
$4.07K - $4.55K
|
5.08K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
15+ 0.75% |
$4.07K - $4.55K
|
2.02K
$616K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
14+ 0.37% |
$3.8K - $4.24K
|
3.79K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.04% |
$3.8K - $4.24K
|
33.1K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
14+ 0.36% |
$3.8K - $4.24K
|
3.89K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14+ 0.32% |
$3.8K - $4.24K
|
4.36K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
13+ 0.92% |
$3.53K - $3.94K
|
1.43K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
13+ 1.61% |
$3.53K - $3.94K
|
821
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
13+ 0.65% |
$3.53K - $3.94K
|
2.02K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
13+ 0.27% |
$3.53K - $3.94K
|
4.81K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
13+ 0.15% |
$3.53K - $3.94K
|
8.79K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
13+ 0.98% |
$3.53K - $3.94K
|
1.35K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
13+ 0.36% |
$3.53K - $3.94K
|
3.61K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.36% |
$3.53K - $3.94K
|
3.63K
$1.11M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13+ 17.81% |
$3.53K - $3.94K
|
86
$26.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
12+ 0.18% |
$3.25K - $3.64K
|
6.6K
$2.01M
|