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 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
6New |
$1.63K - $1.82K
|
6
$1.83K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
6+ 0.58% |
$1.63K - $1.82K
|
1.04K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.31% |
$1.63K - $1.82K
|
1.96K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.25% |
$1.36K - $1.52K
|
1.99K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.85% |
$1.36K - $1.52K
|
592
$180K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5+ 0.2% |
$1.36K - $1.52K
|
2.48K
$757K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5+ 0.4% |
$1.36K - $1.52K
|
1.24K
$378K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.08K - $1.21K
|
1.12K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.21K
|
4.55K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.24% |
$1.08K - $1.21K
|
1.65K
$504K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.28% |
$1.08K - $1.21K
|
1.44K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.46% |
$1.08K - $1.21K
|
866
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4+ 1.32% |
$1.08K - $1.21K
|
308
$93.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.08K - $1.21K
|
4.17K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$1.08K - $1.21K
|
4
$1.22K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.07% |
$1.08K - $1.21K
|
5.68K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4+ 0.14% |
$1.08K - $1.21K
|
2.78K
$846K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.33% |
$1.08K - $1.21K
|
1.23K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
4+ 0.25% |
$1.08K - $1.21K
|
1.64K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
4+ 0.07% |
$1.08K - $1.21K
|
5.47K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.41% |
$1.08K - $1.21K
|
986
$301K
|
|
|
May 15, 2025
Q1 2025
|
Unio Capital LLC
|
BUY
|
- |
4+ 0.34% |
$1.08K - $1.21K
|
1.17K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.32% |
$1.08K - $1.21K
|
1.24K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.25% |
$814 - $909
|
1.23K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3+ 0.04% |
$814 - $909
|
8.02K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.3% |
$814 - $909
|
994
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
3+ 0.17% |
$814 - $909
|
1.79K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
3+ 0.33% |
$814 - $909
|
903
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$814 - $909
|
88.6K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.19% |
$814 - $909
|
1.61K
$490K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
3+ 0.15% |
$814 - $909
|
2.03K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.14% |
$814 - $909
|
2.09K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.27% |
$814 - $909
|
1.13K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.18% |
$814 - $909
|
1.68K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
3+ 0.01% |
$814 - $909
|
26.1K
$7.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$542 - $606
|
2.89K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.23% |
$542 - $606
|
856
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$542 - $606
|
1.18K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.26% |
$542 - $606
|
779
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2+ 0.03% |
$542 - $606
|
6.9K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.55% |
$542 - $606
|
366
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2+ 0.12% |
$542 - $606
|
1.61K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.38% |
$542 - $606
|
528
$161K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
2+ 0.16% |
$542 - $606
|
1.28K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.16% |
$542 - $606
|
1.26K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.26% |
$542 - $606
|
758
$231K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
2+ 0.1% |
$542 - $606
|
2.06K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$542 - $606
|
5.74K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.17% |
$542 - $606
|
1.18K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
2+ 0.12% |
$542 - $606
|
1.71K
$521K
|