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 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-453- 2.95% |
$123K - $137K
|
14.9K
$4.55M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-454- 3.41% |
$123K - $138K
|
12.8K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-455- 0.47% |
$123K - $138K
|
96K
$29.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-456- 9.91% |
$124K - $138K
|
4.14K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-458- 0.96% |
$124K - $139K
|
47.3K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-460- 4.52% |
$125K - $139K
|
9.72K
$2.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-461- 29.2% |
$125K - $140K
|
1.12K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-464- 0.99% |
$126K - $141K
|
46.6K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-466- 1.51% |
$126K - $141K
|
30.4K
$9.27M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-467- 4.29% |
$127K - $142K
|
10.4K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-471- 1.52% |
$128K - $143K
|
30.4K
$9.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-474- 11.76% |
$129K - $144K
|
3.56K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-474- 5.78% |
$129K - $144K
|
7.73K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-481- 1.21% |
$130K - $146K
|
39.4K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-486- 15.97% |
$132K - $147K
|
2.56K
$780K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-487- 26.82% |
$132K - $148K
|
1.33K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-488- 2.76% |
$132K - $148K
|
17.2K
$5.24M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-488- 10.81% |
$132K - $148K
|
4.03K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-489- 1.09% |
$133K - $148K
|
44.4K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-490- 1.31% |
$133K - $149K
|
37K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-491- 3.46% |
$133K - $149K
|
13.7K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
SELL
|
- |
-499- 31.95% |
$135K - $151K
|
1.06K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-500- 7.07% |
$136K - $152K
|
6.58K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-500- 2.39% |
$136K - $152K
|
20.5K
$6.23M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-505- 26.45% |
$137K - $153K
|
1.4K
$428K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-508- 4.89% |
$138K - $154K
|
9.88K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-511- 5.13% |
$139K - $155K
|
9.45K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-522- 7.22% |
$142K - $158K
|
6.71K
$2.05M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-523- 0.53% |
$142K - $159K
|
97.4K
$29.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-525- 35.0% |
$142K - $159K
|
975
$297K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-530- 0.66% |
$144K - $161K
|
79.9K
$24.4M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-532- 4.02% |
$144K - $161K
|
12.7K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-532- 4.36% |
$144K - $161K
|
11.7K
$3.55M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-538- 37.75% |
$146K - $163K
|
887
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-539- 4.39% |
$146K - $163K
|
11.7K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-539- 1.0% |
$146K - $163K
|
53.3K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-543- 15.38% |
$147K - $165K
|
2.99K
$911K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-544- 1.65% |
$148K - $165K
|
32.4K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-544- 13.3% |
$148K - $165K
|
3.55K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-546- 0.9% |
$148K - $166K
|
60K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-549- 2.48% |
$149K - $166K
|
21.6K
$6.59M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-549- 18.16% |
$149K - $166K
|
2.47K
$754K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-550- 16.57% |
$149K - $167K
|
2.77K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-553- 20.84% |
$150K - $168K
|
2.1K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-555- 6.52% |
$151K - $168K
|
7.96K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-558- 9.52% |
$151K - $169K
|
5.3K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-565- 27.87% |
$153K - $171K
|
1.46K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-567- 6.15% |
$154K - $172K
|
8.65K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-568- 9.05% |
$154K - $172K
|
5.71K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-570- 12.3% |
$155K - $173K
|
4.07K
$1.24M
|