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 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-721- 28.93% |
$196K - $219K
|
1.77K
$540K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-721- 5.84% |
$196K - $219K
|
11.6K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-722- 13.8% |
$196K - $219K
|
4.51K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-726- 44.73% |
$197K - $220K
|
897
$273K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-726- 3.41% |
$197K - $220K
|
20.6K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-736- 1.35% |
$200K - $223K
|
53.8K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-740- 2.14% |
$201K - $224K
|
33.8K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-750- 2.17% |
$203K - $227K
|
33.8K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-750- 23.56% |
$203K - $227K
|
2.43K
$742K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-753- 4.05% |
$204K - $228K
|
17.8K
$5.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-763- 3.78% |
$207K - $231K
|
19.4K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-764- 18.87% |
$207K - $232K
|
3.28K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-765- 25.65% |
$207K - $232K
|
2.22K
$676K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-779- 1.03% |
$211K - $236K
|
75K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-788- 2.21% |
$214K - $239K
|
34.9K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-799- 0.91% |
$217K - $242K
|
86.6K
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-800- 11.94% |
$217K - $242K
|
5.9K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-803- 28.67% |
$218K - $243K
|
2K
$609K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-806- 9.43% |
$219K - $244K
|
7.75K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-810- 9.96% |
$220K - $246K
|
7.32K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-814- 5.12% |
$221K - $247K
|
15.1K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-814- 22.65% |
$221K - $247K
|
2.78K
$847K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-820- 3.78% |
$222K - $249K
|
20.9K
$6.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-821- 2.38% |
$223K - $249K
|
33.6K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-830- 11.84% |
$225K - $252K
|
6.18K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-836- 45.46% |
$227K - $253K
|
1K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-846- 14.76% |
$229K - $256K
|
4.88K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-847- 50.24% |
$230K - $257K
|
839
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-849- 1.7% |
$230K - $257K
|
49.2K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-869- 9.83% |
$236K - $263K
|
7.98K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-872- 1.29% |
$236K - $264K
|
66.6K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-879- 1.97% |
$238K - $266K
|
43.7K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-885- 24.93% |
$240K - $268K
|
2.67K
$812K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-892- 23.34% |
$242K - $270K
|
2.93K
$893K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-906- 4.27% |
$246K - $275K
|
20.3K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-907- 1.37% |
$246K - $275K
|
65.3K
$19.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-911- 1.75% |
$247K - $276K
|
51.2K
$15.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-912- 4.61% |
$247K - $276K
|
18.9K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-916- 22.01% |
$248K - $278K
|
3.25K
$989K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-917- 2.93% |
$249K - $278K
|
30.4K
$9.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-920- 35.17% |
$249K - $279K
|
1.7K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-920- 8.99% |
$249K - $279K
|
9.31K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-932- 54.44% |
$253K - $283K
|
780
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-934- 8.79% |
$253K - $283K
|
9.69K
$2.95M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-942- 9.21% |
$255K - $286K
|
9.29K
$2.83M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-950- 20.09% |
$258K - $288K
|
3.78K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-952- 20.39% |
$258K - $289K
|
3.72K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-953- 13.32% |
$258K - $289K
|
6.2K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-954- 4.99% |
$259K - $289K
|
18.2K
$5.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-957- 0.63% |
$260K - $290K
|
151K
$46.1M
|