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 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.32K- 5.15% |
$628K - $702K
|
42.6K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.33K- 5.95% |
$631K - $705K
|
36.8K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.33K- 5.35% |
$631K - $706K
|
41.2K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.34K- 3.77% |
$635K - $709K
|
59.7K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.36K- 4.0% |
$639K - $714K
|
56.6K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.36K- 4.0% |
$639K - $714K
|
56.6K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.36K- 14.54% |
$641K - $717K
|
13.9K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.39K- 17.28% |
$648K - $724K
|
11.4K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.4K- 0.74% |
$652K - $729K
|
323K
$98.4M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.41K- 55.62% |
$652K - $729K
|
1.92K
$585K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.41K- 16.55% |
$653K - $730K
|
12.1K
$3.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.42K- 6.92% |
$655K - $732K
|
32.5K
$9.91M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.42K- 49.19% |
$655K - $732K
|
2.5K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.42K- 18.51% |
$656K - $733K
|
10.6K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 14.24% |
$657K - $734K
|
14.6K
$4.44M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-2.46K- 99.64% |
$667K - $746K
|
9
$2.74K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.46K- 16.33% |
$668K - $747K
|
12.6K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 4.31% |
$684K - $764K
|
56K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.53K- 1.35% |
$685K - $766K
|
184K
$56.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.55K- 9.92% |
$692K - $774K
|
23.2K
$7.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-2.56K- 1.04% |
$695K - $777K
|
245K
$74.7M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.62K- 12.02% |
$712K - $795K
|
19.2K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.63K- 1.6% |
$713K - $797K
|
162K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.68K- 9.29% |
$726K - $812K
|
26.2K
$7.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.71K- 33.69% |
$735K - $821K
|
5.33K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.72K- 1.04% |
$736K - $823K
|
259K
$79M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.72K- 25.44% |
$738K - $825K
|
7.98K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 17.2% |
$738K - $825K
|
13.1K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-2.73K- 30.79% |
$739K - $826K
|
6.13K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.74K- 27.5% |
$743K - $831K
|
7.23K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.75K- 2.68% |
$745K - $832K
|
99.9K
$30.4M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.75K- 99.53% |
$745K - $833K
|
13
$3.96K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-2.8K- 5.25% |
$758K - $848K
|
50.5K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.83K- 7.9% |
$766K - $856K
|
32.9K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.84K- 16.52% |
$769K - $860K
|
14.3K
$4.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.91K- 5.11% |
$789K - $881K
|
53.9K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.91K- 22.52% |
$789K - $882K
|
10K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-2.91K- 5.27% |
$790K - $883K
|
52.4K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.92K- 8.45% |
$790K - $884K
|
31.6K
$9.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.93K- 31.04% |
$793K - $887K
|
6.5K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.96K- 9.33% |
$803K - $897K
|
28.7K
$8.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.97K- 0.88% |
$806K - $901K
|
333K
$102M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.99K- 1.13% |
$809K - $905K
|
260K
$79.3M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-2.99K- 91.57% |
$810K - $905K
|
275
$83.8K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3.03K- 5.7% |
$821K - $918K
|
50.1K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.12K- 5.85% |
$846K - $945K
|
50.2K
$15.3M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.15K- 2.84% |
$854K - $954K
|
108K
$32.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.16K- 2.21% |
$857K - $958K
|
140K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.17K- 8.93% |
$859K - $960K
|
32.3K
$9.85M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.17K- 24.89% |
$859K - $961K
|
9.56K
$2.92M
|