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 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.18K- 8.23% |
$861K - $963K
|
35.4K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.22K- 1.87% |
$872K - $975K
|
169K
$51.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.23K- 2.1% |
$876K - $979K
|
151K
$45.9M
|
|
|
May 01, 2025
Q1 2025
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-3.24K- 1.07% |
$879K - $983K
|
300K
$91.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.26K- 11.32% |
$883K - $987K
|
25.5K
$7.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.41% |
$891K - $996K
|
57.4K
$17.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-3.32K- 11.62% |
$899K - $1M
|
25.2K
$7.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
SELL
|
- |
-3.37K- 0.41% |
$914K - $1.02M
|
822K
$251M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-3.4K- 39.08% |
$922K - $1.03M
|
5.3K
$1.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.41K- 7.32% |
$923K - $1.03M
|
43.1K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 11.88% |
$924K - $1.03M
|
25.3K
$7.7M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.41K- 2.28% |
$926K - $1.03M
|
146K
$44.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.48K- 4.4% |
$945K - $1.06M
|
75.7K
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.52K- 0.22% |
$956K - $1.07M
|
1.62M
$493M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.53K- 25.17% |
$958K - $1.07M
|
10.5K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.61K- 24.0% |
$980K - $1.1M
|
11.4K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.63K- 3.03% |
$984K - $1.1M
|
116K
$35.3M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3.67K- 5.94% |
$995K - $1.11M
|
58.1K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.75K- 10.55% |
$1.02M - $1.14M
|
31.8K
$9.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.75K- 5.19% |
$1.02M - $1.14M
|
68.6K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 7.04% |
$1.04M - $1.16M
|
50.5K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-3.83K- 12.78% |
$1.04M - $1.16M
|
26.1K
$7.97M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.84K- 15.7% |
$1.04M - $1.16M
|
20.6K
$6.29M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-3.89K- 1.64% |
$1.05M - $1.18M
|
233K
$71M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.91K- 4.69% |
$1.06M - $1.19M
|
79.6K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.94K- 51.13% |
$1.07M - $1.19M
|
3.76K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.04K- 16.35% |
$1.1M - $1.22M
|
20.7K
$6.3M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.04K- 0.36% |
$1.1M - $1.22M
|
1.13M
$345M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-4.05K- 26.04% |
$1.1M - $1.23M
|
11.5K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 39.05% |
$1.11M - $1.24M
|
6.4K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 3.53% |
$1.13M - $1.26M
|
114K
$34.7M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-4.23K- 48.47% |
$1.15M - $1.28M
|
4.5K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 3.99% |
$1.19M - $1.33M
|
105K
$32.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-4.38K- 7.37% |
$1.19M - $1.33M
|
55.1K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-4.41K- 9.85% |
$1.19M - $1.34M
|
40.3K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.41K- 13.33% |
$1.2M - $1.34M
|
28.7K
$8.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-4.41K- 29.23% |
$1.2M - $1.34M
|
10.7K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.42K- 5.86% |
$1.2M - $1.34M
|
71K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.45K- 3.65% |
$1.21M - $1.35M
|
118K
$35.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.48K- 12.82% |
$1.22M - $1.36M
|
30.5K
$9.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-4.64K- 1.72% |
$1.26M - $1.41M
|
265K
$80.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.71K- 39.65% |
$1.28M - $1.43M
|
7.18K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.76K- 53.49% |
$1.29M - $1.44M
|
4.14K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 3.61% |
$1.3M - $1.45M
|
128K
$39.1M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.83K- 15.38% |
$1.31M - $1.47M
|
26.6K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.87K- 4.04% |
$1.32M - $1.48M
|
116K
$35.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.99K- 2.08% |
$1.35M - $1.51M
|
235K
$71.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.01K- 47.29% |
$1.36M - $1.52M
|
5.58K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.04K- 0.94% |
$1.37M - $1.53M
|
532K
$162M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-5.04K- 46.6% |
$1.37M - $1.53M
|
5.78K
$1.76M
|