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 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8.6K- 4.19% |
$2.33M - $2.61M
|
197K
$60M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.6K- 3.05% |
$2.33M - $2.61M
|
274K
$83.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.61K- 11.0% |
$2.33M - $2.61M
|
69.6K
$21.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-8.78K- 6.51% |
$2.38M - $2.66M
|
126K
$38.4M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.06K- 4.07% |
$2.46M - $2.75M
|
213K
$65.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.21K- 8.72% |
$2.5M - $2.79M
|
96.4K
$29.4M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-9.22K- 12.95% |
$2.5M - $2.79M
|
62K
$18.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-9.33K- 6.47% |
$2.53M - $2.83M
|
135K
$41.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9.35K- 14.99% |
$2.53M - $2.83M
|
53K
$16.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.49K- 9.86% |
$2.57M - $2.88M
|
86.7K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.61K- 0.16% |
$2.61M - $2.91M
|
6.18M
$1.88B
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-9.66K- 13.7% |
$2.62M - $2.93M
|
60.8K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.75K- 39.84% |
$2.64M - $2.95M
|
14.7K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.95K- 1.16% |
$2.7M - $3.02M
|
849K
$259M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 1.14% |
$2.78M - $3.1M
|
887K
$271M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-10.3K- 24.67% |
$2.79M - $3.12M
|
31.4K
$9.58M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-10.4K- 58.12% |
$2.81M - $3.14M
|
7.47K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.5K- 2.59% |
$2.84M - $3.18M
|
394K
$120M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-10.7K- 16.41% |
$2.89M - $3.23M
|
54.3K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-10.7K- 8.88% |
$2.91M - $3.26M
|
110K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.8K- 17.48% |
$2.92M - $3.26M
|
50.8K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-10.8K- 14.25% |
$2.94M - $3.28M
|
65.2K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-11K- 6.43% |
$2.98M - $3.33M
|
160K
$48.7M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-11.4K- 2.32% |
$3.09M - $3.45M
|
480K
$146M
|
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-11.5K- 2.94% |
$3.12M - $3.48M
|
379K
$116M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-11.7K- 11.54% |
$3.17M - $3.55M
|
89.7K
$27.3M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-11.9K- 93.24% |
$3.24M - $3.62M
|
866
$264K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.1K- 5.92% |
$3.29M - $3.68M
|
193K
$58.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-12.3K- 7.8% |
$3.32M - $3.72M
|
145K
$44.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 8.89% |
$3.44M - $3.85M
|
130K
$39.7M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-12.7K- 33.66% |
$3.45M - $3.85M
|
25K
$7.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-13.1K- 26.65% |
$3.54M - $3.96M
|
36K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-13.1K- 76.29% |
$3.56M - $3.98M
|
4.09K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.3K- 35.75% |
$3.59M - $4.02M
|
23.8K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-13.3K- 27.59% |
$3.62M - $4.04M
|
35K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13.4K- 5.54% |
$3.63M - $4.06M
|
228K
$69.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.4K- 6.91% |
$3.64M - $4.07M
|
181K
$55.1M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-13.4K- 47.95% |
$3.64M - $4.07M
|
14.6K
$4.45M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-13.7K- 8.94% |
$3.71M - $4.15M
|
139K
$42.5M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-14.1K- 1.13% |
$3.83M - $4.28M
|
1.23M
$375M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.6K- 1.6% |
$3.95M - $4.42M
|
896K
$273M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 67.1% |
$3.98M - $4.45M
|
7.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-15.2K- 21.23% |
$4.13M - $4.61M
|
56.5K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.4K- 15.61% |
$4.16M - $4.65M
|
83K
$25.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 24.52% |
$4.17M - $4.66M
|
47.3K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-16.9K- 6.52% |
$4.59M - $5.13M
|
243K
$74M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.1K- 7.68% |
$4.64M - $5.19M
|
206K
$62.8M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.7K- 16.98% |
$4.8M - $5.37M
|
86.6K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.5K- 26.23% |
$5.03M - $5.62M
|
52.2K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19K- 48.85% |
$5.16M - $5.77M
|
19.9K
$6.07M
|