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 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-116K- 93.04% |
$31.6M - $35.3M
|
8.71K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-125K- 61.95% |
$34M - $38M
|
77K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-131K- 96.35% |
$35.6M - $39.8M
|
4.98K
$1.52M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 38.96% |
$36.2M - $40.5M
|
209K
$63.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-143K- 21.25% |
$38.8M - $43.3M
|
530K
$161M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-148K- 40.63% |
$40.1M - $44.8M
|
216K
$65.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-182K- 99.81% |
$49.3M - $55.1M
|
354
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-182K- 27.89% |
$49.4M - $55.2M
|
471K
$143M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-200K- 13.4% |
$54.4M - $60.8M
|
1.3M
$395M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-211K- 42.84% |
$57.2M - $63.9M
|
281K
$85.8M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-214K- 99.18% |
$58M - $64.8M
|
1.77K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-221K- 85.63% |
$59.8M - $66.9M
|
37K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-281K- 19.89% |
$76.2M - $85.2M
|
1.13M
$345M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-328K- 34.03% |
$88.8M - $99.3M
|
635K
$194M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-374K- 5.83% |
$101M - $113M
|
6.03M
$1.84B
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-491K- 54.79% |
$133M - $149M
|
405K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-874K- 3.24% |
$237M - $265M
|
26.1M
$7.95B
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.07M- 48.93% |
$290M - $324M
|
1.12M
$340M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.46M- 95.88% |
$395M - $442M
|
62.7K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.62M- 99.64% |
$439M - $490M
|
5.91K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.17M- 98.33% |
$860M - $961M
|
53.7K
$16.4M
|