Institutional Ownership Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI). We have compiled data on the 3,356 institutions that hold shares in the stock, with a total of 460 Million shares, which have been reported (via 13F filing form) to have a value of $139 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
257,655
shares
|
$76.2 Million
3.09% of portfolio
|
Q4 2024
Added 693.03%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
251,757
shares
|
$74.5 Million
4.69% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
249,412
shares
|
$73.8 Million
16.09% of portfolio
|
Q4 2024
Added 30.71%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
248,796
shares
|
$73.6 Million
29.11% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
247,477
shares
|
$73.2 Million
27.99% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
247,343
shares
|
$73.2 Million
1.13% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
244,368
shares
|
$72.3 Million
5.58% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
244,261
shares
|
$72.3 Million
10.76% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Stash Investments, LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
243,849
shares
|
$72.2 Million
39.9% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
241,773
shares
|
$71.5 Million
11.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
240,499
shares
|
$71.2 Million
4.79% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
240,417
shares
|
$71.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
240,015
shares
|
$71 Million
7.33% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
237,100
shares
|
$70.2 Million
8.94% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
236,642
shares
|
$70 Million
9.81% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
235,784
shares
|
$69.8 Million
68.9% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
228,714
shares
|
$67.7 Million
0.94% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
227,474
shares
|
$67.3 Million
4.88% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
222,986
shares
|
$66 Million
0.94% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
222,554
shares
|
$65.9 Million
5.59% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
222,063
shares
|
$65.7 Million
22.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
221,927
shares
|
$65.7 Million
26.8% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
221,687
shares
|
$65.6 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
221,411
shares
|
$65.5 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
221,356
shares
|
$65.5 Million
8.77% of portfolio
|
Q4 2024
Added 16.53%
|