Institutional Ownership Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT). We have compiled data on the 1,118 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
49,673
shares
|
$6.48 Million
1.12% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
49,597
shares
|
$6.47 Million
0.15% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
47,783
shares
|
$6.24 Million
0.47% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
47,555
shares
|
$6.21 Million
0.03% of portfolio
|
Q2 2023
Reduced 76.68%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
46,429
shares
|
$6.06 Million
0.14% of portfolio
|
Q1 2025
Added 51.99%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
46,396
shares
|
$6.06 Million
0.04% of portfolio
|
Q1 2025
Added 692.82%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
46,196
shares
|
$6.03 Million
0.25% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
45,232
shares
|
$5.91 Million
0.02% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
45,158
shares
|
$5.9 Million
3.88% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
44,785
shares
|
$5.85 Million
0.02% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
44,612
shares
|
$5.82 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
44,465
shares
|
$5.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
44,399
shares
|
$5.8 Million
0.07% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
44,069
shares
|
$5.75 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
43,895
shares
|
$5.73 Million
2.42% of portfolio
|
Q1 2025
Added 37.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
43,895
shares
|
$5.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
43,840
shares
|
$5.72 Million
0.12% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
43,777
shares
|
$5.72 Million
0.07% of portfolio
|
Q2 2025
Added 93.44%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
43,766
shares
|
$5.71 Million
0.81% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
43,400
shares
|
$5.67 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
43,377
shares
|
$5.66 Million
0.16% of portfolio
|
Q1 2025
Added 23.69%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
43,282
shares
|
$5.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
43,231
shares
|
$5.64 Million
1.81% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
43,153
shares
|
$5.63 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
42,973
shares
|
$5.61 Million
0.14% of portfolio
|
Q1 2025
Added 1274.26%
|