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 1,108 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
50,305
shares
|
$6.21 Million
0.35% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
50,118
shares
|
$6.18 Million
2.23% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
49,859
shares
|
$6.15 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
49,040
shares
|
$6.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
48,889
shares
|
$6.03 Million
0.22% of portfolio
|
Q1 2025
Added 101.3%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
48,846
shares
|
$6.03 Million
1.73% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
47,555
shares
|
$5.87 Million
0.03% of portfolio
|
Q2 2023
Reduced 76.68%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
47,544
shares
|
$5.87 Million
1.04% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
47,474
shares
|
$5.86 Million
0.47% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
46,429
shares
|
$5.73 Million
0.14% of portfolio
|
Q1 2025
Added 51.99%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
46,396
shares
|
$5.72 Million
0.04% of portfolio
|
Q1 2025
Added 692.82%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
46,196
shares
|
$5.7 Million
0.25% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
45,088
shares
|
$5.56 Million
2.23% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
44,465
shares
|
$5.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
44,399
shares
|
$5.48 Million
0.07% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
44,128
shares
|
$5.44 Million
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
43,928
shares
|
$5.42 Million
0.12% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
43,895
shares
|
$5.42 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
|
$5.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
43,840
shares
|
$5.41 Million
0.12% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
43,809
shares
|
$5.4 Million
3.43% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
43,766
shares
|
$5.4 Million
0.81% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
43,400
shares
|
$5.35 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
43,377
shares
|
$5.35 Million
0.16% of portfolio
|
Q1 2025
Added 23.69%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
43,318
shares
|
$5.34 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.56%
|