Purchases and Sales Made in Q1 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL WORLD STK INDEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-170- 2.24% |
$19.6K - $21.1K
|
7.41K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-174- 0.17% |
$20K - $21.6K
|
102K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-180- 3.66% |
$20.7K - $22.3K
|
4.73K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-181- 5.45% |
$20.8K - $22.4K
|
3.14K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-185- 8.71% |
$21.3K - $22.9K
|
1.94K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-190- 0.16% |
$21.9K - $23.6K
|
117K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-198- 6.22% |
$22.8K - $24.5K
|
2.98K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-201- 0.4% |
$23.1K - $24.9K
|
50.3K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-208- 0.75% |
$23.9K - $25.8K
|
27.7K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-211- 16.02% |
$24.3K - $26.2K
|
1.11K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-212- 1.6% |
$24.4K - $26.3K
|
13K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-218- 2.19% |
$25.1K - $27K
|
9.73K
$1.2M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-222- 0.6% |
$25.5K - $27.5K
|
36.7K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-227- 23.62% |
$26.1K - $28.1K
|
734
$90.6K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-235- 1.32% |
$27K - $29.1K
|
17.5K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-237- 6.97% |
$27.3K - $29.4K
|
3.16K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-239- 10.59% |
$27.5K - $29.6K
|
2.02K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-243- 0.49% |
$28K - $30.1K
|
49K
$6.05M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-243- 7.4% |
$28K - $30.1K
|
3.04K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-244- 0.56% |
$28.1K - $30.2K
|
43.3K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-250- 10.77% |
$28.8K - $31K
|
2.07K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-252- 3.18% |
$29K - $31.2K
|
7.66K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-252- 37.39% |
$29K - $31.2K
|
422
$52.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-255- 0.35% |
$29.3K - $31.6K
|
73.4K
$9.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-261- 5.53% |
$30K - $32.4K
|
4.46K
$550K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-262- 1.13% |
$30.2K - $32.5K
|
23K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-267- 1.88% |
$30.7K - $33.1K
|
14K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-282- 1.26% |
$32.5K - $35K
|
22.1K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-298- 8.18% |
$34.3K - $36.9K
|
3.35K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-299- 10.36% |
$34.4K - $37.1K
|
2.59K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-304- 1.33% |
$35K - $37.7K
|
22.5K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-309- 14.71% |
$35.6K - $38.3K
|
1.79K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-324- 9.59% |
$37.3K - $40.2K
|
3.06K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-332- 29.0% |
$38.2K - $41.2K
|
813
$100K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-335- 11.62% |
$38.6K - $41.5K
|
2.55K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-361- 13.5% |
$41.5K - $44.8K
|
2.31K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-363- 3.44% |
$41.8K - $45K
|
10.2K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-374- 16.53% |
$43K - $46.4K
|
1.89K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-379- 9.8% |
$43.6K - $47K
|
3.49K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-379- 6.02% |
$43.6K - $47K
|
5.92K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-383- 4.14% |
$44.1K - $47.5K
|
8.88K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-386- 6.67% |
$44.4K - $47.9K
|
5.4K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-400- 1.14% |
$46K - $49.6K
|
34.6K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-400- 0.08% |
$46K - $49.6K
|
498K
$61.4M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-433- 13.65% |
$49.8K - $53.7K
|
2.74K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-437- 3.93% |
$50.3K - $54.2K
|
10.7K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-443- 1.15% |
$51K - $54.9K
|
38.1K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-443Closed |
$51K - $54.9K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-444- 16.25% |
$51.1K - $55K
|
2.29K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-445- 7.73% |
$51.2K - $55.2K
|
5.31K
$655K
|