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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-453- 4.84% |
$52.1K - $56.2K
|
8.91K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-455- 6.73% |
$52.4K - $56.4K
|
6.3K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-466- 3.12% |
$53.6K - $57.8K
|
14.5K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-468- 3.15% |
$53.9K - $58K
|
14.4K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-475- 14.92% |
$54.7K - $58.9K
|
2.71K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-500- 0.87% |
$57.5K - $62K
|
56.9K
$7.03M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-506- 4.96% |
$58.2K - $62.7K
|
9.69K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-509- 99.8% |
$58.6K - $63.1K
|
1
$123
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-512- 18.31% |
$58.9K - $63.5K
|
2.28K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-527- 3.06% |
$60.6K - $65.3K
|
16.7K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-558- 1.27% |
$64.2K - $69.2K
|
43.2K
$5.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-558- 1.1% |
$64.2K - $69.2K
|
50.1K
$6.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-586- 1.32% |
$67.4K - $72.6K
|
43.9K
$5.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-606- 22.91% |
$69.7K - $75.1K
|
2.04K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-615- 11.87% |
$70.8K - $76.2K
|
4.57K
$563K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-645- 0.95% |
$74.2K - $80K
|
67.5K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-647- 13.83% |
$74.5K - $80.2K
|
4.03K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-650- 4.12% |
$74.8K - $80.6K
|
15.1K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-688- 1.98% |
$79.2K - $85.3K
|
34.1K
$4.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-708- 1.29% |
$81.5K - $87.8K
|
54.1K
$6.67M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-714- 14.69% |
$82.2K - $88.5K
|
4.15K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-752- 23.1% |
$86.5K - $93.2K
|
2.5K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-761- 8.52% |
$87.6K - $94.3K
|
8.17K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-773- 0.61% |
$89K - $95.8K
|
125K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-776- 3.87% |
$89.3K - $96.2K
|
19.3K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-788- 20.55% |
$90.7K - $97.7K
|
3.05K
$376K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-791- 10.37% |
$91K - $98.1K
|
6.84K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-794- 4.54% |
$91.4K - $98.4K
|
16.7K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-857- 26.67% |
$98.6K - $106K
|
2.36K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-874- 3.61% |
$101K - $108K
|
23.3K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-881- 9.61% |
$101K - $109K
|
8.29K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-893- 14.93% |
$103K - $111K
|
5.09K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-900- 8.78% |
$104K - $112K
|
9.35K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-937- 3.43% |
$108K - $116K
|
26.4K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-939- 23.25% |
$108K - $116K
|
3.1K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-942- 5.92% |
$108K - $117K
|
15K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-975- 5.62% |
$112K - $121K
|
16.4K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-975- 1.46% |
$112K - $121K
|
65.9K
$8.13M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-984- 2.29% |
$113K - $122K
|
42K
$5.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-999- 10.27% |
$115K - $124K
|
8.73K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1K- 31.3% |
$115K - $124K
|
2.2K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1K- 3.32% |
$115K - $124K
|
29.1K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.03K- 1.74% |
$119K - $128K
|
58.4K
$7.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.04K- 2.64% |
$120K - $129K
|
38.5K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.06K- 2.8% |
$122K - $132K
|
36.9K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.08K- 8.9% |
$124K - $133K
|
11K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 3.29% |
$124K - $133K
|
31.7K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 9.76% |
$125K - $135K
|
10.1K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.11K- 10.76% |
$128K - $138K
|
9.24K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.12K- 1.57% |
$129K - $139K
|
70.2K
$8.65M
|