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 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.13K- 10.43% |
$130K - $140K
|
9.69K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.16K- 19.06% |
$133K - $143K
|
4.9K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 44.44% |
$135K - $145K
|
1.47K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.2K- 32.04% |
$138K - $149K
|
2.55K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.21K- 21.61% |
$139K - $150K
|
4.38K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.24K- 12.97% |
$142K - $153K
|
8.29K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.31K- 4.26% |
$150K - $162K
|
29.4K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.33K- 35.78% |
$153K - $164K
|
2.38K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.4K- 39.5% |
$161K - $174K
|
2.15K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 2.63% |
$181K - $196K
|
58.3K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.61K- 7.06% |
$186K - $200K
|
21.2K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.66K- 3.56% |
$191K - $206K
|
45.1K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 3.06% |
$194K - $209K
|
53.5K
$6.61M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.7K- 9.31% |
$195K - $210K
|
16.5K
$2.04M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.72K- 13.16% |
$197K - $213K
|
11.3K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.73K- 6.76% |
$199K - $214K
|
23.9K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.73K- 39.94% |
$199K - $215K
|
2.61K
$322K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.84K- 50.0% |
$212K - $228K
|
1.84K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.87K- 1.58% |
$215K - $231K
|
116K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2K- 31.68% |
$230K - $248K
|
4.31K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.01K- 18.04% |
$232K - $249K
|
9.14K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.07K- 28.2% |
$238K - $256K
|
5.26K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.11K- 6.9% |
$243K - $262K
|
28.5K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.18K- 38.1% |
$251K - $270K
|
3.54K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-2.26K- 12.62% |
$260K - $280K
|
15.6K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.41K- 46.01% |
$277K - $299K
|
2.83K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.44K- 17.57% |
$280K - $302K
|
11.4K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.45K- 2.6% |
$282K - $303K
|
91.6K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.51K- 11.88% |
$288K - $311K
|
18.6K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.53K- 50.5% |
$291K - $314K
|
2.48K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2.66K- 9.12% |
$306K - $330K
|
26.5K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.91K- 74.96% |
$335K - $361K
|
972
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-2.91K- 0.49% |
$335K - $361K
|
593K
$73.1M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3K- 95.75% |
$345K - $372K
|
133
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.02K- 6.62% |
$347K - $374K
|
42.6K
$5.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.16K- 11.53% |
$364K - $392K
|
24.2K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.25K- 14.33% |
$374K - $403K
|
19.4K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.52K- 24.62% |
$405K - $436K
|
10.8K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 2.9% |
$417K - $449K
|
121K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.7K- 29.07% |
$426K - $459K
|
9.03K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.93K- 8.95% |
$453K - $488K
|
40K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.96K- 13.45% |
$456K - $491K
|
25.5K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.88K- 7.17% |
$561K - $604K
|
63.1K
$7.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.92K- 5.55% |
$566K - $610K
|
83.7K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.29K- 2.4% |
$608K - $655K
|
215K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.65K- 5.24% |
$651K - $701K
|
102K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.07K- 43.15% |
$699K - $752K
|
8K
$986K
|
|
|
May 08, 2025
Q1 2025
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-6.08K- 2.13% |
$699K - $753K
|
279K
$34.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.08K- 3.82% |
$700K - $754K
|
153K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.11K- 41.53% |
$703K - $758K
|
8.6K
$1.06M
|