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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.7KNew |
$4.22M - $4.55M
|
36.7K
$4.53M
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
36.7K+ 67.42% |
$4.22M - $4.55M
|
91.2K
$11.2M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
33.2K+ 10.3% |
$3.83M - $4.12M
|
356K
$43.9M
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29.3KNew |
$3.37M - $3.63M
|
29.3K
$3.61M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29K+ 10.53% |
$3.33M - $3.59M
|
304K
$37.5M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.5K+ 1.41% |
$3.28M - $3.54M
|
2.05M
$253M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.5K+ 405.95% |
$3.28M - $3.53M
|
35.5K
$4.38M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.9K+ 17.66% |
$3.21M - $3.46M
|
186K
$22.9M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.3KNew |
$3.15M - $3.39M
|
27.3K
$3.37M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2K+ 6.51% |
$3.02M - $3.25M
|
429K
$52.9M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26K+ 4.37% |
$2.99M - $3.22M
|
621K
$76.6M
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
25.1KNew |
$2.88M - $3.11M
|
25.1K
$3.09M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
24.8K+ 4.18% |
$2.85M - $3.07M
|
618K
$76.2M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.6K+ 101.3% |
$2.83M - $3.05M
|
48.9K
$6.03M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
22.1K+ 26.06% |
$2.54M - $2.74M
|
107K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.9K+ 31.98% |
$2.52M - $2.71M
|
90.4K
$11.1M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 679.21% |
$2.48M - $2.68M
|
24.8K
$3.06M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$2.44M - $2.63M
|
21.2K
$2.62M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.7K+ 1150.47% |
$2.38M - $2.56M
|
22.4K
$2.77M
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
20.4KNew |
$2.34M - $2.53M
|
20.4K
$2.51M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
20.1K+ 7.88% |
$2.32M - $2.49M
|
275K
$34M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
19.9KNew |
$2.29M - $2.46M
|
19.9K
$2.45M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
19.8KNew |
$2.27M - $2.45M
|
19.8K
$2.44M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
19.6K+ 5.17% |
$2.26M - $2.44M
|
400K
$49.3M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
19.2KNew |
$2.21M - $2.38M
|
19.2K
$2.37M
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.7KNew |
$2.15M - $2.32M
|
18.7K
$2.3M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.6K+ 5.94% |
$2.14M - $2.31M
|
332K
$40.9M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.4K+ 607.53% |
$2.12M - $2.28M
|
21.4K
$2.64M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.4K+ 329.11% |
$2M - $2.15M
|
22.6K
$2.79M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.5K+ 494.61% |
$1.9M - $2.05M
|
19.8K
$2.45M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.3K+ 2.21% |
$1.88M - $2.03M
|
757K
$93.4M
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
16.1K+ 5.69% |
$1.85M - $2M
|
299K
$36.9M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16K+ 56.25% |
$1.84M - $1.98M
|
44.4K
$5.48M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 7.98% |
$1.83M - $1.97M
|
216K
$26.6M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 51.99% |
$1.83M - $1.97M
|
46.4K
$5.73M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14.8K+ 13.02% |
$1.7M - $1.83M
|
128K
$15.8M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
14.3K+ 11.71% |
$1.65M - $1.77M
|
137K
$16.8M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13KNew |
$1.5M - $1.61M
|
13K
$1.61M
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
12.5KNew |
$1.44M - $1.55M
|
12.5K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
12K+ 37.69% |
$1.38M - $1.49M
|
43.9K
$5.42M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.9KNew |
$1.37M - $1.47M
|
11.9K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.8KNew |
$1.36M - $1.46M
|
11.8K
$1.45M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.7KNew |
$1.23M - $1.32M
|
10.7K
$1.32M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 36.87% |
$1.2M - $1.29M
|
38.6K
$4.77M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.81K+ 16.65% |
$1.13M - $1.22M
|
68.7K
$8.47M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.48K+ 456.02% |
$1.09M - $1.17M
|
11.6K
$1.43M
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
9.19K+ 78.56% |
$1.06M - $1.14M
|
20.9K
$2.58M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.19K+ 69.84% |
$1.06M - $1.14M
|
22.3K
$2.76M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.08K+ 225.96% |
$1.04M - $1.13M
|
13.1K
$1.62M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.06K+ 1.84% |
$1.04M - $1.12M
|
501K
$61.7M
|