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 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
8.8KNew |
$1.01M - $1.09M
|
8.8K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.45K+ 43.51% |
$972K - $1.05M
|
27.9K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
8.31K+ 23.69% |
$956K - $1.03M
|
43.4K
$5.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
8.3KNew |
$955K - $1.03M
|
8.3K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
8.01KNew |
$921K - $993K
|
8.01K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.98KNew |
$918K - $989K
|
7.98K
$984K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.84K+ 15.33% |
$902K - $972K
|
59K
$7.28M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.42KNew |
$854K - $920K
|
7.42K
$916K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.35K+ 6.29% |
$846K - $911K
|
124K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.31K+ 25.11% |
$842K - $907K
|
36.4K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7.24K+ 43.44% |
$833K - $897K
|
23.9K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.74KNew |
$776K - $836K
|
6.74K
$832K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.7K+ 58.02% |
$771K - $831K
|
18.2K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.26K+ 1.37% |
$720K - $775K
|
464K
$57.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.05KNew |
$696K - $749K
|
6.05K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$688K - $741K
|
5.98K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.95K+ 10.2% |
$685K - $738K
|
64.3K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.79K+ 1.23% |
$666K - $718K
|
478K
$58.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.69K+ 31.27% |
$655K - $706K
|
23.9K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.6KNew |
$644K - $694K
|
5.6K
$691K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.49K+ 17.1% |
$632K - $681K
|
37.6K
$4.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
5.4K+ 4.44% |
$622K - $670K
|
127K
$15.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
5.4KNew |
$621K - $669K
|
5.4K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.19K+ 6.43% |
$597K - $643K
|
85.8K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.08K+ 17.82% |
$585K - $630K
|
33.6K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
5.03KNew |
$579K - $624K
|
5.03K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.89K+ 30.3% |
$563K - $606K
|
21K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.61KNew |
$531K - $572K
|
4.61K
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 7.34% |
$527K - $567K
|
66.9K
$8.26M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.57K+ 122.03% |
$525K - $566K
|
8.31K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.42K+ 158.99% |
$509K - $548K
|
7.2K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.38KNew |
$505K - $543K
|
4.38K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.33K+ 8.31% |
$499K - $537K
|
56.5K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 13.72% |
$496K - $534K
|
35.7K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 16.61% |
$480K - $517K
|
29.3K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.16KNew |
$479K - $515K
|
4.16K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 7.5% |
$475K - $512K
|
59.2K
$7.3M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.06K+ 14.66% |
$467K - $504K
|
31.8K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.05K+ 16.6% |
$466K - $502K
|
28.4K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.02K+ 4.89% |
$462K - $498K
|
86.2K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.98K+ 4.32% |
$457K - $493K
|
96.1K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.72K+ 8.76% |
$428K - $461K
|
46.2K
$5.7M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.67K+ 17.92% |
$422K - $455K
|
24.1K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.6KNew |
$414K - $446K
|
3.6K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.59K+ 8.93% |
$414K - $446K
|
43.8K
$5.41M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.54K+ 182.91% |
$408K - $439K
|
5.48K
$676K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.4KNew |
$391K - $421K
|
3.4K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$390K - $420K
|
3.39K
$418K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$386K - $416K
|
3.36K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.35KNew |
$385K - $415K
|
3.35K
$413K
|