Purchases and Sales Made in Q1 2025 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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 05, 2025 Q1 2025
Private Advisor Group, LLC

BUY
 -
3.32K
+ 2.52%
$382K - $411K
135K $16.7M
Apr 14, 2025 Q1 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
3.28K
+ 64.26%
$378K - $407K
8.39K $1.03M
May 29, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
3.27K
New
$377K - $406K
3.27K $404K
Apr 21, 2025 Q1 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
3.07K
+ 22.58%
$353K - $380K
16.6K $2.05M
May 14, 2025 Q1 2025
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
3.05K
+ 17.84%
$351K - $378K
20.2K $2.49M
Apr 09, 2025 Q1 2025
Affiance Financial, LLC

BUY
 -
3.01K
+ 11.32%
$346K - $373K
29.6K $3.65M
May 15, 2025 Q1 2025
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
2.97K
+ 32.9%
$342K - $369K
12K $1.48M
May 08, 2025 Q1 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.93K
+ 55.41%
$338K - $364K
8.23K $1.02M
May 13, 2025 Q1 2025
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.86K
New
$329K - $354K
2.86K $352K
May 06, 2025 Q1 2025
Wedbush Securities Inc

BUY
 -
2.85K
+ 22.39%
$328K - $354K
15.6K $1.92M
Apr 21, 2025 Q1 2025
Xy Planning Network, Inc.

Bozeman, MT
BUY
 -
2.84K
New
$327K - $352K
2.84K $351K
May 15, 2025 Q1 2025
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.8K
+ 1.81%
$323K - $347K
158K $19.5M
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

BUY
 -
2.78K
+ 289.18%
$320K - $345K
3.74K $461K
May 13, 2025 Q1 2025
Lincoln Capital LLC

BUY
 -
2.69K
New
$310K - $334K
2.69K $332K
Apr 25, 2025 Q1 2025
Heritage Investment Group, Inc.

BUY
 -
2.62K
+ 5.83%
$301K - $325K
47.5K $5.87M
May 09, 2025 Q1 2025
Chicago Partners Investment Group LLC

BUY
 -
2.62K
+ 25.51%
$301K - $324K
12.9K $1.59M
Apr 28, 2025 Q1 2025
Latitude Advisors, LLC

BUY
 -
2.61K
New
$300K - $323K
2.61K $322K
Apr 16, 2025 Q1 2025
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
2.55K
New
$293K - $316K
2.55K $315K
May 14, 2025 Q1 2025
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
2.52K
+ 3.14%
$290K - $313K
82.9K $10.2M
Apr 24, 2025 Q1 2025
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
2.52K
+ 95.27%
$290K - $312K
5.17K $637K
Apr 28, 2025 Q1 2025
Revisor Wealth Management LLC

Akron, OH
BUY
 -
2.51K
New
$289K - $311K
2.51K $310K
Apr 28, 2025 Q1 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
2.5K
+ 1.6%
$288K - $310K
159K $19.6M
May 13, 2025 Q1 2025
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
2.48K
+ 23.34%
$285K - $307K
13.1K $1.61M
Apr 15, 2025 Q1 2025
Simon Quick Advisors, LLC

BUY
 -
2.45K
+ 0.69%
$282K - $304K
356K $44M
May 15, 2025 Q1 2025
Blkbrd Asset Management, LP

Old Greenwich, CT
BUY
 -
2.45K
New
$282K - $304K
2.45K $302K
Apr 30, 2025 Q1 2025
Valeo Financial Advisors, LLC

BUY
 -
2.45K
+ 5.9%
$282K - $303K
43.9K $5.42M
May 14, 2025 Q1 2025
Toroso Investments, LLC

Massapequa, NY
BUY
 -
2.44K
+ 17.84%
$281K - $302K
16.1K $1.99M
May 15, 2025 Q1 2025
Twin Tree Management, LP

Dallas, TX
BUY
 -
2.43K
New
$279K - $301K
2.43K $299K
May 01, 2025 Q1 2025
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
2.38K
+ 5.13%
$274K - $296K
48.8K $6.03M
Apr 24, 2025 Q1 2025
Joel Isaacson & Co., LLC

BUY
 -
2.34K
+ 4.07%
$269K - $290K
59.9K $7.39M
May 15, 2025 Q1 2025
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.31K
+ 14.0%
$266K - $286K
18.8K $2.32M
May 14, 2025 Q1 2025
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.28K
New
$262K - $283K
2.28K $281K
Apr 24, 2025 Q1 2025
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2.27K
New
$261K - $281K
2.27K $280K
Apr 18, 2025 Q1 2025
Jp Wealth Management, Inc.

Mt. Pleasant, SC
BUY
 -
2.23K
New
$257K - $276K
2.23K $275K
Apr 29, 2025 Q1 2025
Planning Directions Inc

BUY
 -
2.22K
+ 5.46%
$255K - $275K
42.8K $5.29M
May 15, 2025 Q1 2025
Ascent Group, LLC

BUY
 -
2.21K
New
$254K - $274K
2.21K $272K
Apr 24, 2025 Q1 2025
Bsw Wealth Partners

Boulder, CO
BUY
 -
2.16K
+ 16.25%
$249K - $268K
15.5K $1.91M
Apr 10, 2025 Q1 2025
Thrive Wealth Management, LLC

BUY
 -
2.16K
New
$248K - $267K
2.16K $266K
May 15, 2025 Q1 2025
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.12K
New
$244K - $263K
2.12K $262K
Apr 21, 2025 Q1 2025
Riverwater Partners LLC

BUY
 -
2.1K
New
$241K - $260K
2.1K $259K
May 09, 2025 Q1 2025
Empire Life Investments Inc.

BUY
 -
2.07K
+ 48.05%
$239K - $257K
6.39K $788K
May 13, 2025 Q1 2025
Vestmark Advisory Solutions, Inc.

BUY
 -
2.04K
New
$235K - $253K
2.04K $252K
Apr 22, 2025 Q1 2025
Legacy Advisors, LLC

BUY
 -
1.96K
New
$226K - $243K
1.96K $242K
May 01, 2025 Q1 2025
Goal Fusion Wealth Management, LLC

BUY
 -
1.94K
+ 0.98%
$223K - $240K
200K $24.7M
May 12, 2025 Q1 2025
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.93K
+ 20.09%
$222K - $239K
11.5K $1.42M
May 08, 2025 Q1 2025
Mesirow Financial Investment Management, Inc.

BUY
 -
1.89K
+ 1.06%
$217K - $234K
181K $22.3M
Apr 18, 2025 Q1 2025
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
1.89K
New
$217K - $234K
1.89K $233K
Apr 07, 2025 Q1 2025
Summit Global Investments

Bountiful, UT
BUY
 -
1.88K
New
$216K - $233K
1.88K $232K
Apr 22, 2025 Q1 2025
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
1.87K
New
$215K - $231K
1.87K $230K

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