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 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.86K+ 14.25% |
$213K - $230K
|
14.9K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.85K+ 4.4% |
$212K - $229K
|
43.8K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.85K+ 18.22% |
$212K - $229K
|
12K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.84K+ 100.55% |
$212K - $228K
|
3.68K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.83K+ 6.57% |
$211K - $227K
|
29.7K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.82K+ 13.22% |
$209K - $226K
|
15.6K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.82KNew |
$209K - $225K
|
1.82K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.81KNew |
$209K - $225K
|
1.81K
$224K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.81KNew |
$208K - $224K
|
1.81K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.78KNew |
$205K - $221K
|
1.78K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.78K+ 81.03% |
$205K - $221K
|
3.98K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.78KNew |
$205K - $221K
|
1.78K
$220K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.77K+ 3.32% |
$204K - $219K
|
55K
$6.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.77KNew |
$204K - $219K
|
1.77K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.74K+ 3.32% |
$201K - $216K
|
54.3K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.72K+ 11.06% |
$198K - $214K
|
17.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.71K+ 170800.0% |
$197K - $212K
|
1.71K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.59K+ 0.38% |
$183K - $197K
|
416K
$51.3M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$174K - $187K
|
1.51K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.51K+ 12.92% |
$173K - $187K
|
13.2K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.5K+ 1.5% |
$173K - $186K
|
102K
$12.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5K+ 35.83% |
$172K - $185K
|
5.67K
$700K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.48K+ 1.24% |
$170K - $183K
|
121K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.48K+ 18.04% |
$170K - $183K
|
9.69K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.42K+ 3.66% |
$163K - $176K
|
40.1K
$4.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.39K+ 3.81% |
$160K - $172K
|
37.9K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.39K+ 3.27% |
$159K - $172K
|
43.8K
$5.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.36K+ 2.45% |
$156K - $168K
|
56.8K
$7M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.35K+ 1.5% |
$155K - $167K
|
91.1K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 13.54% |
$155K - $167K
|
11.3K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.31K+ 93.5% |
$151K - $162K
|
2.71K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 696.26% |
$150K - $161K
|
1.49K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.29K+ 8.26% |
$149K - $160K
|
16.9K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.27K+ 5.55% |
$146K - $157K
|
24.1K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.26K+ 183.5% |
$145K - $156K
|
1.94K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.24K+ 20.6% |
$143K - $154K
|
7.28K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.21K+ 2.96% |
$139K - $150K
|
42.1K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.19K+ 59.27% |
$136K - $147K
|
3.19K
$393K
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
1.19K+ 7.87% |
$136K - $147K
|
16.2K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.14K+ 1.46% |
$132K - $142K
|
79.5K
$9.81M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.14K+ 3.51% |
$131K - $141K
|
33.6K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
BUY
|
- |
1.14K+ 39.19% |
$131K - $141K
|
4.04K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.12K+ 13.84% |
$129K - $139K
|
9.21K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.04K+ 7.27% |
$119K - $129K
|
15.3K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.04K+ 1.33% |
$119K - $128K
|
78.8K
$9.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03K+ 25.73% |
$118K - $127K
|
5.01K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
995+ 311.91% |
$115K - $123K
|
1.31K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
986+ 0.92% |
$113K - $122K
|
109K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
985+ 39.35% |
$113K - $122K
|
3.49K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
929+ 2.38% |
$107K - $115K
|
40K
$4.93M
|