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 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
891+ 0.46% |
$103K - $110K
|
196K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
874+ 2.88% |
$101K - $108K
|
31.2K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
872+ 99.89% |
$100K - $108K
|
1.75K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
869+ 21.55% |
$100K - $108K
|
4.9K
$605K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
850+ 20.25% |
$97.8K - $105K
|
5.05K
$623K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
846+ 6.15% |
$97.4K - $105K
|
14.6K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
841+ 6.58% |
$96.8K - $104K
|
13.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
829+ 31.17% |
$95.4K - $103K
|
3.49K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
819+ 8.85% |
$94.3K - $102K
|
10.1K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 2.48% |
$94.1K - $101K
|
33.7K
$4.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
813+ 13.25% |
$93.6K - $101K
|
6.95K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
801+ 5.8% |
$92.2K - $99.3K
|
14.6K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
800+ 19.02% |
$92.1K - $99.2K
|
5.01K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
760+ 5.7% |
$87.5K - $94.2K
|
14.1K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
753+ 12.28% |
$86.7K - $93.3K
|
6.89K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
736+ 9.96% |
$84.7K - $91.2K
|
8.13K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
732+ 13.36% |
$84.2K - $90.7K
|
6.21K
$766K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
728+ 23.21% |
$83.8K - $90.3K
|
3.86K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
723New |
$83.2K - $89.6K
|
723
$89.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
712+ 0.07% |
$81.9K - $88.3K
|
980K
$121M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
699+ 19.35% |
$80.4K - $86.7K
|
4.31K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
689+ 9.82% |
$79.3K - $85.4K
|
7.7K
$950K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
670+ 20.0% |
$77.1K - $83.1K
|
4.02K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
638+ 16.36% |
$73.4K - $79.1K
|
4.54K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
630+ 26.43% |
$72.5K - $78.1K
|
3.01K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
615New |
$70.8K - $76.2K
|
615
$75.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
590+ 25.51% |
$67.9K - $73.1K
|
2.9K
$358K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
577+ 7.28% |
$66.4K - $71.5K
|
8.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
572+ 7.9% |
$65.8K - $70.9K
|
7.82K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
565+ 251.11% |
$65K - $70K
|
790
$97.5K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
561+ 7.34% |
$64.6K - $69.5K
|
8.2K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
561+ 4.85% |
$64.6K - $69.5K
|
12.1K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
560+ 3.61% |
$64.4K - $69.4K
|
16.1K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
560+ 5.17% |
$64.4K - $69.4K
|
11.4K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
558+ 6.9% |
$64.2K - $69.2K
|
8.64K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
533+ 1.82% |
$61.3K - $66.1K
|
29.9K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
504+ 19.6% |
$58K - $62.5K
|
3.08K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
494New |
$56.8K - $61.2K
|
494
$60.9K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
492+ 2.71% |
$56.6K - $61K
|
18.7K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
458+ 24.0% |
$52.7K - $56.8K
|
2.37K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
453+ 1.73% |
$52.1K - $56.2K
|
26.7K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
438+ 2.1% |
$50.4K - $54.3K
|
21.3K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
415+ 128.88% |
$47.8K - $51.4K
|
737
$90.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
413+ 13.96% |
$47.5K - $51.2K
|
3.37K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
407+ 0.45% |
$46.8K - $50.5K
|
90K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
386+ 6.6% |
$44.4K - $47.9K
|
6.24K
$769K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
386+ 1.63% |
$44.4K - $47.9K
|
24.1K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
383+ 2.37% |
$44.1K - $47.5K
|
16.6K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
379+ 0.9% |
$43.6K - $47K
|
42.4K
$5.23M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
364+ 0.77% |
$41.9K - $45.1K
|
47.5K
$5.86M
|