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 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
360+ 17.55% |
$41.4K - $44.6K
|
2.41K
$297K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
340+ 39.04% |
$39.1K - $42.1K
|
1.21K
$149K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
332+ 20.76% |
$38.2K - $41.2K
|
1.93K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
329+ 92.94% |
$37.9K - $40.8K
|
683
$84.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
328+ 0.18% |
$37.7K - $40.7K
|
181K
$22.3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
324+ 7.53% |
$37.3K - $40.2K
|
4.62K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
312+ 0.23% |
$35.9K - $38.7K
|
136K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
310+ 5.41% |
$35.7K - $38.4K
|
6.04K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
301+ 0.29% |
$34.6K - $37.3K
|
106K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
299+ 4.69% |
$34.4K - $37.1K
|
6.68K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
295+ 9.27% |
$33.9K - $36.6K
|
3.48K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
289+ 10.81% |
$33.3K - $35.8K
|
2.96K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
287+ 2.4% |
$33K - $35.6K
|
12.2K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
286+ 11.44% |
$32.9K - $35.5K
|
2.79K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
280+ 112.0% |
$32.2K - $34.7K
|
530
$65.4K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
275+ 5.92% |
$31.6K - $34.1K
|
4.92K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
268+ 4.41% |
$30.8K - $33.2K
|
6.35K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
264+ 12.61% |
$30.4K - $32.7K
|
2.36K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
263+ 0.86% |
$30.3K - $32.6K
|
30.8K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
262+ 10.63% |
$30.2K - $32.5K
|
2.73K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
260New |
$29.9K - $32.2K
|
260
$32.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
256+ 0.95% |
$29.5K - $31.7K
|
27.1K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
249New |
$28.7K - $30.9K
|
249
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
249+ 91.21% |
$28.7K - $30.9K
|
522
$64.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
245+ 0.71% |
$28.2K - $30.4K
|
34.9K
$4.3M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
244+ 26.49% |
$28.1K - $30.2K
|
1.17K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
241+ 4.92% |
$27.7K - $29.9K
|
5.14K
$635K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
239+ 3.93% |
$27.5K - $29.6K
|
6.32K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
236New |
$27.2K - $29.3K
|
236
$29.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
232+ 2.46% |
$26.7K - $28.8K
|
9.65K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
226+ 5.89% |
$26K - $28K
|
4.06K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
223New |
$25.7K - $27.6K
|
223
$27.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
221+ 0.6% |
$25.4K - $27.4K
|
37K
$4.57M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
218+ 0.89% |
$25.1K - $27K
|
24.7K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
218New |
$25.1K - $27K
|
218
$26.9K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 1.38% |
$24.7K - $26.7K
|
15.8K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
208+ 7.23% |
$23.9K - $25.8K
|
3.09K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
206+ 6.59% |
$23.7K - $25.5K
|
3.33K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
201+ 1.87% |
$23.1K - $24.9K
|
11K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
198+ 9.73% |
$22.8K - $24.5K
|
2.23K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
193+ 4.91% |
$22.2K - $23.9K
|
4.12K
$508K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
189+ 3.91% |
$21.8K - $23.4K
|
5.02K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
189New |
$21.8K - $23.4K
|
189
$23.3K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
186+ 2.29% |
$21.4K - $23.1K
|
8.32K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
184+ 1.98% |
$21.2K - $22.8K
|
9.48K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
183+ 2.65% |
$21.1K - $22.7K
|
7.08K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
164+ 35.34% |
$18.9K - $20.3K
|
628
$77.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
162+ 14.59% |
$18.6K - $20.1K
|
1.27K
$157K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
160+ 2.34% |
$18.4K - $19.8K
|
7K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
158+ 0.54% |
$18.2K - $19.6K
|
29.5K
$3.63M
|