Purchases and Sales Made in Q2 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
98.7KNew |
$10.2M - $12.7M
|
98.7K
$12.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
58.1K+ 37.97% |
$6M - $7.47M
|
211K
$27.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
26.7K+ 204.13% |
$2.76M - $3.44M
|
39.8K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
21.4K+ 72.87% |
$2.2M - $2.74M
|
50.7K
$6.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.1K+ 93.44% |
$2.18M - $2.72M
|
43.8K
$5.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
20.1K+ 27.34% |
$2.07M - $2.58M
|
93.4K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19.4K+ 12.4% |
$2M - $2.5M
|
176K
$22.7M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.6K+ 145.83% |
$1.6M - $2M
|
26.2K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.2K+ 22.58% |
$1.36M - $1.7M
|
71.6K
$9.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.3KNew |
$1.17M - $1.45M
|
11.3K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
10.7KNew |
$1.11M - $1.38M
|
10.7K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.4K+ 365.63% |
$1.07M - $1.34M
|
13.2K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.3KNew |
$1.07M - $1.33M
|
10.3K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.46KNew |
$976K - $1.22M
|
9.46K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.79K+ 14.9% |
$907K - $1.13M
|
67.8K
$8.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
7.63KNew |
$787K - $981K
|
7.63K
$983K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 10.05% |
$713K - $888K
|
75.6K
$9.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.9K+ 300.35% |
$712K - $887K
|
9.2K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
6.55K+ 27.97% |
$675K - $841K
|
29.9K
$3.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.63K+ 18.42% |
$581K - $724K
|
36.2K
$4.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.51K+ 71.52% |
$568K - $708K
|
13.2K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.42K+ 96.77% |
$559K - $696K
|
11K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
5.34KNew |
$551K - $686K
|
5.34K
$687K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.27K+ 9.58% |
$544K - $678K
|
60.3K
$7.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.06K+ 13.37% |
$522K - $650K
|
42.9K
$5.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.64K+ 4.83% |
$478K - $596K
|
101K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.39K+ 26.35% |
$453K - $564K
|
21K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.07K+ 11.75% |
$420K - $523K
|
38.7K
$4.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.72K+ 9.89% |
$384K - $478K
|
41.3K
$5.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.35KNew |
$345K - $430K
|
3.35K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 6.45% |
$325K - $405K
|
52K
$6.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.15K+ 7.49% |
$325K - $405K
|
45.2K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.1KNew |
$320K - $399K
|
3.1K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$291K - $363K
|
2.82K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 7.59% |
$248K - $309K
|
34.1K
$4.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.39K+ 14.84% |
$246K - $307K
|
18.5K
$2.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.28KNew |
$235K - $293K
|
2.28K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.15K+ 76.17% |
$222K - $277K
|
4.98K
$641K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.13K+ 4.48% |
$220K - $274K
|
49.7K
$6.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.97KNew |
$203K - $253K
|
1.97K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.87KNew |
$193K - $241K
|
1.87K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.86KNew |
$192K - $240K
|
1.86K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.8K+ 6.07% |
$185K - $231K
|
31.4K
$4.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.76KNew |
$182K - $227K
|
1.76K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74KNew |
$179K - $223K
|
1.74K
$224K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.7K+ 11.65% |
$175K - $219K
|
16.3K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.69KNew |
$174K - $217K
|
1.69K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
1.68KNew |
$173K - $215K
|
1.68K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$173K - $215K
|
1.67K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.57KNew |
$162K - $201K
|
1.57K
$202K
|