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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-81- 2.91% |
$8.36K - $10.4K
|
2.7K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-82- 5.57% |
$8.46K - $10.5K
|
1.39K
$194K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-82- 1.41% |
$8.46K - $10.5K
|
5.73K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-82- 0.79% |
$8.46K - $10.5K
|
10.3K
$1.43M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-86- 3.27% |
$8.87K - $11.1K
|
2.55K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-91- 1.14% |
$9.39K - $11.7K
|
7.89K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-92- 0.58% |
$9.49K - $11.8K
|
15.7K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-94- 2.72% |
$9.7K - $12.1K
|
3.37K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-97- 0.16% |
$10K - $12.5K
|
62K
$8.65M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-99- 3.61% |
$10.2K - $12.7K
|
2.64K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 1.33% |
$10.3K - $12.9K
|
7.42K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100- 1.8% |
$10.3K - $12.9K
|
5.47K
$763K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125- 1.43% |
$12.9K - $16.1K
|
8.6K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 9.81% |
$12.9K - $16.1K
|
1.15K
$160K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-127- 1.37% |
$13.1K - $16.3K
|
9.11K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-131- 5.49% |
$13.5K - $16.8K
|
2.25K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 4.26% |
$13.6K - $17K
|
2.97K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-134- 21.79% |
$13.8K - $17.2K
|
481
$67.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-139- 80.81% |
$14.3K - $17.9K
|
33
$4.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-141- 3.13% |
$14.5K - $18.1K
|
4.37K
$609K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-144- 2.83% |
$14.9K - $18.5K
|
4.95K
$690K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-149- 4.49% |
$15.4K - $19.1K
|
3.17K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-151- 0.06% |
$15.6K - $19.4K
|
265K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-151- 2.96% |
$15.6K - $19.4K
|
4.94K
$689K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-153- 2.91% |
$15.8K - $19.7K
|
5.11K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.08% |
$16.1K - $20K
|
7.36K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-157- 2.95% |
$16.2K - $20.2K
|
5.16K
$720K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-157- 4.96% |
$16.2K - $20.2K
|
3.01K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-163- 0.99% |
$16.8K - $20.9K
|
16.2K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-163- 6.58% |
$16.8K - $20.9K
|
2.32K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-165- 0.38% |
$17K - $21.2K
|
43.2K
$6.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-172- 0.62% |
$17.7K - $22.1K
|
27.5K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-175- 9.26% |
$18.1K - $22.5K
|
1.71K
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-176- 3.14% |
$18.2K - $22.6K
|
5.43K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-178- 8.48% |
$18.4K - $22.9K
|
1.92K
$268K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-178- 6.41% |
$18.4K - $22.9K
|
2.6K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-180- 1.08% |
$18.6K - $23.1K
|
16.6K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-182- 3.61% |
$18.8K - $23.4K
|
4.87K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-189- 36.21% |
$19.5K - $24.3K
|
333
$46.4K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-200- 2.92% |
$20.6K - $25.7K
|
6.65K
$927K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-212- 2.02% |
$21.9K - $27.2K
|
10.3K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-213- 0.84% |
$22K - $27.4K
|
25.3K
$3.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-228- 1.46% |
$23.5K - $29.3K
|
15.4K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-230- 6.79% |
$23.7K - $29.6K
|
3.16K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 0.9% |
$25.8K - $32.1K
|
27.7K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-256- 0.2% |
$26.4K - $32.9K
|
125K
$17.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 4.85% |
$28.4K - $35.3K
|
5.4K
$753K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-277- 2.96% |
$28.6K - $35.6K
|
9.07K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-282- 5.85% |
$29.1K - $36.2K
|
4.54K
$632K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-282- 4.22% |
$29.1K - $36.2K
|
6.39K
$892K
|