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 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-289- 8.88% |
$29.8K - $37.1K
|
2.96K
$413K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-293- 7.26% |
$30.2K - $37.7K
|
3.74K
$522K
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-304- 2.77% |
$31.4K - $39.1K
|
10.7K
$1.49M
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-308- 11.19% |
$31.8K - $39.6K
|
2.45K
$341K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-309- 1.17% |
$31.9K - $39.7K
|
26.2K
$3.65M
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-315- 0.75% |
$32.5K - $40.5K
|
41.6K
$5.81M
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-328- 12.9% |
$33.8K - $42.2K
|
2.22K
$309K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-335- 17.02% |
$34.6K - $43.1K
|
1.63K
$228K
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-345- 7.74% |
$35.6K - $44.3K
|
4.11K
$573K
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-357- 13.02% |
$36.8K - $45.9K
|
2.39K
$333K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-363- 0.94% |
$37.4K - $46.7K
|
38.1K
$5.31M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-383- 12.02% |
$39.5K - $49.2K
|
2.8K
$391K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-387- 10.23% |
$39.9K - $49.7K
|
3.4K
$474K
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-391- 0.64% |
$40.3K - $50.3K
|
61K
$8.51M
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-401- 16.63% |
$41.4K - $51.5K
|
2.01K
$280K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-425- 8.26% |
$43.8K - $54.6K
|
4.72K
$658K
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-435- 1.18% |
$44.9K - $55.9K
|
36.5K
$5.09M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-436- 3.96% |
$45K - $56K
|
10.6K
$1.47M
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-445- 0.14% |
$45.9K - $57.2K
|
325K
$45.3M
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-464- 10.53% |
$47.9K - $59.6K
|
3.94K
$550K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-475- 2.87% |
$49K - $61K
|
16.1K
$2.24M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-476- 1.06% |
$49.1K - $61.2K
|
44.6K
$6.22M
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-481- 0.53% |
$49.6K - $61.8K
|
90.7K
$12.6M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-486- 16.29% |
$50.1K - $62.5K
|
2.5K
$348K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-501- 1.3% |
$51.7K - $64.4K
|
38K
$5.3M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-505- 17.77% |
$52.1K - $64.9K
|
2.34K
$326K
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-510- 1.26% |
$52.6K - $65.5K
|
40K
$5.59M
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-513- 5.88% |
$52.9K - $65.9K
|
8.22K
$1.15M
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-517- 16.46% |
$53.3K - $66.4K
|
2.62K
$366K
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-539- 0.95% |
$55.6K - $69.3K
|
56.2K
$7.84M
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-551- 10.21% |
$56.8K - $70.8K
|
4.85K
$676K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-563- 1.91% |
$58.1K - $72.4K
|
28.9K
$4.03M
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-564- 3.87% |
$58.2K - $72.5K
|
14K
$1.95M
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-569- 5.62% |
$58.7K - $73.1K
|
9.55K
$1.33M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.17% |
$58.8K - $73.3K
|
331K
$46.2M
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-572- 6.65% |
$59K - $73.5K
|
8.03K
$1.12M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-578- 10.68% |
$59.6K - $74.3K
|
4.83K
$674K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-581- 5.15% |
$59.9K - $74.7K
|
10.7K
$1.49M
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-589- 12.01% |
$60.8K - $75.7K
|
4.32K
$602K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-612- 5.37% |
$63.1K - $78.7K
|
10.8K
$1.5M
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-619- 27.72% |
$63.9K - $79.6K
|
1.61K
$225K
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-629- 7.74% |
$64.9K - $80.8K
|
7.5K
$1.05M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-645- 12.57% |
$66.5K - $82.9K
|
4.49K
$626K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-649- 5.73% |
$67K - $83.4K
|
10.7K
$1.49M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-671- 8.19% |
$69.2K - $86.2K
|
7.53K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-696- 17.26% |
$71.8K - $89.4K
|
3.34K
$465K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-718- 0.61% |
$74.1K - $92.3K
|
117K
$16.3M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-738- 56.16% |
$76.1K - $94.8K
|
576
$80.3K
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-762- 6.95% |
$78.6K - $97.9K
|
10.2K
$1.42M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-789- 6.74% |
$81.4K - $101K
|
10.9K
$1.52M
|