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 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-795- 1.18% |
$82K - $102K
|
66.7K
$9.3M
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-847- 25.94% |
$87.4K - $109K
|
2.42K
$337K
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-872- 49.97% |
$90K - $112K
|
873
$122K
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-892- 9.24% |
$92K - $115K
|
8.76K
$1.22M
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-911- 3.81% |
$94K - $117K
|
23K
$3.21M
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-917- 20.56% |
$94.6K - $118K
|
3.54K
$494K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-939- 0.93% |
$96.9K - $121K
|
100K
$14M
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-962- 31.57% |
$99.2K - $124K
|
2.09K
$291K
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-965- 26.24% |
$99.5K - $124K
|
2.71K
$378K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-965- 3.31% |
$99.5K - $124K
|
28.2K
$3.93M
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.01K- 3.69% |
$104K - $130K
|
26.3K
$3.67M
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.01K- 4.5% |
$104K - $130K
|
21.4K
$2.99M
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.05K- 52.35% |
$108K - $134K
|
952
$133K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 14.63% |
$110K - $137K
|
6.22K
$867K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 55.1% |
$110K - $138K
|
872
$122K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 2.8% |
$118K - $147K
|
39.9K
$5.56M
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.17K- 22.79% |
$121K - $150K
|
3.96K
$552K
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.19K- 23.03% |
$122K - $152K
|
3.96K
$552K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 10.16% |
$125K - $155K
|
10.7K
$1.49M
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.25K- 9.11% |
$129K - $161K
|
12.5K
$1.74M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 26.49% |
$129K - $161K
|
3.48K
$485K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 8.64% |
$135K - $168K
|
13.8K
$1.93M
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 22.14% |
$142K - $177K
|
4.85K
$676K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38K- 6.51% |
$142K - $177K
|
19.8K
$2.77M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.41K- 3.04% |
$146K - $181K
|
45K
$6.27M
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.44K- 14.87% |
$149K - $185K
|
8.25K
$1.15M
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.44K- 8.95% |
$149K - $185K
|
14.7K
$2.05M
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$160K - $199K
|
198K
$27.7M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 12.99% |
$160K - $200K
|
10.4K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.59K- 7.99% |
$164K - $204K
|
18.3K
$2.55M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.63K- 2.19% |
$168K - $209K
|
72.8K
$10.1M
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.8K- 47.14% |
$186K - $232K
|
2.02K
$282K
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.84K- 16.72% |
$190K - $236K
|
9.17K
$1.28M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.97K- 0.26% |
$203K - $253K
|
755K
$105M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 1.88% |
$204K - $255K
|
104K
$14.4M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 19.48% |
$215K - $268K
|
8.61K
$1.2M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 8.65% |
$220K - $274K
|
22.6K
$3.15M
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.21K- 5.1% |
$227K - $283K
|
41K
$5.72M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.31K- 9.69% |
$238K - $297K
|
21.5K
$3.01M
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
SELL
|
- |
-2.34K- 4.08% |
$241K - $300K
|
54.9K
$7.66M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 1.28% |
$242K - $301K
|
180K
$25.1M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 60.34% |
$248K - $309K
|
1.58K
$220K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.48K- 26.86% |
$256K - $319K
|
6.76K
$942K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 3.98% |
$259K - $323K
|
60.6K
$8.45M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.53K- 13.03% |
$261K - $325K
|
16.9K
$2.35M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.78K- 74.28% |
$287K - $357K
|
962
$134K
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-2.93K- 6.83% |
$302K - $376K
|
39.9K
$5.57M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.01K- 3.39% |
$310K - $387K
|
85.8K
$12M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.16K- 57.63% |
$326K - $406K
|
2.32K
$324K
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-3.2K- 0.54% |
$331K - $412K
|
590K
$82.2M
|