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 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-3.31K- 27.36% |
$341K - $425K
|
8.79K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.5K- 9.06% |
$361K - $450K
|
35.1K
$4.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-3.5K- 0.98% |
$361K - $450K
|
352K
$49.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.66K- 38.59% |
$377K - $470K
|
5.82K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.68K- 25.47% |
$380K - $473K
|
10.8K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.74K- 9.18% |
$386K - $480K
|
37K
$5.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.74K- 99.89% |
$386K - $480K
|
4
$558
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.88K- 6.5% |
$400K - $498K
|
55.8K
$7.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.26K- 7.2% |
$440K - $548K
|
54.9K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.47K- 39.17% |
$462K - $575K
|
6.95K
$969K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.54K- 4.34% |
$468K - $583K
|
100K
$14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-4.76K- 19.48% |
$491K - $611K
|
19.7K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.77K- 10.73% |
$492K - $613K
|
39.7K
$5.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.01K- 43.55% |
$517K - $644K
|
6.5K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Wind River Trust CO
|
SELL
|
- |
-5.04K- 0.73% |
$520K - $648K
|
682K
$95.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-5.43K- 49.5% |
$560K - $697K
|
5.53K
$772K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.03K- 16.54% |
$622K - $774K
|
30.4K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-6.26K- 22.01% |
$645K - $804K
|
22.2K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.69K- 15.24% |
$690K - $860K
|
37.2K
$5.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.16K- 31.85% |
$739K - $920K
|
15.3K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.49K- 5.85% |
$876K - $1.09M
|
137K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-8.79K- 6.48% |
$907K - $1.13M
|
127K
$17.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.3K- 14.94% |
$1.07M - $1.33M
|
58.8K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11.2K- 56.5% |
$1.16M - $1.44M
|
8.64K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-11.4K- 47.05% |
$1.18M - $1.47M
|
12.8K
$1.79M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11.5K- 97.39% |
$1.18M - $1.48M
|
307
$42.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.9K- 55.87% |
$1.22M - $1.52M
|
9.36K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.9K- 47.51% |
$1.23M - $1.53M
|
13.2K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.2K- 13.48% |
$1.26M - $1.57M
|
78.4K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 14.3% |
$1.27M - $1.58M
|
73.8K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-12.7K- 5.9% |
$1.31M - $1.63M
|
203K
$28.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-16.1K- 1.65% |
$1.66M - $2.07M
|
958K
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-18K- 17.63% |
$1.85M - $2.31M
|
83.9K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.5K- 64.9% |
$1.91M - $2.38M
|
10K
$1.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-19.4K- 72.95% |
$2.01M - $2.5M
|
7.21K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-19.6K- 18.39% |
$2.03M - $2.52M
|
87.2K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-20.1K- 4.11% |
$2.07M - $2.58M
|
468K
$65.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-20.1K- 18.47% |
$2.07M - $2.58M
|
88.6K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-20.9K- 82.17% |
$2.16M - $2.69M
|
4.53K
$632K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21.6K- 87.17% |
$2.23M - $2.78M
|
3.18K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-21.9K- 4.6% |
$2.25M - $2.81M
|
453K
$63.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-23.5K- 73.37% |
$2.42M - $3.01M
|
8.52K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.6K- 79.09% |
$2.44M - $3.04M
|
6.25K
$871K
|
|
|
Aug 07, 2025
Q2 2025
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-24K- 8.58% |
$2.47M - $3.08M
|
255K
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-24.1K- 30.16% |
$2.49M - $3.1M
|
55.9K
$7.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.5K- 11.51% |
$2.63M - $3.28M
|
196K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 1.03% |
$2.69M - $3.35M
|
2.5M
$349M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-28.7K- 22.83% |
$2.96M - $3.69M
|
97K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-29.9K- 87.57% |
$3.08M - $3.84M
|
4.24K
$591K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.6K- 72.23% |
$3.16M - $3.93M
|
11.8K
$1.64M
|