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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.57KNew |
$162K - $201K
|
1.57K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.57KNew |
$161K - $201K
|
1.57K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.56KNew |
$161K - $200K
|
1.56K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
1.4K+ 16.87% |
$144K - $180K
|
9.7K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.38K+ 10.44% |
$142K - $177K
|
14.5K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.35K+ 3.08% |
$139K - $173K
|
45.2K
$5.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.15K+ 6.14% |
$118K - $147K
|
19.8K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 43.53% |
$116K - $145K
|
3.71K
$485K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 3.23% |
$113K - $140K
|
34.8K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 829.46% |
$110K - $138K
|
1.2K
$157K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 8.79% |
$109K - $135K
|
13K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
928+ 51.1% |
$95.7K - $119K
|
2.74K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
917+ 3.66% |
$94.6K - $118K
|
26K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
857+ 1.95% |
$88.4K - $110K
|
44.8K
$5.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
856+ 12.32% |
$88.3K - $110K
|
7.81K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
847+ 3.13% |
$87.4K - $109K
|
27.9K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
840+ 88.42% |
$86.7K - $108K
|
1.79K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
729+ 29.16% |
$75.2K - $93.7K
|
3.23K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
727+ 38.94% |
$75K - $93.4K
|
2.59K
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
612+ 11.53% |
$63.1K - $78.7K
|
5.92K
$773K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
565+ 3.65% |
$58.3K - $72.6K
|
16K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
557+ 1.14% |
$57.5K - $71.6K
|
49.6K
$6.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
516+ 10.3% |
$53.2K - $66.3K
|
5.53K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
462+ 9.15% |
$47.7K - $59.4K
|
5.51K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 0.32% |
$44.7K - $55.6K
|
136K
$17.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
430+ 6.87% |
$44.4K - $55.3K
|
6.69K
$873K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 1.4% |
$42.4K - $52.8K
|
29.7K
$3.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
393+ 4.55% |
$40.5K - $50.5K
|
9.04K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
353+ 1.89% |
$36.4K - $45.4K
|
19K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328+ 0.15% |
$33.8K - $42.2K
|
216K
$28.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
317+ 0.86% |
$32.7K - $40.7K
|
37.4K
$4.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
309+ 0.65% |
$31.9K - $39.7K
|
47.8K
$6.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
289+ 2.68% |
$29.8K - $37.1K
|
11.1K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
255+ 1.47% |
$26.3K - $32.8K
|
17.6K
$2.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
240+ 11.13% |
$24.8K - $30.8K
|
2.4K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
237+ 2.9% |
$24.4K - $30.5K
|
8.4K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
222+ 4.8% |
$22.9K - $28.5K
|
4.85K
$633K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
213+ 7.86% |
$22K - $27.4K
|
2.92K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
212+ 2.49% |
$21.9K - $27.2K
|
8.71K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 3.24% |
$20.8K - $26K
|
6.44K
$841K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 5.9% |
$20.5K - $25.6K
|
3.57K
$466K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
193+ 7.17% |
$19.9K - $24.8K
|
2.89K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
168+ 1.65% |
$17.3K - $21.6K
|
10.4K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
157+ 1.28% |
$16.2K - $20.2K
|
12.4K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
145+ 7.27% |
$15K - $18.6K
|
2.14K
$279K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
142+ 1.69% |
$14.6K - $18.2K
|
8.53K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
140+ 19.58% |
$14.4K - $18K
|
855
$112K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
132+ 0.9% |
$13.6K - $17K
|
14.7K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 1.48% |
$13.5K - $16.8K
|
9.01K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
122+ 0.73% |
$12.6K - $15.7K
|
16.9K
$2.2M
|