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
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
114+ 6.28% |
$11.8K - $14.7K
|
1.93K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
110+ 1.09% |
$11.3K - $14.1K
|
10.2K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 5.35% |
$11.2K - $14K
|
2.15K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
102+ 0.15% |
$10.5K - $13.1K
|
70.3K
$9.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
100+ 3.94% |
$10.3K - $12.9K
|
2.64K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
85+ 2.29% |
$8.77K - $10.9K
|
3.79K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
80+ 0.08% |
$8.25K - $10.3K
|
105K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
75+ 2.16% |
$7.74K - $9.64K
|
3.55K
$464K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
59+ 2.26% |
$6.09K - $7.58K
|
2.67K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 1.71% |
$5.98K - $7.45K
|
3.45K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
55New |
$5.67K - $7.07K
|
55
$7.18K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
52+ 2.2% |
$5.36K - $6.68K
|
2.42K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
49+ 0.21% |
$5.05K - $6.3K
|
23.4K
$3.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
44+ 20.75% |
$4.54K - $5.65K
|
256
$33.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
41+ 0.08% |
$4.23K - $5.27K
|
54.1K
$7.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.79% |
$4.13K - $5.14K
|
5.08K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 0.49% |
$4.13K - $5.14K
|
8.28K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$4.13K - $5.14K
|
40
$5.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28+ 1.0% |
$2.89K - $3.6K
|
2.83K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 1.06% |
$2.79K - $3.47K
|
2.59K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25+ 0.68% |
$2.58K - $3.21K
|
3.72K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 0.21% |
$2.48K - $3.08K
|
11.4K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 0.46% |
$1.96K - $2.44K
|
4.12K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.51% |
$1.86K - $2.31K
|
3.57K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13+ 0.47% |
$1.34K - $1.67K
|
2.78K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12+ 0.46% |
$1.24K - $1.54K
|
2.63K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 1100.0% |
$1.13K - $1.41K
|
12
$1.57K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10+ 0.31% |
$1.03K - $1.29K
|
3.28K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7+ 0.23% |
$722 - $900
|
3.1K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$722 - $900
|
2.49K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 0.17% |
$619 - $771
|
3.54K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$516 - $643
|
4.39K
$573K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.22% |
$413 - $514
|
1.81K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.55% |
$309 - $386
|
551
$71.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.03% |
$309 - $386
|
10.3K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$206 - $257
|
2.04K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.03% |
$206 - $257
|
5.81K
$758K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$308K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
6K
$783K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
4.13K
$539K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.05% |
$103 - $129
|
2.18K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.15K
$411K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
10.5K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
16.7K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.12% |
$103 - $129
|
819
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 50.0% |
$103 - $129
|
3
$392
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$103 - $129
|
51
$6.66K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 1.96% |
$619 - $771
|
300
$39.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8- 0.38% |
$825 - $1.03K
|
2.1K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.24% |
$825 - $1.03K
|
3.34K
$436K
|