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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.08KNew |
$420K - $524K
|
4.08K
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.07K+ 11.75% |
$420K - $523K
|
38.7K
$5.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 11.28% |
$415K - $518K
|
39.7K
$5.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.94K+ 5.88% |
$406K - $506K
|
70.9K
$9.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.93K+ 17.81% |
$405K - $505K
|
26K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.88K+ 2.14% |
$400K - $498K
|
185K
$25.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
3.86K+ 65.1% |
$398K - $496K
|
9.79K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.72K+ 9.89% |
$384K - $478K
|
41.3K
$5.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Drystone LLC
|
BUY
|
- |
3.72K+ 57.68% |
$384K - $478K
|
10.2K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.71K+ 152.76% |
$382K - $476K
|
6.13K
$855K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.66K+ 8.46% |
$378K - $471K
|
46.9K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.66K+ 60.53% |
$377K - $470K
|
9.7K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.62K+ 78.57% |
$374K - $466K
|
8.23K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.55K+ 23.99% |
$366K - $456K
|
18.3K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.55KNew |
$366K - $456K
|
3.55K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.37KNew |
$348K - $434K
|
3.37K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$348K - $433K
|
3.37K
$470K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.35KNew |
$345K - $430K
|
3.35K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.3KNew |
$340K - $424K
|
3.3K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 21.08% |
$339K - $422K
|
18.9K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 218.67% |
$336K - $418K
|
4.75K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.23K+ 3.87% |
$334K - $416K
|
86.7K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.18K+ 3.84% |
$328K - $409K
|
86K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17K+ 14.2% |
$327K - $408K
|
25.5K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 6.45% |
$325K - $405K
|
52K
$7.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.15K+ 7.49% |
$325K - $405K
|
45.2K
$6.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.14K+ 16.7% |
$324K - $404K
|
22K
$3.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.1KNew |
$320K - $399K
|
3.1K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.1K+ 10.55% |
$320K - $398K
|
32.5K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.09K+ 16.06% |
$319K - $397K
|
22.3K
$3.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 57.0% |
$318K - $396K
|
8.48K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.04K+ 8.72% |
$314K - $391K
|
37.9K
$5.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01K+ 10.81% |
$311K - $387K
|
30.9K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.99K+ 1.0% |
$308K - $384K
|
302K
$42.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.95KNew |
$305K - $380K
|
2.95K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.95K+ 7.38% |
$304K - $379K
|
42.9K
$5.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$300K - $373K
|
2.9K
$405K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$291K - $363K
|
2.82K
$394K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
2.82KNew |
$290K - $362K
|
2.82K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 50.51% |
$287K - $357K
|
8.28K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.61K+ 5.94% |
$269K - $335K
|
46.5K
$6.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.54K+ 118.44% |
$262K - $327K
|
4.69K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 7.59% |
$248K - $309K
|
34.1K
$4.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.39K+ 14.84% |
$246K - $307K
|
18.5K
$2.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.37K+ 71.25% |
$245K - $305K
|
5.71K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.32K+ 1.47% |
$239K - $298K
|
160K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.32K+ 27.94% |
$239K - $298K
|
10.6K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.28KNew |
$235K - $293K
|
2.28K
$318K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.26K+ 3.77% |
$233K - $290K
|
62.1K
$8.67M
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
2.18K+ 9.14% |
$225K - $281K
|
26.1K
$3.64M
|