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 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 0.15% |
$1.24K - $1.54K
|
8.03K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.36% |
$1.65K - $2.06K
|
4.37K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-19- 0.2% |
$1.96K - $2.44K
|
9.72K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-20- 0.78% |
$2.06K - $2.57K
|
2.53K
$330K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 1.04% |
$2.17K - $2.7K
|
2K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-24- 0.04% |
$2.48K - $3.08K
|
58.3K
$7.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31- 0.79% |
$3.2K - $3.98K
|
3.87K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 5.06% |
$3.3K - $4.11K
|
600
$78.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-39- 1.4% |
$4.02K - $5.01K
|
2.75K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 0.7% |
$5.36K - $6.68K
|
7.36K
$960K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-57- 2.58% |
$5.88K - $7.33K
|
2.15K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.13% |
$6.09K - $7.58K
|
44.1K
$5.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-60- 0.16% |
$6.19K - $7.71K
|
36.6K
$4.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.5% |
$6.5K - $8.1K
|
12.7K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-63- 0.38% |
$6.5K - $8.1K
|
16.7K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-66- 2.79% |
$6.81K - $8.48K
|
2.3K
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-74- 42.29% |
$7.63K - $9.51K
|
101
$13.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100- 1.8% |
$10.3K - $12.9K
|
5.47K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 1.33% |
$10.3K - $12.9K
|
7.42K
$969K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 4.26% |
$13.6K - $17K
|
2.97K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-134- 21.79% |
$13.8K - $17.2K
|
481
$62.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-139- 80.81% |
$14.3K - $17.9K
|
33
$4.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-144- 2.83% |
$14.9K - $18.5K
|
4.95K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.08% |
$16.1K - $20K
|
7.36K
$961K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-163- 0.99% |
$16.8K - $20.9K
|
16.2K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-165- 0.38% |
$17K - $21.2K
|
43.2K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-172- 0.62% |
$17.7K - $22.1K
|
27.5K
$3.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-178- 6.41% |
$18.4K - $22.9K
|
2.6K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-228- 1.46% |
$23.5K - $29.3K
|
15.4K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 0.9% |
$25.8K - $32.1K
|
27.7K
$3.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 4.85% |
$28.4K - $35.3K
|
5.4K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-282- 4.22% |
$29.1K - $36.2K
|
6.39K
$835K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-289- 8.88% |
$29.8K - $37.1K
|
2.96K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-293- 7.26% |
$30.2K - $37.7K
|
3.74K
$488K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-304- 2.77% |
$31.4K - $39.1K
|
10.7K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-308- 11.19% |
$31.8K - $39.6K
|
2.45K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-345- 7.74% |
$35.6K - $44.3K
|
4.11K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-357- 13.02% |
$36.8K - $45.9K
|
2.39K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-383- 12.02% |
$39.5K - $49.2K
|
2.8K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-436- 3.96% |
$45K - $56K
|
10.6K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-475- 2.87% |
$49K - $61K
|
16.1K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-476- 1.06% |
$49.1K - $61.2K
|
44.6K
$5.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-501- 1.3% |
$51.7K - $64.4K
|
38K
$4.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-513- 5.88% |
$52.9K - $65.9K
|
8.22K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-569- 5.62% |
$58.7K - $73.1K
|
9.55K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-578- 10.68% |
$59.6K - $74.3K
|
4.83K
$631K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-645- 12.57% |
$66.5K - $82.9K
|
4.49K
$586K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-649- 5.73% |
$67K - $83.4K
|
10.7K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-671- 8.19% |
$69.2K - $86.2K
|
7.53K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-762- 6.95% |
$78.6K - $97.9K
|
10.2K
$1.33M
|