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 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-762- 6.95% |
$78.6K - $97.9K
|
10.2K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-892- 9.24% |
$92K - $115K
|
8.76K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-917- 20.56% |
$94.6K - $118K
|
3.54K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-965- 26.24% |
$99.5K - $124K
|
2.71K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-965- 3.31% |
$99.5K - $124K
|
28.2K
$3.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.25K- 9.11% |
$129K - $161K
|
12.5K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 22.14% |
$142K - $177K
|
4.85K
$633K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.44K- 14.87% |
$149K - $185K
|
8.25K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$160K - $199K
|
198K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 12.99% |
$160K - $200K
|
10.4K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 1.88% |
$204K - $255K
|
104K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 19.48% |
$215K - $268K
|
8.61K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 8.65% |
$220K - $274K
|
22.6K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.31K- 9.69% |
$238K - $297K
|
21.5K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 60.34% |
$248K - $309K
|
1.58K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.48K- 26.86% |
$256K - $319K
|
6.76K
$882K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-3.2K- 0.54% |
$331K - $412K
|
590K
$77M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-3.31K- 27.36% |
$341K - $425K
|
8.79K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-3.5K- 0.98% |
$361K - $450K
|
352K
$46M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.66K- 38.59% |
$377K - $470K
|
5.82K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.88K- 6.5% |
$400K - $498K
|
55.8K
$7.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.47K- 39.17% |
$462K - $575K
|
6.95K
$907K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.54K- 4.34% |
$468K - $583K
|
100K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-4.76K- 19.48% |
$491K - $611K
|
19.7K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.03K- 16.54% |
$622K - $774K
|
30.4K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-8.79K- 6.48% |
$907K - $1.13M
|
127K
$16.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.3K- 14.94% |
$1.07M - $1.33M
|
58.8K
$7.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-11.4K- 47.05% |
$1.18M - $1.47M
|
12.8K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21.6K- 87.17% |
$2.23M - $2.78M
|
3.18K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-21.9K- 4.6% |
$2.25M - $2.81M
|
453K
$59.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.6K- 79.09% |
$2.44M - $3.04M
|
6.25K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-29.9K- 87.57% |
$3.08M - $3.84M
|
4.24K
$554K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.6K- 72.23% |
$3.16M - $3.93M
|
11.8K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.1K- 73.78% |
$3.72M - $4.64M
|
12.8K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-70.1K- 76.57% |
$7.23M - $9.01M
|
21.4K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-126K- 96.84% |
$13M - $16.2M
|
4.13K
$539K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-310K- 98.77% |
$32M - $39.8M
|
3.85K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1.18M- 99.04% |
$122M - $152M
|
11.4K
$1.49M
|