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 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.12K+ 1.25% |
$116K - $144K
|
91.1K
$12.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 3.23% |
$113K - $140K
|
34.8K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 829.46% |
$110K - $138K
|
1.2K
$167K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 8.79% |
$109K - $135K
|
13K
$1.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.05K+ 0.86% |
$108K - $135K
|
122K
$17.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.03K+ 1.74% |
$106K - $132K
|
60.2K
$8.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.03K+ 1.2% |
$106K - $132K
|
86.9K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 25.05% |
$105K - $131K
|
5.08K
$708K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
982+ 9.6% |
$101K - $126K
|
11.2K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
960+ 3.08% |
$99K - $123K
|
32.2K
$4.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
928+ 51.1% |
$95.7K - $119K
|
2.74K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
923+ 12.7% |
$95.2K - $119K
|
8.19K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
917+ 3.66% |
$94.6K - $118K
|
26K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
913+ 16.96% |
$94.2K - $117K
|
6.3K
$878K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
909+ 37.83% |
$93.8K - $117K
|
3.31K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
893+ 3.7% |
$92.1K - $115K
|
25K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
885+ 0.55% |
$91.3K - $114K
|
162K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
885+ 7.66% |
$91.3K - $114K
|
12.4K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
877+ 13.89% |
$90.5K - $113K
|
7.19K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
873+ 54.91% |
$90.1K - $112K
|
2.46K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
861+ 10.5% |
$88.8K - $111K
|
9.06K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
857+ 1.95% |
$88.4K - $110K
|
44.8K
$6.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
856+ 12.32% |
$88.3K - $110K
|
7.81K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
847+ 3.13% |
$87.4K - $109K
|
27.9K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
840+ 88.42% |
$86.7K - $108K
|
1.79K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
838+ 16.47% |
$86.4K - $108K
|
5.93K
$826K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
822+ 4.69% |
$84.8K - $106K
|
18.4K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
794+ 1.72% |
$81.9K - $102K
|
47K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
785+ 43.32% |
$81K - $101K
|
2.6K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
771+ 26.56% |
$79.5K - $99.1K
|
3.67K
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
742+ 1.39% |
$76.5K - $95.4K
|
54.3K
$7.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
740+ 28.4% |
$76.3K - $95.1K
|
3.35K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
738+ 6.18% |
$76.1K - $94.8K
|
12.7K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
729+ 29.16% |
$75.2K - $93.7K
|
3.23K
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
727+ 38.94% |
$75K - $93.4K
|
2.59K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
706+ 10.93% |
$72.8K - $90.7K
|
7.17K
$999K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
689+ 0.87% |
$71.1K - $88.6K
|
80.2K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
689+ 4.17% |
$71.1K - $88.6K
|
17.2K
$2.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
685+ 8.32% |
$70.7K - $88K
|
8.91K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
677+ 6.53% |
$69.8K - $87K
|
11K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
670+ 7.27% |
$69.1K - $86.1K
|
9.88K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
667+ 5.69% |
$68.8K - $85.7K
|
12.4K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
632+ 4.49% |
$65.2K - $81.2K
|
14.7K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
631+ 14.06% |
$65.1K - $81.1K
|
5.12K
$714K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
622+ 23.87% |
$64.2K - $79.9K
|
3.23K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
612+ 11.53% |
$63.1K - $78.7K
|
5.92K
$826K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
585+ 182.81% |
$60.3K - $75.2K
|
905
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
580+ 5.99% |
$59.8K - $74.5K
|
10.3K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
578+ 3.78% |
$59.6K - $74.3K
|
15.9K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
573+ 18.63% |
$59.1K - $73.6K
|
3.65K
$509K
|