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 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
565+ 3.65% |
$58.3K - $72.6K
|
16K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
557+ 1.14% |
$57.5K - $71.6K
|
49.6K
$6.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
553+ 189.38% |
$57K - $71.1K
|
845
$118K
|
|
|
Aug 01, 2025
Q2 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
528+ 3.25% |
$54.5K - $67.9K
|
16.8K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
526+ 457.39% |
$54.3K - $67.6K
|
641
$89.4K
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
524+ 12.98% |
$54.1K - $67.3K
|
4.56K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
523+ 562.37% |
$54K - $67.2K
|
616
$85.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
517+ 21.93% |
$53.3K - $66.4K
|
2.87K
$401K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
516+ 10.3% |
$53.2K - $66.3K
|
5.53K
$771K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
504+ 25.98% |
$52K - $64.8K
|
2.44K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Bernzott Capital Advisors
|
BUY
|
- |
490+ 2.03% |
$50.5K - $63K
|
24.6K
$3.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
478+ 6.72% |
$49.3K - $61.4K
|
7.59K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
472+ 1.58% |
$48.7K - $60.7K
|
30.4K
$4.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
472+ 1.18% |
$48.7K - $60.7K
|
40.6K
$5.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
462+ 9.15% |
$47.7K - $59.4K
|
5.51K
$768K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
460New |
$47.5K - $59.1K
|
460
$64.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
457+ 0.38% |
$47.1K - $58.7K
|
121K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
449+ 7.91% |
$46.3K - $57.7K
|
6.13K
$855K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
437New |
$45.1K - $56.2K
|
437
$60.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 0.32% |
$44.7K - $55.6K
|
136K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
430+ 6.87% |
$44.4K - $55.3K
|
6.69K
$933K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$43.9K - $54.7K
|
426
$59.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
421+ 6.74% |
$43.4K - $54.1K
|
6.67K
$930K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
414+ 2.77% |
$42.7K - $53.2K
|
15.4K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
411+ 5.54% |
$42.4K - $52.8K
|
7.83K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 1.4% |
$42.4K - $52.8K
|
29.7K
$4.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
398+ 3.12% |
$41.1K - $51.2K
|
13.1K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
393+ 4.55% |
$40.5K - $50.5K
|
9.04K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
388+ 13.61% |
$40K - $49.9K
|
3.24K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
375+ 6.06% |
$38.7K - $48.2K
|
6.56K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
353+ 1.89% |
$36.4K - $45.4K
|
19K
$2.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
351New |
$36.2K - $45.1K
|
351
$49K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
350+ 0.29% |
$36.1K - $45K
|
122K
$17.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
349+ 1.99% |
$36K - $44.9K
|
17.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
343+ 298.26% |
$35.4K - $44.1K
|
458
$63.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
343+ 0.34% |
$35.4K - $44.1K
|
102K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
341+ 1.84% |
$35.2K - $43.8K
|
18.9K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
335New |
$34.6K - $43.1K
|
335
$46.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328+ 0.15% |
$33.8K - $42.2K
|
216K
$30.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
327New |
$33.7K - $42K
|
327
$45.6K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
326+ 0.66% |
$33.6K - $41.9K
|
49.8K
$6.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
317+ 0.86% |
$32.7K - $40.7K
|
37.4K
$5.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
317+ 4.7% |
$32.7K - $40.7K
|
7.06K
$984K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
309+ 0.65% |
$31.9K - $39.7K
|
47.8K
$6.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
307+ 2.35% |
$31.7K - $39.5K
|
13.4K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
304+ 1.79% |
$31.4K - $39.1K
|
17.2K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
301+ 3.76% |
$31.1K - $38.7K
|
8.3K
$1.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
296+ 6.01% |
$30.5K - $38K
|
5.22K
$728K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
294+ 23.96% |
$30.3K - $37.8K
|
1.52K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
290+ 7.21% |
$29.9K - $37.3K
|
4.31K
$601K
|