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
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
289+ 2.68% |
$29.8K - $37.1K
|
11.1K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
285+ 2.35% |
$29.4K - $36.6K
|
12.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
274+ 0.3% |
$28.3K - $35.2K
|
91.4K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
260+ 6.31% |
$26.8K - $33.4K
|
4.38K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
256+ 10.76% |
$26.4K - $32.9K
|
2.64K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
255+ 1.47% |
$26.3K - $32.8K
|
17.6K
$2.45M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
250New |
$25.8K - $32.1K
|
250
$34.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
240+ 11.13% |
$24.8K - $30.8K
|
2.4K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
237+ 2.9% |
$24.4K - $30.5K
|
8.4K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
232+ 0.75% |
$23.9K - $29.8K
|
31K
$4.33M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
230+ 3.79% |
$23.7K - $29.6K
|
6.3K
$878K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
229New |
$23.6K - $29.4K
|
229
$31.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
222+ 4.8% |
$22.9K - $28.5K
|
4.85K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
218+ 3.67% |
$22.5K - $28K
|
6.15K
$858K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
213+ 7.86% |
$22K - $27.4K
|
2.92K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
212+ 2.49% |
$21.9K - $27.2K
|
8.71K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
209+ 9.04% |
$21.6K - $26.9K
|
2.52K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 3.24% |
$20.8K - $26K
|
6.44K
$898K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 5.9% |
$20.5K - $25.6K
|
3.57K
$498K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
196+ 1.23% |
$20.2K - $25.2K
|
16.1K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
193+ 7.17% |
$19.9K - $24.8K
|
2.89K
$402K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
189+ 5.48% |
$19.5K - $24.3K
|
3.64K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
187+ 3.61% |
$19.3K - $24K
|
5.37K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
170+ 1.88% |
$17.5K - $21.8K
|
9.2K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
170+ 0.71% |
$17.5K - $21.8K
|
24.3K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
168+ 1.65% |
$17.3K - $21.6K
|
10.4K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
166+ 30.63% |
$17.1K - $21.3K
|
708
$98.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
157+ 1.28% |
$16.2K - $20.2K
|
12.4K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 6.72% |
$15.6K - $19.4K
|
2.4K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
150+ 0.47% |
$15.5K - $19.3K
|
31.9K
$4.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
145+ 7.27% |
$15K - $18.6K
|
2.14K
$298K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
142New |
$14.6K - $18.2K
|
142
$19.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
142+ 1.69% |
$14.6K - $18.2K
|
8.53K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
140+ 19.58% |
$14.4K - $18K
|
855
$119K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
139+ 38.83% |
$14.3K - $17.9K
|
497
$69.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
132+ 0.9% |
$13.6K - $17K
|
14.7K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 1.48% |
$13.5K - $16.8K
|
9.01K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129+ 10.65% |
$13.3K - $16.6K
|
1.34K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
127+ 2.02% |
$13.1K - $16.3K
|
6.43K
$897K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
122+ 0.73% |
$12.6K - $15.7K
|
16.9K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
116+ 3.91% |
$12K - $14.9K
|
3.09K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
114+ 6.28% |
$11.8K - $14.7K
|
1.93K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
112+ 5.8% |
$11.6K - $14.4K
|
2.04K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
110+ 1.09% |
$11.3K - $14.1K
|
10.2K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 5.35% |
$11.2K - $14K
|
2.15K
$299K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
109+ 10900.0% |
$11.2K - $14K
|
110
$15.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
108New |
$11.1K - $13.9K
|
108
$15.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 2.93% |
$10.7K - $13.4K
|
3.65K
$509K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
104New |
$10.7K - $13.4K
|
104
$14.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
102+ 0.15% |
$10.5K - $13.1K
|
70.3K
$9.8M
|