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 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
100+ 3.94% |
$10.3K - $12.9K
|
2.64K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
100+ 6.63% |
$10.3K - $12.9K
|
1.61K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
99New |
$10.2K - $12.7K
|
99
$13.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
92+ 1.48% |
$9.49K - $11.8K
|
6.3K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
92+ 0.2% |
$9.49K - $11.8K
|
46.5K
$6.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
88+ 0.18% |
$9.08K - $11.3K
|
50.2K
$7M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
85+ 2.29% |
$8.77K - $10.9K
|
3.79K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
85+ 4.01% |
$8.77K - $10.9K
|
2.21K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
83+ 3.69% |
$8.56K - $10.7K
|
2.33K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
82+ 4.8% |
$8.46K - $10.5K
|
1.79K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
80+ 0.08% |
$8.25K - $10.3K
|
105K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
80+ 3.51% |
$8.25K - $10.3K
|
2.36K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
79+ 4.69% |
$8.15K - $10.2K
|
1.76K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 3.07% |
$8.15K - $10.2K
|
2.66K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
75+ 2.16% |
$7.74K - $9.64K
|
3.55K
$496K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
74+ 2.89% |
$7.63K - $9.51K
|
2.63K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
69+ 10.45% |
$7.12K - $8.87K
|
729
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
69+ 51.88% |
$7.12K - $8.87K
|
202
$28.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
68+ 5.15% |
$7.01K - $8.74K
|
1.39K
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
66+ 0.47% |
$6.81K - $8.48K
|
14K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
62+ 0.35% |
$6.4K - $7.97K
|
17.8K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
62+ 1.6% |
$6.4K - $7.97K
|
3.93K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
59+ 2.26% |
$6.09K - $7.58K
|
2.67K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 1.71% |
$5.98K - $7.45K
|
3.45K
$482K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
55New |
$5.67K - $7.07K
|
55
$7.67K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
55+ 0.43% |
$5.67K - $7.07K
|
12.9K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54+ 0.17% |
$5.57K - $6.94K
|
31K
$4.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
52+ 2.2% |
$5.36K - $6.68K
|
2.42K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.0% |
$5.16K - $6.43K
|
5.08K
$708K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
50+ 1.0% |
$5.16K - $6.43K
|
5.07K
$707K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
49+ 0.21% |
$5.05K - $6.3K
|
23.4K
$3.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 0.51% |
$5.05K - $6.3K
|
9.74K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
49+ 15.51% |
$5.05K - $6.3K
|
365
$50.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
48+ 1.68% |
$4.95K - $6.17K
|
2.9K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
44+ 20.75% |
$4.54K - $5.65K
|
256
$35.7K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
44+ 29.14% |
$4.54K - $5.65K
|
195
$27.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
41+ 0.08% |
$4.23K - $5.27K
|
54.1K
$7.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
40+ 1.42% |
$4.13K - $5.14K
|
2.86K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 0.49% |
$4.13K - $5.14K
|
8.28K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
40+ 5.79% |
$4.13K - $5.14K
|
731
$102K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$4.13K - $5.14K
|
40
$5.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
40+ 2.27% |
$4.13K - $5.14K
|
1.8K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.79% |
$4.13K - $5.14K
|
5.08K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38+ 0.46% |
$3.92K - $4.88K
|
8.27K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 3600.0% |
$3.71K - $4.63K
|
37
$5.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
35+ 0.48% |
$3.61K - $4.5K
|
7.38K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
32+ 0.47% |
$3.3K - $4.11K
|
6.87K
$958K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30+ 0.86% |
$3.09K - $3.86K
|
3.52K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 4.78% |
$3.09K - $3.86K
|
658
$91.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
29+ 0.09% |
$2.99K - $3.73K
|
32.3K
$4.51M
|