Purchases and Sales Made in Q3 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
746K+ 55.71% |
$95.7M - $103M
|
2.08M
$292M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
707KNew |
$90.8M - $97.6M
|
707K
$99.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
431K+ 39.52% |
$55.4M - $59.5M
|
1.52M
$213M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
252K+ 70.45% |
$32.4M - $34.8M
|
610K
$85.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
250K+ 21.09% |
$32.1M - $34.5M
|
1.43M
$201M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
115KNew |
$14.7M - $15.8M
|
115K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
107K+ 174.02% |
$13.7M - $14.7M
|
168K
$23.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
86.8K+ 138.02% |
$11.1M - $12M
|
150K
$21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
74.9KNew |
$9.62M - $10.3M
|
74.9K
$10.5M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
59.4KNew |
$7.63M - $8.2M
|
59.4K
$8.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
54.7KNew |
$7.02M - $7.55M
|
54.7K
$7.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.2K+ 20.8% |
$5.29M - $5.68M
|
239K
$33.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29K+ 898.58% |
$3.73M - $4M
|
32.2K
$4.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
23.7K+ 140.61% |
$3.05M - $3.28M
|
40.6K
$5.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.3K+ 1108.81% |
$2.86M - $3.08M
|
24.3K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
22K+ 53.92% |
$2.83M - $3.04M
|
62.9K
$8.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.6KNew |
$2.51M - $2.7M
|
19.6K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.5K+ 27.39% |
$2.24M - $2.41M
|
81.2K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2K+ 25.35% |
$2.21M - $2.37M
|
85K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.5K+ 17.35% |
$2.11M - $2.27M
|
111K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
15K+ 343.17% |
$1.93M - $2.07M
|
19.4K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
14.3KNew |
$1.84M - $1.98M
|
14.3K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9K+ 26.62% |
$1.78M - $1.91M
|
66K
$9.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
12.6KNew |
$1.62M - $1.74M
|
12.6K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.5KNew |
$1.61M - $1.73M
|
12.5K
$1.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
10.5K+ 34.95% |
$1.34M - $1.44M
|
40.4K
$5.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$1.33M - $1.43M
|
10.4K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
10.3K+ 3.55% |
$1.32M - $1.42M
|
300K
$42M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
10.2K+ 265.8% |
$1.31M - $1.41M
|
14.1K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10KNew |
$1.29M - $1.38M
|
10K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
9.86K+ 528.81% |
$1.27M - $1.36M
|
11.7K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.34K+ 21.33% |
$1.2M - $1.29M
|
53.1K
$7.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.29K+ 14.47% |
$1.19M - $1.28M
|
73.5K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
9.08KNew |
$1.17M - $1.25M
|
9.08K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
8.95K+ 42.59% |
$1.15M - $1.24M
|
30K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.44K+ 1.91% |
$1.08M - $1.17M
|
450K
$63.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.76K+ 3.68% |
$997K - $1.07M
|
219K
$30.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.66K+ 4.21% |
$984K - $1.06M
|
190K
$26.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.53K+ 4.28% |
$966K - $1.04M
|
184K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Bernzott Capital Advisors
|
BUY
|
- |
6.78K+ 27.54% |
$870K - $935K
|
31.4K
$4.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
6.19KNew |
$795K - $854K
|
6.19K
$868K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
5.9K+ 19.86% |
$758K - $815K
|
35.6K
$4.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.82K+ 12.38% |
$747K - $803K
|
52.8K
$7.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
5.55K+ 56.67% |
$713K - $766K
|
15.3K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.51KNew |
$707K - $760K
|
5.51K
$772K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.4K+ 16.82% |
$693K - $745K
|
37.5K
$5.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
5.38K+ 11.46% |
$691K - $743K
|
52.3K
$7.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.3K+ 40.12% |
$681K - $732K
|
18.5K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.27K+ 25.07% |
$677K - $728K
|
26.3K
$3.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.22K+ 14.42% |
$670K - $720K
|
41.4K
$5.8M
|