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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.14K+ 1.62% |
$660K - $710K
|
322K
$45.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.06KNew |
$649K - $698K
|
5.06K
$709K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.79K+ 6.33% |
$615K - $661K
|
80.4K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.77KNew |
$612K - $658K
|
4.77K
$668K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.4K+ 26.99% |
$565K - $607K
|
20.7K
$2.9M
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$542K - $582K
|
4.22K
$592K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.16K+ 10.44% |
$534K - $574K
|
44K
$6.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.13K+ 4.1% |
$530K - $570K
|
105K
$14.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.06K+ 13.67% |
$522K - $561K
|
33.8K
$4.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.89KNew |
$499K - $537K
|
3.89K
$545K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.89K+ 34.67% |
$499K - $536K
|
15.1K
$2.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.79K+ 6.09% |
$486K - $523K
|
65.9K
$9.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.73KNew |
$479K - $515K
|
3.73K
$523K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.64KNew |
$467K - $502K
|
3.64K
$510K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.6KNew |
$462K - $496K
|
3.6K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.59K+ 11.61% |
$460K - $495K
|
34.5K
$4.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.41K+ 7.55% |
$438K - $471K
|
48.6K
$6.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.32K+ 3.32% |
$426K - $458K
|
103K
$14.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.24K+ 25.15% |
$416K - $448K
|
16.1K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.2K+ 17.31% |
$411K - $441K
|
21.7K
$3.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.2K+ 24.71% |
$410K - $441K
|
16.1K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.13KNew |
$402K - $433K
|
3.13K
$439K
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.13K+ 107.12% |
$402K - $432K
|
6.05K
$848K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
3.01KNew |
$387K - $416K
|
3.01K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
3.01K+ 2.15% |
$386K - $415K
|
143K
$20M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.98K+ 18.54% |
$382K - $411K
|
19K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.95K+ 35.55% |
$378K - $406K
|
11.2K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.94K+ 19.95% |
$378K - $406K
|
17.7K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.86K+ 11.22% |
$368K - $395K
|
28.4K
$3.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.62KNew |
$337K - $362K
|
2.62K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.57KNew |
$330K - $355K
|
2.57K
$360K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.52K+ 75.22% |
$323K - $347K
|
5.86K
$822K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.27K+ 99.34% |
$291K - $313K
|
4.55K
$637K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.05KNew |
$263K - $283K
|
2.05K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.04K+ 20.3% |
$262K - $282K
|
12.1K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2KNew |
$257K - $277K
|
2K
$281K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.95K+ 0.74% |
$250K - $269K
|
267K
$37.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.88K+ 3.94% |
$242K - $260K
|
49.7K
$6.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.88K+ 3.78% |
$241K - $259K
|
51.5K
$7.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.84KNew |
$236K - $253K
|
1.84K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.83K+ 5.83% |
$235K - $252K
|
33.2K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.82KNew |
$234K - $251K
|
1.82K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.82KNew |
$233K - $251K
|
1.82K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 3.37% |
$225K - $242K
|
53.8K
$7.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.74K+ 11.99% |
$224K - $241K
|
16.3K
$2.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.7KNew |
$218K - $235K
|
1.7K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.7KNew |
$218K - $234K
|
1.7K
$238K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.68K+ 337.83% |
$216K - $232K
|
2.18K
$305K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.66KNew |
$213K - $229K
|
1.66K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.59KNew |
$204K - $220K
|
1.59K
$223K
|