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 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.57KNew |
$201K - $216K
|
1.57K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 3.42% |
$197K - $212K
|
46.3K
$6.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.53KNew |
$196K - $211K
|
1.53K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.52KNew |
$196K - $210K
|
1.52K
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.52KNew |
$195K - $209K
|
1.52K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.5KNew |
$192K - $207K
|
1.5K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.5KNew |
$192K - $206K
|
1.5K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.49KNew |
$191K - $205K
|
1.49K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.48KNew |
$190K - $204K
|
1.48K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$188K - $202K
|
1.46K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.42K+ 15.48% |
$183K - $197K
|
10.6K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.38K+ 5.91% |
$177K - $191K
|
24.8K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.37K+ 5.16% |
$176K - $190K
|
28K
$3.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.37K+ 12.12% |
$176K - $189K
|
12.7K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.33K+ 2.2% |
$170K - $183K
|
61.6K
$8.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.29K+ 11.7% |
$166K - $178K
|
12.3K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.23K+ 3.07% |
$158K - $170K
|
41.3K
$5.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 13.57% |
$155K - $167K
|
10.1K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1.19K+ 1.98% |
$153K - $165K
|
61.4K
$8.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.16K+ 6.74% |
$149K - $161K
|
18.4K
$2.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.14K+ 59.22% |
$146K - $157K
|
3.06K
$429K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.11K+ 37.4% |
$143K - $153K
|
4.08K
$572K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.11KNew |
$142K - $153K
|
1.11K
$155K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.08K+ 1.24% |
$138K - $148K
|
87.8K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.07K+ 27.65% |
$137K - $147K
|
4.93K
$691K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
999+ 3.12% |
$128K - $138K
|
33K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
996+ 1.39% |
$128K - $137K
|
72.6K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
971+ 2.15% |
$125K - $134K
|
46.2K
$6.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
957+ 0.78% |
$123K - $132K
|
123K
$17.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
954+ 53.3% |
$123K - $132K
|
2.74K
$385K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
902+ 6.13% |
$116K - $125K
|
15.6K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
896+ 1.61% |
$115K - $124K
|
56.6K
$7.93M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
894+ 3.41% |
$115K - $123K
|
27.1K
$3.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
836+ 29.81% |
$107K - $115K
|
3.64K
$510K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
830+ 10.34% |
$107K - $115K
|
8.86K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
819+ 0.11% |
$105K - $113K
|
756K
$106M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
816New |
$105K - $113K
|
816
$114K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
788+ 1.57% |
$101K - $109K
|
51K
$7.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
783New |
$101K - $108K
|
783
$110K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
773+ 15.23% |
$99.3K - $107K
|
5.85K
$820K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
735+ 0.92% |
$94.4K - $101K
|
80.9K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
666+ 14.0% |
$85.5K - $91.9K
|
5.42K
$760K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
660+ 18.07% |
$84.8K - $91.1K
|
4.31K
$605K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
625+ 13.93% |
$80.3K - $86.3K
|
5.11K
$717K
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
611+ 16.79% |
$78.5K - $84.3K
|
4.25K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
599+ 13.06% |
$76.9K - $82.7K
|
5.19K
$727K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
562+ 19.16% |
$72.2K - $77.6K
|
3.5K
$490K
|