Purchases and Sales Made in Q1 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.2% |
$5.64K - $6.07K
|
4.03K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-50- 0.98% |
$5.75K - $6.2K
|
5.05K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 1.98% |
$5.75K - $6.2K
|
2.48K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-50- 0.5% |
$5.75K - $6.2K
|
9.86K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-53- 0.56% |
$6.1K - $6.57K
|
9.39K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-53- 7.41% |
$6.1K - $6.57K
|
662
$87.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-55- 0.87% |
$6.33K - $6.82K
|
6.26K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-66- 0.82% |
$7.6K - $8.18K
|
8.03K
$1.06M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-67- 16.26% |
$7.71K - $8.31K
|
345
$45.5K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-69- 0.83% |
$7.94K - $8.55K
|
8.29K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-69- 20.0% |
$7.94K - $8.55K
|
276
$36.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-75- 0.9% |
$8.63K - $9.3K
|
8.24K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-76- 3.05% |
$8.75K - $9.42K
|
2.42K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-78- 0.23% |
$8.98K - $9.67K
|
33.2K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-81- 2.74% |
$9.32K - $10K
|
2.88K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 1.44% |
$9.78K - $10.5K
|
5.82K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-86- 2.43% |
$9.9K - $10.7K
|
3.45K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-90- 3.32% |
$10.4K - $11.2K
|
2.62K
$345K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-91- 22.92% |
$10.5K - $11.3K
|
306
$40.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-93- 0.81% |
$10.7K - $11.5K
|
11.3K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.79% |
$11K - $11.9K
|
12K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-98- 0.4% |
$11.3K - $12.1K
|
24.2K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-100- 37.59% |
$11.5K - $12.4K
|
166
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 0.14% |
$11.5K - $12.4K
|
69.9K
$9.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.8% |
$11.5K - $12.4K
|
3.47K
$457K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.27% |
$11.5K - $12.4K
|
36.7K
$4.84M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 9.52% |
$11.5K - $12.4K
|
950
$125K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-105- 3.62% |
$12.1K - $13K
|
2.8K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-105- 2.28% |
$12.1K - $13K
|
4.51K
$594K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-106- 84.13% |
$12.2K - $13.1K
|
20
$2.64K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-109- 99.09% |
$12.5K - $13.5K
|
1
$132
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-112- 2.73% |
$12.9K - $13.9K
|
3.99K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 2.97% |
$13.3K - $14.4K
|
3.78K
$499K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-117- 1.5% |
$13.5K - $14.5K
|
7.7K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-121- 53.07% |
$13.9K - $15K
|
107
$14.1K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-121- 4.62% |
$13.9K - $15K
|
2.5K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-124- 4.62% |
$14.3K - $15.4K
|
2.56K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-125- 50.0% |
$14.4K - $15.5K
|
125
$16.5K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-126- 0.71% |
$14.5K - $15.6K
|
17.5K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-130- 2.86% |
$15K - $16.1K
|
4.41K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-131- 4.84% |
$15.1K - $16.2K
|
2.58K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-133- 3.86% |
$15.3K - $16.5K
|
3.32K
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-139- 0.86% |
$16K - $17.2K
|
15.9K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-140- 7.67% |
$16.1K - $17.4K
|
1.69K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-141- 2.66% |
$16.2K - $17.5K
|
5.17K
$681K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-146- 1.71% |
$16.8K - $18.1K
|
8.38K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-147- 18.58% |
$16.9K - $18.2K
|
644
$84.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-150- 1.43% |
$17.3K - $18.6K
|
10.4K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-150- 3.92% |
$17.3K - $18.6K
|
3.68K
$485K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-153- 0.49% |
$17.6K - $19K
|
31K
$4.08M
|