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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-45.3K- 21.95% |
$5.22M - $5.62M
|
161K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51K- 6.27% |
$5.87M - $6.32M
|
762K
$100M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-54.4K- 7.34% |
$6.26M - $6.74M
|
687K
$90.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-66.7K- 49.1% |
$7.68M - $8.27M
|
69.2K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-73.9K- 42.87% |
$8.5M - $9.16M
|
98.4K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.7K- 96.8% |
$8.71M - $9.39M
|
2.5K
$330K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-77.4K- 43.35% |
$8.9M - $9.59M
|
101K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.5K- 12.09% |
$8.91M - $9.6M
|
563K
$74.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-87.6K- 17.78% |
$10.1M - $10.9M
|
405K
$53.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-99K- 79.56% |
$11.4M - $12.3M
|
25.4K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-102K- 81.3% |
$11.7M - $12.6M
|
23.4K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-119K- 90.01% |
$13.7M - $14.8M
|
13.2K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-145K- 31.61% |
$16.7M - $18M
|
314K
$41.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-248K- 84.78% |
$28.5M - $30.7M
|
44.5K
$5.86M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-266K- 11.0% |
$30.7M - $33M
|
2.16M
$284M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-282K- 75.66% |
$32.4M - $34.9M
|
90.6K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-307K- 15.91% |
$35.3M - $38M
|
1.62M
$214M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-378K- 36.42% |
$43.5M - $46.9M
|
661K
$87.1M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-383K- 23.36% |
$44.1M - $47.5M
|
1.26M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-568K- 18.33% |
$65.4M - $70.4M
|
2.53M
$333M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-641K- 32.59% |
$73.8M - $79.5M
|
1.33M
$175M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.19M- 97.88% |
$137M - $147M
|
25.8K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-13.2M- 100.0% |
$1.52B - $1.63B
|
1
$132
|