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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
162+ 14.59% |
$18.6K - $20.1K
|
1.27K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
160+ 2.34% |
$18.4K - $19.8K
|
7K
$922K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
158+ 0.54% |
$18.2K - $19.6K
|
29.5K
$3.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
155New |
$17.8K - $19.2K
|
155
$20.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
149+ 1.74% |
$17.1K - $18.5K
|
8.72K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
148+ 0.25% |
$17K - $18.3K
|
59.2K
$7.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
140+ 7.55% |
$16.1K - $17.4K
|
2K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
140+ 0.69% |
$16.1K - $17.4K
|
20.5K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
129+ 7.57% |
$14.8K - $16K
|
1.83K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
129+ 3.61% |
$14.8K - $16K
|
3.71K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
BUY
|
- |
125+ 1.98% |
$14.4K - $15.5K
|
6.45K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121+ 0.3% |
$13.9K - $15K
|
41K
$5.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
120+ 4.39% |
$13.8K - $14.9K
|
2.85K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
115New |
$13.2K - $14.3K
|
115
$15.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
113+ 2.98% |
$13K - $14K
|
3.9K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
113+ 0.68% |
$13K - $14K
|
16.7K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
113+ 4.6% |
$13K - $14K
|
2.57K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
112+ 2.05% |
$12.9K - $13.9K
|
5.57K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
110+ 4.18% |
$12.7K - $13.6K
|
2.74K
$361K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
109+ 4.09% |
$12.5K - $13.5K
|
2.78K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
109+ 1.91% |
$12.5K - $13.5K
|
5.8K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
104+ 1.78% |
$12K - $12.9K
|
5.93K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
102+ 0.98% |
$11.7K - $12.6K
|
10.5K
$1.39M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
102+ 4.7% |
$11.7K - $12.6K
|
2.27K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
93+ 1.69% |
$10.7K - $11.5K
|
5.59K
$737K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 1.02% |
$10.7K - $11.5K
|
9.24K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
93+ 0.91% |
$10.7K - $11.5K
|
10.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
93New |
$10.7K - $11.5K
|
93
$12.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
88+ 0.86% |
$10.1K - $10.9K
|
10.3K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
88+ 5.03% |
$10.1K - $10.9K
|
1.84K
$242K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
87+ 2.33% |
$10K - $10.8K
|
3.83K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
83+ 2.51% |
$9.55K - $10.3K
|
3.39K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
83+ 0.3% |
$9.55K - $10.3K
|
27.3K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
80+ 0.08% |
$9.21K - $9.92K
|
103K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80New |
$9.21K - $9.92K
|
80
$10.5K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
80+ 6.45% |
$9.21K - $9.92K
|
1.32K
$174K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
79+ 1.56% |
$9.09K - $9.79K
|
5.13K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79+ 2.86% |
$9.09K - $9.79K
|
2.84K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
79+ 0.73% |
$9.09K - $9.79K
|
11K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
76+ 0.38% |
$8.75K - $9.42K
|
20.3K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
75+ 2.56% |
$8.63K - $9.3K
|
3.01K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 1.38% |
$8.63K - $9.3K
|
5.5K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
73+ 1.18% |
$8.4K - $9.05K
|
6.25K
$824K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
71+ 0.99% |
$8.17K - $8.8K
|
7.22K
$951K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 2.78% |
$8.17K - $8.8K
|
2.63K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
71+ 0.98% |
$8.17K - $8.8K
|
7.31K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
70+ 0.59% |
$8.06K - $8.68K
|
11.9K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
68+ 0.43% |
$7.83K - $8.43K
|
15.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
66+ 1.36% |
$7.6K - $8.18K
|
4.92K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
60+ 1.62% |
$6.9K - $7.44K
|
3.76K
$496K
|