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 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.13% |
$6.79K - $7.31K
|
44.1K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
57+ 0.18% |
$6.56K - $7.07K
|
32.3K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.3% |
$6.1K - $6.57K
|
17.7K
$2.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
52+ 1.04% |
$5.98K - $6.45K
|
5.04K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
52+ 1.09% |
$5.98K - $6.45K
|
4.82K
$635K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52+ 1.62% |
$5.98K - $6.45K
|
3.25K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
52+ 2.95% |
$5.98K - $6.45K
|
1.82K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
52+ 0.74% |
$5.98K - $6.45K
|
7.11K
$937K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50+ 2.42% |
$5.75K - $6.2K
|
2.12K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
49+ 15.86% |
$5.64K - $6.07K
|
358
$47.2K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
49+ 0.38% |
$5.64K - $6.07K
|
12.8K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
49+ 4.0% |
$5.64K - $6.07K
|
1.27K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 0.73% |
$5.29K - $5.7K
|
6.34K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
45+ 0.17% |
$5.18K - $5.58K
|
27.3K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
43+ 2.46% |
$4.95K - $5.33K
|
1.79K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
41New |
$4.72K - $5.08K
|
41
$5.4K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
41+ 0.4% |
$4.72K - $5.08K
|
10.2K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 1.64% |
$4.6K - $4.96K
|
2.48K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
40+ 1.56% |
$4.6K - $4.96K
|
2.61K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 15.48% |
$4.49K - $4.83K
|
291
$38.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
39+ 2.02% |
$4.49K - $4.83K
|
1.97K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$5.01K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$5.01K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
37+ 0.6% |
$4.26K - $4.59K
|
6.23K
$821K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
34+ 0.05% |
$3.91K - $4.21K
|
62.1K
$8.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
31+ 1.99% |
$3.57K - $3.84K
|
1.59K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 92.59% |
$2.88K - $3.1K
|
52
$6.85K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
23+ 1.13% |
$2.65K - $2.85K
|
2.05K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
23+ 0.31% |
$2.65K - $2.85K
|
7.34K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
22+ 0.22% |
$2.53K - $2.73K
|
10.1K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.09% |
$2.42K - $2.6K
|
22.5K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20+ 0.85% |
$2.3K - $2.48K
|
2.36K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.46% |
$2.19K - $2.36K
|
4.16K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
18+ 1.31% |
$2.07K - $2.23K
|
1.39K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18+ 0.21% |
$2.07K - $2.23K
|
8.61K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17+ 0.58% |
$1.96K - $2.11K
|
2.97K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
16+ 0.31% |
$1.84K - $1.98K
|
5.15K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15+ 65.22% |
$1.73K - $1.86K
|
38
$5.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 9.55% |
$1.73K - $1.86K
|
172
$22.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.32% |
$1.73K - $1.86K
|
4.67K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.31% |
$1.61K - $1.74K
|
4.57K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.34% |
$1.61K - $1.74K
|
4.09K
$539K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$1.61K - $1.74K
|
40.7K
$5.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.34% |
$1.61K - $1.74K
|
4.1K
$540K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.17% |
$1.61K - $1.74K
|
660
$87K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 2.11% |
$1.5K - $1.61K
|
630
$83K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.43% |
$1.38K - $1.49K
|
2.8K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
12+ 0.58% |
$1.38K - $1.49K
|
2.09K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.38K - $1.49K
|
2.63K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
12+ 0.1% |
$1.38K - $1.49K
|
11.6K
$1.52M
|