Purchases and Sales Made in Q2 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$103 - $129
|
2.96K
$391K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
4.13K
$545K
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.14% |
$103 - $129
|
738
$97.3K
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
6K
$791K
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.77K
$496K
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
8.53K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.42K
$319K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.15K
$415K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.58% |
$103 - $129
|
173
$22.8K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.36% |
$103 - $129
|
277
$36.5K
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.12% |
$103 - $129
|
819
$108K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1+ 0.09% |
$103 - $129
|
1.17K
$154K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.73K
$360K
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$312K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$103 - $129
|
51
$6.72K
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$206 - $257
|
8.03K
$1.06M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 1.08% |
$309 - $386
|
275
$36.2K
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-4- 0.07% |
$413 - $514
|
5.91K
$780K
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 5.48% |
$413 - $514
|
69
$9.09K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 1.96% |
$619 - $771
|
300
$39.5K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7- 0.27% |
$722 - $900
|
2.62K
$345K
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-8- 0.11% |
$825 - $1.03K
|
7.21K
$950K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.24% |
$825 - $1.03K
|
3.34K
$440K
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8- 0.38% |
$825 - $1.03K
|
2.1K
$277K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9- 0.48% |
$928 - $1.16K
|
1.88K
$248K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 0.15% |
$1.24K - $1.54K
|
8.03K
$1.06M
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.78% |
$1.44K - $1.8K
|
1.78K
$234K
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-15- 0.35% |
$1.55K - $1.93K
|
4.28K
$564K
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-16- 0.22% |
$1.65K - $2.06K
|
7.3K
$962K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.36% |
$1.65K - $2.06K
|
4.37K
$576K
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16- 0.76% |
$1.65K - $2.06K
|
2.09K
$275K
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-18- 0.53% |
$1.86K - $2.31K
|
3.37K
$444K
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-19- 0.14% |
$1.96K - $2.44K
|
13.2K
$1.74M
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-19- 0.2% |
$1.96K - $2.44K
|
9.72K
$1.28M
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-20- 0.78% |
$2.06K - $2.57K
|
2.53K
$333K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-20- 0.39% |
$2.06K - $2.57K
|
5.15K
$678K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 1.04% |
$2.17K - $2.7K
|
2K
$263K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.55% |
$2.37K - $2.96K
|
4.13K
$545K
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-24- 0.16% |
$2.48K - $3.08K
|
14.9K
$1.96M
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-24- 0.04% |
$2.48K - $3.08K
|
58.3K
$7.68M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-27- 0.23% |
$2.79K - $3.47K
|
11.5K
$1.52M
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-28- 0.8% |
$2.89K - $3.6K
|
3.46K
$456K
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-30- 1.01% |
$3.09K - $3.86K
|
2.93K
$387K
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-30- 1.45% |
$3.09K - $3.86K
|
2.04K
$269K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31- 0.79% |
$3.2K - $3.98K
|
3.87K
$510K
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-31- 0.75% |
$3.2K - $3.98K
|
4.12K
$542K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 5.06% |
$3.3K - $4.11K
|
600
$79.1K
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-34- 1.34% |
$3.51K - $4.37K
|
2.51K
$331K
|