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 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-34- 0.74% |
$3.51K - $4.37K
|
4.54K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-38- 5.9% |
$3.92K - $4.88K
|
606
$79.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-39- 1.4% |
$4.02K - $5.01K
|
2.75K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-39- 23.49% |
$4.02K - $5.01K
|
127
$16.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-40- 4.92% |
$4.13K - $5.14K
|
773
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-40- 0.17% |
$4.13K - $5.14K
|
24.1K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-45- 0.23% |
$4.64K - $5.78K
|
19.8K
$2.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-46- 0.18% |
$4.75K - $5.91K
|
25.3K
$3.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-47- 0.59% |
$4.85K - $6.04K
|
7.96K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-50- 1.98% |
$5.16K - $6.43K
|
2.48K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 0.7% |
$5.36K - $6.68K
|
7.36K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 0.43% |
$5.67K - $7.07K
|
12.8K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-57- 2.58% |
$5.88K - $7.33K
|
2.15K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.13% |
$6.09K - $7.58K
|
44.1K
$5.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-60- 0.16% |
$6.19K - $7.71K
|
36.6K
$4.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-63- 0.75% |
$6.5K - $8.1K
|
8.32K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.5% |
$6.5K - $8.1K
|
12.7K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-63- 0.38% |
$6.5K - $8.1K
|
16.7K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-65- 0.06% |
$6.71K - $8.35K
|
103K
$13.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-66- 2.79% |
$6.81K - $8.48K
|
2.3K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-74- 42.29% |
$7.63K - $9.51K
|
101
$13.3K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-75- 4.97% |
$7.74K - $9.64K
|
1.44K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-81- 2.91% |
$8.36K - $10.4K
|
2.7K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-82- 1.41% |
$8.46K - $10.5K
|
5.73K
$756K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-82- 0.79% |
$8.46K - $10.5K
|
10.3K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-91- 1.14% |
$9.39K - $11.7K
|
7.89K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-92- 0.58% |
$9.49K - $11.8K
|
15.7K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-94- 2.72% |
$9.7K - $12.1K
|
3.37K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-97- 0.16% |
$10K - $12.5K
|
62K
$8.17M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-99- 3.61% |
$10.2K - $12.7K
|
2.64K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 1.33% |
$10.3K - $12.9K
|
7.42K
$978K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100- 1.8% |
$10.3K - $12.9K
|
5.47K
$721K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125- 1.43% |
$12.9K - $16.1K
|
8.6K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 9.81% |
$12.9K - $16.1K
|
1.15K
$151K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-127- 1.37% |
$13.1K - $16.3K
|
9.11K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-131- 5.49% |
$13.5K - $16.8K
|
2.25K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 4.26% |
$13.6K - $17K
|
2.97K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-134- 21.79% |
$13.8K - $17.2K
|
481
$63.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-139- 80.81% |
$14.3K - $17.9K
|
33
$4.35K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-141- 3.13% |
$14.5K - $18.1K
|
4.37K
$576K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-144- 2.83% |
$14.9K - $18.5K
|
4.95K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-149- 4.49% |
$15.4K - $19.1K
|
3.17K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-151- 0.06% |
$15.6K - $19.4K
|
265K
$34.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-153- 2.91% |
$15.8K - $19.7K
|
5.11K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.08% |
$16.1K - $20K
|
7.36K
$970K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-157- 2.95% |
$16.2K - $20.2K
|
5.16K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-157- 4.96% |
$16.2K - $20.2K
|
3.01K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-163- 6.58% |
$16.8K - $20.9K
|
2.32K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-163- 0.99% |
$16.8K - $20.9K
|
16.2K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-165- 0.38% |
$17K - $21.2K
|
43.2K
$5.69M
|