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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-464- 10.53% |
$47.9K - $59.6K
|
3.94K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-475- 2.87% |
$49K - $61K
|
16.1K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-476- 1.06% |
$49.1K - $61.2K
|
44.6K
$5.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-481- 0.53% |
$49.6K - $61.8K
|
90.7K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-486- 16.29% |
$50.1K - $62.5K
|
2.5K
$329K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-501- 1.3% |
$51.7K - $64.4K
|
38K
$5.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-505- 17.77% |
$52.1K - $64.9K
|
2.34K
$308K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-513- 5.88% |
$52.9K - $65.9K
|
8.22K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-517- 16.46% |
$53.3K - $66.4K
|
2.62K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-539- 0.95% |
$55.6K - $69.3K
|
56.2K
$7.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-551- 10.21% |
$56.8K - $70.8K
|
4.85K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-563- 1.91% |
$58.1K - $72.4K
|
28.9K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-569- 5.62% |
$58.7K - $73.1K
|
9.55K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.17% |
$58.8K - $73.3K
|
331K
$43.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-572- 6.65% |
$59K - $73.5K
|
8.03K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-578- 10.68% |
$59.6K - $74.3K
|
4.83K
$637K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-612- 5.37% |
$63.1K - $78.7K
|
10.8K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-619- 27.72% |
$63.9K - $79.6K
|
1.61K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-629- 7.74% |
$64.9K - $80.8K
|
7.5K
$988K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-645- 12.57% |
$66.5K - $82.9K
|
4.49K
$591K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-649- 5.73% |
$67K - $83.4K
|
10.7K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-671- 8.19% |
$69.2K - $86.2K
|
7.53K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-718- 0.61% |
$74.1K - $92.3K
|
117K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-738- 56.16% |
$76.1K - $94.8K
|
576
$75.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-762- 6.95% |
$78.6K - $97.9K
|
10.2K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-789- 6.74% |
$81.4K - $101K
|
10.9K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-795- 1.18% |
$82K - $102K
|
66.7K
$8.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-872- 49.97% |
$90K - $112K
|
873
$115K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-892- 9.24% |
$92K - $115K
|
8.76K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-911- 3.81% |
$94K - $117K
|
23K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-917- 20.56% |
$94.6K - $118K
|
3.54K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-939- 0.93% |
$96.9K - $121K
|
100K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-962- 31.57% |
$99.2K - $124K
|
2.09K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-965- 26.24% |
$99.5K - $124K
|
2.71K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-965- 3.31% |
$99.5K - $124K
|
28.2K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.01K- 3.69% |
$104K - $130K
|
26.3K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.01K- 4.5% |
$104K - $130K
|
21.4K
$2.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 14.63% |
$110K - $137K
|
6.22K
$819K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 55.1% |
$110K - $138K
|
872
$115K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 10.16% |
$125K - $155K
|
10.7K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.25K- 9.11% |
$129K - $161K
|
12.5K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 26.49% |
$129K - $161K
|
3.48K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 8.64% |
$135K - $168K
|
13.8K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 22.14% |
$142K - $177K
|
4.85K
$639K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.44K- 14.87% |
$149K - $185K
|
8.25K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$160K - $199K
|
198K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 12.99% |
$160K - $200K
|
10.4K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.8K- 47.14% |
$186K - $232K
|
2.02K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.84K- 16.72% |
$190K - $236K
|
9.17K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.97K- 0.26% |
$203K - $253K
|
755K
$99.5M
|