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 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
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 1.88% |
$204K - $255K
|
104K
$13.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 19.48% |
$215K - $268K
|
8.61K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 8.65% |
$220K - $274K
|
22.6K
$2.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.21K- 5.1% |
$227K - $283K
|
41K
$5.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.31K- 9.69% |
$238K - $297K
|
21.5K
$2.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
SELL
|
- |
-2.34K- 4.08% |
$241K - $300K
|
54.9K
$7.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 1.28% |
$242K - $301K
|
180K
$23.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 60.34% |
$248K - $309K
|
1.58K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.48K- 26.86% |
$256K - $319K
|
6.76K
$891K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 3.98% |
$259K - $323K
|
60.6K
$7.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.53K- 13.03% |
$261K - $325K
|
16.9K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.78K- 74.28% |
$287K - $357K
|
962
$127K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-2.93K- 6.83% |
$302K - $376K
|
39.9K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.01K- 3.39% |
$310K - $387K
|
85.8K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.16K- 57.63% |
$326K - $406K
|
2.32K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-3.2K- 0.54% |
$331K - $412K
|
590K
$77.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-3.31K- 27.36% |
$341K - $425K
|
8.79K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.5K- 9.06% |
$361K - $450K
|
35.1K
$4.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-3.5K- 0.98% |
$361K - $450K
|
352K
$46.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.66K- 38.59% |
$377K - $470K
|
5.82K
$767K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.74K- 9.18% |
$386K - $480K
|
37K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.74K- 99.89% |
$386K - $480K
|
4
$527
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.88K- 6.5% |
$400K - $498K
|
55.8K
$7.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.26K- 7.2% |
$440K - $548K
|
54.9K
$7.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.47K- 39.17% |
$462K - $575K
|
6.95K
$916K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.54K- 4.34% |
$468K - $583K
|
100K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-4.76K- 19.48% |
$491K - $611K
|
19.7K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.77K- 10.73% |
$492K - $613K
|
39.7K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.01K- 43.55% |
$517K - $644K
|
6.5K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
Wind River Trust CO
|
SELL
|
- |
-5.04K- 0.73% |
$520K - $648K
|
682K
$89.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-5.43K- 49.5% |
$560K - $697K
|
5.53K
$729K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.03K- 16.54% |
$622K - $774K
|
30.4K
$4.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.69K- 15.24% |
$690K - $860K
|
37.2K
$4.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.16K- 31.85% |
$739K - $920K
|
15.3K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-8.79K- 6.48% |
$907K - $1.13M
|
127K
$16.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.3K- 14.94% |
$1.07M - $1.33M
|
58.8K
$7.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-11.4K- 47.05% |
$1.18M - $1.47M
|
12.8K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.9K- 47.51% |
$1.23M - $1.53M
|
13.2K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.2K- 13.48% |
$1.26M - $1.57M
|
78.4K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.3K- 14.3% |
$1.27M - $1.58M
|
73.8K
$9.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-12.7K- 5.9% |
$1.31M - $1.63M
|
203K
$26.7M
|