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
|
Evoke Wealth, LLC
|
SELL
|
- |
-20.1K- 4.11% |
$2.07M - $2.58M
|
468K
$61.7M
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-20.1K- 18.47% |
$2.07M - $2.58M
|
88.6K
$11.7M
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-20.9K- 82.17% |
$2.16M - $2.69M
|
4.53K
$598K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21.6K- 87.17% |
$2.23M - $2.78M
|
3.18K
$419K
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-21.9K- 4.6% |
$2.25M - $2.81M
|
453K
$59.7M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-23.5K- 73.37% |
$2.42M - $3.01M
|
8.52K
$1.12M
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.6K- 79.09% |
$2.44M - $3.04M
|
6.25K
$823K
|
|
Aug 07, 2025
Q2 2025
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-24K- 8.58% |
$2.47M - $3.08M
|
255K
$33.7M
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-24.1K- 30.16% |
$2.49M - $3.1M
|
55.9K
$7.36M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.5K- 11.51% |
$2.63M - $3.28M
|
196K
$25.8M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 1.03% |
$2.69M - $3.35M
|
2.5M
$330M
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-28.7K- 22.83% |
$2.96M - $3.69M
|
97K
$12.8M
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-29.9K- 87.57% |
$3.08M - $3.84M
|
4.24K
$559K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.6K- 72.23% |
$3.16M - $3.93M
|
11.8K
$1.55M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-30.9K- 8.69% |
$3.19M - $3.98M
|
325K
$42.9M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.1K- 73.78% |
$3.72M - $4.64M
|
12.8K
$1.69M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-37.5K- 36.62% |
$3.86M - $4.81M
|
64.8K
$8.55M
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-39.7K- 7.46% |
$4.1M - $5.11M
|
493K
$64.9M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-40K- 93.07% |
$4.13M - $5.14M
|
2.98K
$393K
|
|
Aug 14, 2025
Q2 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-41.3K- 55.26% |
$4.27M - $5.31M
|
33.5K
$4.41M
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-44.2K- 65.4% |
$4.56M - $5.67M
|
23.4K
$3.08M
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-47.5K- 94.77% |
$4.9M - $6.11M
|
2.63K
$346K
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-53.7K- 35.17% |
$5.54M - $6.91M
|
99K
$13.1M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56.6K- 85.97% |
$5.84M - $7.28M
|
9.24K
$1.22M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-64.1K- 24.23% |
$6.61M - $8.23M
|
200K
$26.4M
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-70.1K- 76.57% |
$7.23M - $9.01M
|
21.4K
$2.83M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-87.7K- 11.51% |
$9.05M - $11.3M
|
675K
$88.9M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-126K- 96.84% |
$13M - $16.2M
|
4.13K
$544K
|
|
Aug 13, 2025
Q2 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-158K- 12.66% |
$16.3M - $20.3M
|
1.09M
$144M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-182K- 8.45% |
$18.8M - $23.4M
|
1.97M
$260M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-233K- 55.96% |
$24M - $30M
|
183K
$24.2M
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-310K- 98.77% |
$32M - $39.8M
|
3.85K
$508K
|
|
Aug 08, 2025
Q2 2025
|
Tiff Advisory Services Inc
|
SELL
|
- |
-483K- 39.5% |
$49.8M - $62.1M
|
740K
$97.5M
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-585K- 41.77% |
$60.4M - $75.2M
|
816K
$107M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-750K- 33.26% |
$77.4M - $96.4M
|
1.5M
$198M
|
|
Aug 13, 2025
Q2 2025
|
Madrone Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-823K- 65.15% |
$84.9M - $106M
|
440K
$58M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1.18M- 99.04% |
$122M - $152M
|
11.4K
$1.51M
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.49M- 68.01% |
$154M - $192M
|
702K
$92.5M
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.78M- 73.33% |
$183M - $228M
|
645K
$85.1M
|