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 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.9K+ 19.67% |
$1.85M - $2.31M
|
109K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.3KNew |
$1.78M - $2.22M
|
17.3K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.2K+ 3.44% |
$1.77M - $2.21M
|
518K
$68.2M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.6K+ 145.83% |
$1.6M - $2M
|
26.2K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.7K+ 8.16% |
$1.52M - $1.9M
|
195K
$25.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.6K+ 7.48% |
$1.51M - $1.88M
|
210K
$27.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
14K+ 8.55% |
$1.45M - $1.8M
|
178K
$23.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
13.9K+ 5.05% |
$1.44M - $1.79M
|
289K
$38.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.2K+ 22.58% |
$1.36M - $1.7M
|
71.6K
$9.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 3.05% |
$1.35M - $1.68M
|
442K
$58.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12.9KNew |
$1.33M - $1.66M
|
12.9K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.6K+ 6.37% |
$1.3M - $1.62M
|
211K
$27.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.3KNew |
$1.17M - $1.45M
|
11.3K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.3KNew |
$1.16M - $1.45M
|
11.3K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.2K+ 53.3% |
$1.16M - $1.44M
|
32.2K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.1K+ 3.2% |
$1.14M - $1.43M
|
358K
$47.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.7K+ 11.32% |
$1.11M - $1.38M
|
106K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
10.7KNew |
$1.11M - $1.38M
|
10.7K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.4K+ 365.63% |
$1.07M - $1.34M
|
13.2K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.3KNew |
$1.07M - $1.33M
|
10.3K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.71K+ 7.19% |
$1M - $1.25M
|
145K
$19.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.46KNew |
$976K - $1.22M
|
9.46K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.33KNew |
$963K - $1.2M
|
9.33K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.79K+ 14.9% |
$907K - $1.13M
|
67.8K
$8.93M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
8.7K+ 6.37% |
$897K - $1.12M
|
145K
$19.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
8.69K+ 95.1% |
$897K - $1.12M
|
17.8K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.29K+ 9.91% |
$855K - $1.07M
|
92K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.25K+ 18.83% |
$851K - $1.06M
|
52.1K
$6.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.23KNew |
$849K - $1.06M
|
8.23K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.95K+ 32.95% |
$820K - $1.02M
|
32.1K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
7.63KNew |
$787K - $981K
|
7.63K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
7.43KNew |
$766K - $955K
|
7.43K
$979K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 6.38% |
$763K - $950K
|
123K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.36K+ 9.35% |
$760K - $946K
|
86.2K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.2KNew |
$743K - $925K
|
7.2K
$949K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 10.05% |
$713K - $888K
|
75.6K
$9.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.9K+ 300.35% |
$712K - $887K
|
9.2K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
6.55K+ 27.97% |
$675K - $841K
|
29.9K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.52K+ 1.4% |
$672K - $838K
|
471K
$62M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.92K+ 25.75% |
$611K - $761K
|
28.9K
$3.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.86KNew |
$605K - $753K
|
5.86K
$772K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.75K+ 4.73% |
$593K - $738K
|
127K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.74K+ 79.65% |
$592K - $737K
|
12.9K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.63K+ 18.42% |
$581K - $724K
|
36.2K
$4.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.51K+ 71.52% |
$568K - $708K
|
13.2K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.42K+ 96.77% |
$559K - $696K
|
11K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
5.34KNew |
$551K - $686K
|
5.34K
$703K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.27K+ 9.58% |
$544K - $678K
|
60.3K
$7.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.14K+ 3.37% |
$530K - $661K
|
158K
$20.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.06K+ 13.37% |
$522K - $650K
|
42.9K
$5.66M
|