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 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.87KNew |
$502K - $626K
|
4.87K
$642K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.74K+ 8.4% |
$489K - $610K
|
61.2K
$8.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.64K+ 4.83% |
$478K - $596K
|
101K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.39K+ 26.35% |
$453K - $564K
|
21K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.32K+ 225.1% |
$446K - $555K
|
6.24K
$823K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.31K+ 135.59% |
$444K - $553K
|
7.48K
$986K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
4.16K+ 11.32% |
$429K - $534K
|
40.9K
$5.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.08KNew |
$420K - $524K
|
4.08K
$537K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.07K+ 11.75% |
$420K - $523K
|
38.7K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 11.28% |
$415K - $518K
|
39.7K
$5.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.94K+ 5.88% |
$406K - $506K
|
70.9K
$9.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.93K+ 17.81% |
$405K - $505K
|
26K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.88K+ 2.14% |
$400K - $498K
|
185K
$24.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
3.86K+ 65.1% |
$398K - $496K
|
9.79K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.72K+ 9.89% |
$384K - $478K
|
41.3K
$5.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Drystone LLC
|
BUY
|
- |
3.72K+ 57.68% |
$384K - $478K
|
10.2K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.71K+ 152.76% |
$382K - $476K
|
6.13K
$808K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.66K+ 8.46% |
$378K - $471K
|
46.9K
$6.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.62K+ 78.57% |
$374K - $466K
|
8.23K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.55K+ 23.99% |
$366K - $456K
|
18.3K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.37KNew |
$348K - $434K
|
3.37K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$348K - $433K
|
3.37K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.35KNew |
$345K - $430K
|
3.35K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 21.08% |
$339K - $422K
|
18.9K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 218.67% |
$336K - $418K
|
4.75K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.23K+ 3.87% |
$334K - $416K
|
86.7K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17K+ 14.2% |
$327K - $408K
|
25.5K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 6.45% |
$325K - $405K
|
52K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.15K+ 7.49% |
$325K - $405K
|
45.2K
$5.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.14K+ 16.7% |
$324K - $404K
|
22K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.1KNew |
$320K - $399K
|
3.1K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.1K+ 10.55% |
$320K - $398K
|
32.5K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.09K+ 16.06% |
$319K - $397K
|
22.3K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01K+ 10.81% |
$311K - $387K
|
30.9K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.99K+ 1.0% |
$308K - $384K
|
302K
$39.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$300K - $373K
|
2.9K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$291K - $363K
|
2.82K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.61K+ 5.94% |
$269K - $335K
|
46.5K
$6.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.54K+ 118.44% |
$262K - $327K
|
4.69K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 7.59% |
$248K - $309K
|
34.1K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.39K+ 14.84% |
$246K - $307K
|
18.5K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.37K+ 71.25% |
$245K - $305K
|
5.71K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.32K+ 27.94% |
$239K - $298K
|
10.6K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.28KNew |
$235K - $293K
|
2.28K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.26K+ 3.77% |
$233K - $290K
|
62.1K
$8.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.15K+ 76.17% |
$222K - $277K
|
4.98K
$657K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.14K+ 8.1% |
$221K - $275K
|
28.5K
$3.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.13K+ 4.48% |
$220K - $274K
|
49.7K
$6.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 4.96% |
$208K - $259K
|
42.7K
$5.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.99KNew |
$205K - $256K
|
1.99K
$262K
|