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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
913+ 16.96% |
$94.2K - $117K
|
6.3K
$830K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
909+ 37.83% |
$93.8K - $117K
|
3.31K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
893+ 3.7% |
$92.1K - $115K
|
25K
$3.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
885+ 0.55% |
$91.3K - $114K
|
162K
$21.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
873+ 54.91% |
$90.1K - $112K
|
2.46K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
861+ 10.5% |
$88.8K - $111K
|
9.06K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
857+ 1.95% |
$88.4K - $110K
|
44.8K
$5.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
856+ 12.32% |
$88.3K - $110K
|
7.81K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
847+ 3.13% |
$87.4K - $109K
|
27.9K
$3.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
840+ 88.42% |
$86.7K - $108K
|
1.79K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
838+ 16.47% |
$86.4K - $108K
|
5.93K
$781K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
822+ 4.69% |
$84.8K - $106K
|
18.4K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
794+ 1.72% |
$81.9K - $102K
|
47K
$6.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
771+ 26.56% |
$79.5K - $99.1K
|
3.67K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
742+ 1.39% |
$76.5K - $95.4K
|
54.3K
$7.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
740+ 28.4% |
$76.3K - $95.1K
|
3.35K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
738+ 6.18% |
$76.1K - $94.8K
|
12.7K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
729+ 29.16% |
$75.2K - $93.7K
|
3.23K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
727+ 38.94% |
$75K - $93.4K
|
2.59K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
689+ 0.87% |
$71.1K - $88.6K
|
80.2K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
689+ 4.17% |
$71.1K - $88.6K
|
17.2K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
685+ 8.32% |
$70.7K - $88K
|
8.91K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
677+ 6.53% |
$69.8K - $87K
|
11K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
632+ 4.49% |
$65.2K - $81.2K
|
14.7K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
631+ 14.06% |
$65.1K - $81.1K
|
5.12K
$675K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
622+ 23.87% |
$64.2K - $79.9K
|
3.23K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
612+ 11.53% |
$63.1K - $78.7K
|
5.92K
$781K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
585+ 182.81% |
$60.3K - $75.2K
|
905
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
580+ 5.99% |
$59.8K - $74.5K
|
10.3K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
578+ 3.78% |
$59.6K - $74.3K
|
15.9K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
573+ 18.63% |
$59.1K - $73.6K
|
3.65K
$481K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
565+ 3.65% |
$58.3K - $72.6K
|
16K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
557+ 1.14% |
$57.5K - $71.6K
|
49.6K
$6.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
553+ 189.38% |
$57K - $71.1K
|
845
$111K
|
|
|
Aug 01, 2025
Q2 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
528+ 3.25% |
$54.5K - $67.9K
|
16.8K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
526+ 457.39% |
$54.3K - $67.6K
|
641
$84.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
517+ 21.93% |
$53.3K - $66.4K
|
2.87K
$379K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
516+ 10.3% |
$53.2K - $66.3K
|
5.53K
$728K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
504+ 25.98% |
$52K - $64.8K
|
2.44K
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
Bernzott Capital Advisors
|
BUY
|
- |
490+ 2.03% |
$50.5K - $63K
|
24.6K
$3.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
478+ 6.72% |
$49.3K - $61.4K
|
7.59K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
472+ 1.58% |
$48.7K - $60.7K
|
30.4K
$4M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
472+ 1.18% |
$48.7K - $60.7K
|
40.6K
$5.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
462+ 9.15% |
$47.7K - $59.4K
|
5.51K
$726K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
460New |
$47.5K - $59.1K
|
460
$60.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
457+ 0.38% |
$47.1K - $58.7K
|
121K
$15.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
437New |
$45.1K - $56.2K
|
437
$57.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 0.32% |
$44.7K - $55.6K
|
136K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
430+ 6.87% |
$44.4K - $55.3K
|
6.69K
$882K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
426New |
$43.9K - $54.7K
|
426
$56.2K
|