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 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
421+ 6.74% |
$43.4K - $54.1K
|
6.67K
$879K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
414+ 2.77% |
$42.7K - $53.2K
|
15.4K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
411+ 5.54% |
$42.4K - $52.8K
|
7.83K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 1.4% |
$42.4K - $52.8K
|
29.7K
$3.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
398+ 3.12% |
$41.1K - $51.2K
|
13.1K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
393+ 4.55% |
$40.5K - $50.5K
|
9.04K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
388+ 13.61% |
$40K - $49.9K
|
3.24K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
375+ 6.06% |
$38.7K - $48.2K
|
6.56K
$865K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
353+ 1.89% |
$36.4K - $45.4K
|
19K
$2.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
351New |
$36.2K - $45.1K
|
351
$46.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
349+ 1.99% |
$36K - $44.9K
|
17.9K
$2.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
335New |
$34.6K - $43.1K
|
335
$44.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328+ 0.15% |
$33.8K - $42.2K
|
216K
$28.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
327New |
$33.7K - $42K
|
327
$43.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
317+ 0.86% |
$32.7K - $40.7K
|
37.4K
$4.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
317+ 4.7% |
$32.7K - $40.7K
|
7.06K
$930K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
309+ 0.65% |
$31.9K - $39.7K
|
47.8K
$6.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
307+ 2.35% |
$31.7K - $39.5K
|
13.4K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
304+ 1.79% |
$31.4K - $39.1K
|
17.2K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
301+ 3.76% |
$31.1K - $38.7K
|
8.3K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
290+ 7.21% |
$29.9K - $37.3K
|
4.31K
$568K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
289+ 2.68% |
$29.8K - $37.1K
|
11.1K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
285+ 2.35% |
$29.4K - $36.6K
|
12.4K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
260+ 6.31% |
$26.8K - $33.4K
|
4.38K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
255+ 1.47% |
$26.3K - $32.8K
|
17.6K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
250New |
$25.8K - $32.1K
|
250
$33K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
240+ 11.13% |
$24.8K - $30.8K
|
2.4K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
237+ 2.9% |
$24.4K - $30.5K
|
8.4K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
232+ 0.75% |
$23.9K - $29.8K
|
31K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
229New |
$23.6K - $29.4K
|
229
$30.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
222+ 4.8% |
$22.9K - $28.5K
|
4.85K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
218+ 3.67% |
$22.5K - $28K
|
6.15K
$811K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
213+ 7.86% |
$22K - $27.4K
|
2.92K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
212+ 2.49% |
$21.9K - $27.2K
|
8.71K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
209+ 9.04% |
$21.6K - $26.9K
|
2.52K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 3.24% |
$20.8K - $26K
|
6.44K
$849K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 5.9% |
$20.5K - $25.6K
|
3.57K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
196+ 1.23% |
$20.2K - $25.2K
|
16.1K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
193+ 7.17% |
$19.9K - $24.8K
|
2.89K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
189+ 5.48% |
$19.5K - $24.3K
|
3.64K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
187+ 3.61% |
$19.3K - $24K
|
5.37K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
170+ 0.71% |
$17.5K - $21.8K
|
24.3K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
170+ 1.88% |
$17.5K - $21.8K
|
9.2K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
168+ 1.65% |
$17.3K - $21.6K
|
10.4K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
166+ 30.63% |
$17.1K - $21.3K
|
708
$93.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
157+ 1.28% |
$16.2K - $20.2K
|
12.4K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 6.72% |
$15.6K - $19.4K
|
2.4K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
150+ 0.47% |
$15.5K - $19.3K
|
31.9K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
145+ 7.27% |
$15K - $18.6K
|
2.14K
$282K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
142+ 1.69% |
$14.6K - $18.2K
|
8.53K
$1.12M
|