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 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
140+ 19.58% |
$14.4K - $18K
|
855
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
132+ 0.9% |
$13.6K - $17K
|
14.7K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 1.48% |
$13.5K - $16.8K
|
9.01K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
122+ 0.73% |
$12.6K - $15.7K
|
16.9K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
116+ 3.91% |
$12K - $14.9K
|
3.09K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
114+ 6.28% |
$11.8K - $14.7K
|
1.93K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
112+ 5.8% |
$11.6K - $14.4K
|
2.04K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
110+ 1.09% |
$11.3K - $14.1K
|
10.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 5.35% |
$11.2K - $14K
|
2.15K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
109+ 10900.0% |
$11.2K - $14K
|
110
$14.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 2.93% |
$10.7K - $13.4K
|
3.65K
$482K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
104New |
$10.7K - $13.4K
|
104
$13.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
102+ 0.15% |
$10.5K - $13.1K
|
70.3K
$9.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
100+ 6.63% |
$10.3K - $12.9K
|
1.61K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
100+ 3.94% |
$10.3K - $12.9K
|
2.64K
$348K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
99New |
$10.2K - $12.7K
|
99
$13K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
92+ 1.48% |
$9.49K - $11.8K
|
6.3K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
88+ 0.18% |
$9.08K - $11.3K
|
50.2K
$6.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
85+ 2.29% |
$8.77K - $10.9K
|
3.79K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
83+ 3.69% |
$8.56K - $10.7K
|
2.33K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
82+ 4.8% |
$8.46K - $10.5K
|
1.79K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
80+ 0.08% |
$8.25K - $10.3K
|
105K
$13.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
79+ 4.69% |
$8.15K - $10.2K
|
1.76K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 3.07% |
$8.15K - $10.2K
|
2.66K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
75+ 2.16% |
$7.74K - $9.64K
|
3.55K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
74+ 2.89% |
$7.63K - $9.51K
|
2.63K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
69+ 51.88% |
$7.12K - $8.87K
|
202
$26.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
69+ 10.45% |
$7.12K - $8.87K
|
729
$96.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
68+ 5.15% |
$7.01K - $8.74K
|
1.39K
$183K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
66+ 0.47% |
$6.81K - $8.48K
|
14K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
62+ 1.6% |
$6.4K - $7.97K
|
3.93K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
62+ 0.35% |
$6.4K - $7.97K
|
17.8K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
59+ 2.26% |
$6.09K - $7.58K
|
2.67K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 1.71% |
$5.98K - $7.45K
|
3.45K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
55+ 0.43% |
$5.67K - $7.07K
|
12.9K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
55New |
$5.67K - $7.07K
|
55
$7.25K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54+ 0.17% |
$5.57K - $6.94K
|
31K
$4.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
52+ 2.2% |
$5.36K - $6.68K
|
2.42K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
50+ 1.0% |
$5.16K - $6.43K
|
5.07K
$668K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.0% |
$5.16K - $6.43K
|
5.08K
$669K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
49+ 0.21% |
$5.05K - $6.3K
|
23.4K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
49+ 0.51% |
$5.05K - $6.3K
|
9.74K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
49+ 15.51% |
$5.05K - $6.3K
|
365
$48.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
48+ 1.68% |
$4.95K - $6.17K
|
2.9K
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
44+ 20.75% |
$4.54K - $5.65K
|
256
$33.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
41+ 0.08% |
$4.23K - $5.27K
|
54.1K
$7.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 0.49% |
$4.13K - $5.14K
|
8.28K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$4.13K - $5.14K
|
40
$5.27K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.79% |
$4.13K - $5.14K
|
5.08K
$670K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
40+ 1.42% |
$4.13K - $5.14K
|
2.86K
$376K
|