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 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
40+ 2.27% |
$4.13K - $5.14K
|
1.8K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
40+ 5.79% |
$4.13K - $5.14K
|
731
$96.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 3600.0% |
$3.71K - $4.63K
|
37
$4.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
35+ 0.48% |
$3.61K - $4.5K
|
7.38K
$972K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30+ 0.86% |
$3.09K - $3.86K
|
3.52K
$464K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 4.78% |
$3.09K - $3.86K
|
658
$86.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28+ 1.0% |
$2.89K - $3.6K
|
2.83K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
27+ 1.06% |
$2.79K - $3.47K
|
2.59K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 1.84% |
$2.79K - $3.47K
|
1.49K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
26New |
$2.68K - $3.34K
|
26
$3.43K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25+ 0.68% |
$2.58K - $3.21K
|
3.72K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 0.21% |
$2.48K - $3.08K
|
11.4K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
22+ 0.43% |
$2.27K - $2.83K
|
5.19K
$684K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.46% |
$2.17K - $2.7K
|
4.59K
$604K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
19+ 0.48% |
$1.96K - $2.44K
|
4.01K
$528K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 0.46% |
$1.96K - $2.44K
|
4.12K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.51% |
$1.86K - $2.31K
|
3.57K
$471K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17+ 3.44% |
$1.75K - $2.18K
|
511
$67.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
17+ 0.49% |
$1.75K - $2.18K
|
3.5K
$462K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
16+ 0.41% |
$1.65K - $2.06K
|
3.93K
$518K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
16+ 0.56% |
$1.65K - $2.06K
|
2.9K
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
15+ 0.18% |
$1.55K - $1.93K
|
8.33K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$1.55K - $1.93K
|
15
$1.98K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13+ 0.47% |
$1.34K - $1.67K
|
2.78K
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
13+ 0.1% |
$1.34K - $1.67K
|
12.5K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 7.51% |
$1.34K - $1.67K
|
186
$24.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.24K - $1.54K
|
20.3K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12+ 0.46% |
$1.24K - $1.54K
|
2.63K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11+ 0.79% |
$1.13K - $1.41K
|
1.4K
$185K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 1100.0% |
$1.13K - $1.41K
|
12
$1.58K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10+ 0.31% |
$1.03K - $1.29K
|
3.28K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.24% |
$1.03K - $1.29K
|
4.26K
$562K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.23% |
$1.03K - $1.29K
|
4.35K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9+ 0.5% |
$928 - $1.16K
|
1.81K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.06% |
$928 - $1.16K
|
15.6K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 1.85% |
$928 - $1.16K
|
496
$65.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8+ 0.41% |
$825 - $1.03K
|
1.98K
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8+ 0.44% |
$825 - $1.03K
|
1.85K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$722 - $900
|
2.49K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7+ 0.23% |
$722 - $900
|
3.1K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
7+ 0.15% |
$722 - $900
|
4.55K
$599K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 0.17% |
$619 - $771
|
3.54K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6+ 0.04% |
$619 - $771
|
14K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.25% |
$619 - $771
|
2.4K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5+ 0.06% |
$516 - $643
|
7.71K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5+ 0.61% |
$516 - $643
|
823
$108K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.45% |
$516 - $643
|
1.11K
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$516 - $643
|
4.39K
$578K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5+ 0.1% |
$516 - $643
|
4.88K
$644K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.07% |
$516 - $643
|
7.58K
$1M
|