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 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$516 - $643
|
5
$659
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.22% |
$413 - $514
|
1.81K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.24% |
$309 - $386
|
1.28K
$168K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.03% |
$309 - $386
|
10.3K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.16% |
$309 - $386
|
1.93K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.51% |
$309 - $386
|
592
$78K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.55% |
$309 - $386
|
551
$72.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$206 - $257
|
2.04K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.03% |
$206 - $257
|
5.81K
$765K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.42K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.28% |
$103 - $129
|
355
$46.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.01% |
$103 - $129
|
14.2K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.77K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
8.53K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
16.7K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.15K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.12% |
$103 - $129
|
819
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.14% |
$103 - $129
|
738
$97.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1+ 0.09% |
$103 - $129
|
1.17K
$154K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.58% |
$103 - $129
|
173
$22.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
10.5K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.84% |
$103 - $129
|
120
$15.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
4.13K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 50.0% |
$103 - $129
|
3
$395
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.73K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$103 - $129
|
2.96K
$391K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.05% |
$103 - $129
|
2.18K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.0% |
$103 - $129
|
21.4K
$2.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.36% |
$103 - $129
|
277
$36.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
6K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$103 - $129
|
51
$6.72K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$206 - $257
|
8.03K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 1.08% |
$309 - $386
|
275
$36.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 5.48% |
$413 - $514
|
69
$9.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-4- 0.07% |
$413 - $514
|
5.91K
$780K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 1.96% |
$619 - $771
|
300
$39.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7- 0.27% |
$722 - $900
|
2.62K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.24% |
$825 - $1.03K
|
3.34K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8- 0.38% |
$825 - $1.03K
|
2.1K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-8- 0.11% |
$825 - $1.03K
|
7.21K
$950K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9- 0.48% |
$928 - $1.16K
|
1.88K
$248K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 0.15% |
$1.24K - $1.54K
|
8.03K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.78% |
$1.44K - $1.8K
|
1.78K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-15- 0.35% |
$1.55K - $1.93K
|
4.28K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-16- 0.22% |
$1.65K - $2.06K
|
7.3K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.36% |
$1.65K - $2.06K
|
4.37K
$576K
|