Institutional Ownership Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT). We have compiled data on the 1,091 institutions that hold shares in the stock, with a total of 99.7 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
62,072
shares
|
$7.19 Million
4.5% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
61,379
shares
|
$7.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
59,880
shares
|
$6.94 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
59,675
shares
|
$6.91 Million
0.24% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
59,438
shares
|
$6.88 Million
0.9% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
59,041
shares
|
$6.84 Million
0.9% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
58,980
shares
|
$6.83 Million
0.01% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
58,886
shares
|
$6.82 Million
0.01% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
58,388
shares
|
$6.76 Million
0.07% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
57,541
shares
|
$6.66 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
57,448
shares
|
$6.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
56,080
shares
|
$6.5 Million
3.91% of portfolio
|
Q4 2024
Reduced 19.28%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
55,402
shares
|
$6.42 Million
1.98% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
55,230
shares
|
$6.4 Million
0.07% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
55,032
shares
|
$6.37 Million
0.82% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
54,445
shares
|
$6.31 Million
1.08% of portfolio
|
Q4 2024
Added 158.83%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
54,055
shares
|
$6.26 Million
3.32% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
53,613
shares
|
$6.21 Million
0.03% of portfolio
|
Q4 2024
Added 84.83%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,588
shares
|
$6.21 Million
0.01% of portfolio
|
Q2 2022
Reduced 2.56%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
53,262
shares
|
$6.17 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
52,535
shares
|
$6.08 Million
0.55% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
52,136
shares
|
$6.04 Million
0.08% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
50,859
shares
|
$5.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 86.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
50,520
shares
|
$5.85 Million
0.09% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
50,305
shares
|
$5.83 Million
0.33% of portfolio
|
Q4 2023
Added 3.29%
|