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 1,134 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,588
shares
|
$7.06 Million
0.01% of portfolio
|
Q2 2022
Reduced 2.56%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
52,094
shares
|
$6.87 Million
0.13% of portfolio
|
Q2 2025
Added 18.83%
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
51,999
shares
|
$6.85 Million
1.84% of portfolio
|
Q2 2025
Added 6.45%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
51,754
shares
|
$6.82 Million
0.07% of portfolio
|
Q2 2025
Added 2.85%
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
50,652
shares
|
$6.68 Million
1.6% of portfolio
|
Q2 2025
Added 72.87%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
50,305
shares
|
$6.63 Million
0.36% of portfolio
|
Q4 2023
Added 3.29%
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
50,206
shares
|
$6.62 Million
2.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
49,673
shares
|
$6.55 Million
1.12% of portfolio
|
Q2 2025
Added 4.48%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
49,597
shares
|
$6.54 Million
0.15% of portfolio
|
Q2 2025
Added 1.14%
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
49,510
shares
|
$6.53 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
47,783
shares
|
$6.3 Million
0.47% of portfolio
|
Q2 2025
Added 0.65%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
47,555
shares
|
$6.27 Million
0.03% of portfolio
|
Q2 2023
Reduced 76.68%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
46,990
shares
|
$6.19 Million
0.26% of portfolio
|
Q2 2025
Added 1.72%
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
46,944
shares
|
$6.19 Million
0.09% of portfolio
|
Q2 2025
Added 8.46%
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
46,521
shares
|
$6.13 Million
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
46,503
shares
|
$6.13 Million
0.12% of portfolio
|
Q2 2025
Added 5.94%
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
45,901
shares
|
$6.05 Million
0.05% of portfolio
|
Q2 2025
Added 29.21%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
45,232
shares
|
$5.96 Million
0.02% of portfolio
|
Q2 2025
Added 7.49%
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
45,158
shares
|
$5.95 Million
3.88% of portfolio
|
Q2 2025
Added 3.08%
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
45,063
shares
|
$5.94 Million
0.85% of portfolio
|
Q2 2025
Added 2.96%
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
44,984
shares
|
$5.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
44,785
shares
|
$5.9 Million
0.02% of portfolio
|
Q2 2025
Added 1.95%
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
44,612
shares
|
$5.88 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
44,069
shares
|
$5.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
43,777
shares
|
$5.77 Million
0.07% of portfolio
|
Q2 2025
Added 93.44%
|