Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History

Intelligent Financial Strategies

$198 Million
Q4 2025

A detailed history of Intelligent Financial Strategies transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Intelligent Financial Strategies holds 165,015 shares of VT stock, worth $23 Million. This represents 11.59% of its overall portfolio holdings.

Number of Shares

165,015

Previous 168,150 1.86%

Holding current value

$23 Million

Previous $23.2 Million 0.84%

% of portfolio

11.59%

Previous 11.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$135.16 - $141.78 $423,726 - $444,480	-3,135 Reduced 1.86%	165,015 $23 Million
Q3 2025 Oct 21, 2025	BUY	$128.41 - $138.03 $13.7 Million - $14.7 Million	106,785 Added 174.02%	168,150 $23.2 Million
Q2 2025 Jul 30, 2025	BUY	$103.16 - $128.52 $4.01 Million - $4.99 Million	38,865 Added 172.73%	61,365 $7.89 Million
Q1 2025 Apr 23, 2025	SELL	$115.08 - $123.97 $34,984 - $37,686	-304 Reduced 1.33%	22,500 $2.61 Million
Q4 2024 Jan 30, 2025	BUY	$117.09 - $123.07 $964,821 - $1.01 Million	8,240 Added 56.58%	22,804 $2.68 Million

Q3 2024 Oct 25, 2024	BUY	$107.72 - $119.96 $32,423 - $36,107	301 Added 2.11%	14,564 $1.74 Million
Q2 2024 Jul 25, 2024	SELL	$104.94 - $113.51 $1.81 Million - $1.96 Million	-17,263 Reduced 54.76%	14,263 $1.61 Million
Q1 2024 Apr 26, 2024	BUY	$100.68 - $110.5 $205,487 - $225,530	2,041 Added 6.92%	31,526 $3.48 Million
Q4 2023 Feb 08, 2024	BUY	$88.97 - $103.1 $2.19 Million - $2.54 Million	24,634 Added 507.81%	29,485 $3.03 Million
Q3 2023 Oct 30, 2023	SELL	$92.79 - $100.59 $9,186 - $9,958	-99 Reduced 2.0%	4,851 $452,000
Q2 2023 Jul 20, 2023	BUY	$91.33 - $98.06 $182 - $196	2 Added 0.04%	4,950 $480,000
Q4 2022 Jan 24, 2023	SELL	$78.67 - $91.07 $1.64 Million - $1.9 Million	-20,815 Reduced 80.79%	4,948 $0
Q3 2022 Nov 10, 2022	SELL	$78.88 - $94.48 $302,820 - $362,708	-3,839 Reduced 12.97%	25,763 $2.03 Million
Q2 2022 Aug 08, 2022	SELL	$83.88 - $102.77 $3.62 Million - $4.44 Million	-43,207 Reduced 59.34%	29,602 $2.53 Million
Q1 2022 Apr 25, 2022	SELL	$93.8 - $108.09 $1.3 Million - $1.49 Million	-13,822 Reduced 15.96%	72,809 $7.38 Million
Q4 2021 Feb 15, 2022	BUY	$101.45 - $109.23 $8.79 Million - $9.46 Million	86,631 New	86,631 $9.31 Million

Others Institutions Holding VT

# of Institutions

1,230

Shares Held

119M

Call Options Held

251K

Put Options Held

87.2K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.

Account

Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History