Latest Institutional Transactions on Vanguard Total World Stk Index (VT)
This table provides information on the latest institutional transactions involving Vanguard Total World Stk Index (VT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 2.72% |
$6.21K - $6.52K
|
2K
$244K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.78K+ 3.11% |
$209K - $219K
|
59K
$7.2M
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
7.42K+ 30.34% |
$869K - $913K
|
31.9K
$3.89M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
63+ 1.28% |
$7.38K - $7.75K
|
4.99K
$608K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
109+ 0.49% |
$12.8K - $13.4K
|
22.5K
$2.74M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
74+ 4.85% |
$8.66K - $9.11K
|
1.6K
$195K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.37K+ 5.66% |
$980K - $1.03M
|
156K
$19.1M
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$128K
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
282+ 0.73% |
$33K - $34.7K
|
38.7K
$4.72M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-298- 1.99% |
$34.9K - $36.7K
|
14.7K
$1.79M
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10- 0.35% |
$1.17K - $1.23K
|
2.88K
$351K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17.1K+ 3050.27% |
$2M - $2.11M
|
17.7K
$2.15M
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
64.4K+ 1662.95% |
$7.54M - $7.92M
|
68.2K
$8.32M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.93KNew |
$226K - $238K
|
1.93K
$236K
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
9.42KNew |
$1.1M - $1.16M
|
9.42K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.84K+ 11.55% |
$332K - $349K
|
27.4K
$3.34M
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
25.2K+ 134.17% |
$2.95M - $3.1M
|
43.9K
$5.35M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 5.21% |
$1.3M - $1.36M
|
224K
$27.3M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-20- 0.79% |
$2.34K - $2.46K
|
2.5K
$305K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
164+ 4.48% |
$19.2K - $20.2K
|
3.83K
$467K
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$117 - $123
|
8.53K
$1.04M
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-911- 12.59% |
$107K - $112K
|
6.32K
$771K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.31% |
$351 - $369
|
961
$117K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-203- 0.83% |
$23.8K - $25K
|
24.3K
$2.96M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.17KNew |
$372K - $391K
|
3.17K
$387K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.26K- 10.05% |
$616K - $647K
|
47.1K
$5.74M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.71K- 20.1% |
$1.02M - $1.07M
|
34.6K
$4.22M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.76KNew |
$674K - $709K
|
5.76K
$702K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
818New |
$95.8K - $101K
|
818
$99.7K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
359New |
$42K - $44.2K
|
359
$43.8K
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
442+ 0.88% |
$51.8K - $54.4K
|
50.7K
$6.18M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
84+ 2.36% |
$9.84K - $10.3K
|
3.65K
$444K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.5K+ 42.61% |
$1.23M - $1.29M
|
35.1K
$4.27M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.21K- 2.71% |
$142K - $149K
|
43.6K
$5.31M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.9KNew |
$223K - $234K
|
1.9K
$232K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
25+ 0.58% |
$2.93K - $3.08K
|
4.3K
$524K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.2% |
$585 - $615
|
2.46K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
236+ 1.75% |
$27.6K - $29K
|
13.8K
$1.68M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.26K+ 5.61% |
$264K - $278K
|
42.5K
$5.18M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
447+ 4.56% |
$52.3K - $55K
|
10.3K
$1.25M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
8.21KNew |
$961K - $1.01M
|
8.21K
$1M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
6.14KNew |
$718K - $755K
|
6.14K
$748K
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
17.1KNew |
$2M - $2.1M
|
17.1K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.1KNew |
$1.19M - $1.25M
|
10.1K
$1.23M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
444+ 9.76% |
$52K - $54.6K
|
5K
$609K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9- 0.28% |
$1.05K - $1.11K
|
3.2K
$390K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.8K- 73.63% |
$679K - $714K
|
2.08K
$253K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 100.12% |
$1.42M - $1.5M
|
24.3K
$2.96M
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.04KNew |
$238K - $250K
|
2.04K
$248K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.8KNew |
$210K - $221K
|
1.8K
$219K
|