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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-50K- 14.91% |
$5.86M - $6.16M
|
285K
$34.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510New |
$59.7K - $62.8K
|
510
$61.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.17% |
$9.72K - $10.2K
|
3.9K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-90- 2.36% |
$10.5K - $11.1K
|
3.72K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.22K- 95.55% |
$611K - $642K
|
243
$29.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$2.75M - $2.89M
|
23.5K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-80- 5.73% |
$9.37K - $9.85K
|
1.32K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.91K- 13.67% |
$224K - $236K
|
12.1K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
94+ 2.12% |
$11K - $11.6K
|
4.54K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
10.6KNew |
$1.24M - $1.3M
|
10.6K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.38M+ 62649.5% |
$279M - $293M
|
2.39M
$289M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.76K+ 2.49% |
$323K - $339K
|
113K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-944- 3.27% |
$111K - $116K
|
27.9K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31+ 1.19% |
$3.63K - $3.82K
|
2.64K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 7.03% |
$5.27K - $5.54K
|
685
$83K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.26K+ 8.32% |
$615K - $647K
|
68.5K
$8.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.4KNew |
$164K - $172K
|
1.4K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-20- 0.56% |
$2.34K - $2.46K
|
3.53K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 2.42% |
$351 - $369
|
121
$14.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
518+ 23.65% |
$60.7K - $63.8K
|
2.71K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-630- 20.9% |
$73.8K - $77.5K
|
2.38K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.46K- 5.29% |
$287K - $302K
|
43.9K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
22.2K+ 250.13% |
$2.6M - $2.74M
|
31.1K
$3.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-493- 90.13% |
$57.7K - $60.7K
|
54
$6.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.28K- 5.94% |
$150K - $157K
|
20.2K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77+ 0.91% |
$9.02K - $9.48K
|
8.53K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.53KNew |
$296K - $311K
|
2.53K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
54+ 0.74% |
$6.32K - $6.65K
|
7.32K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-50- 2.05% |
$5.85K - $6.15K
|
2.39K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-32- 1.26% |
$3.75K - $3.94K
|
2.51K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
15.8K+ 15.68% |
$1.85M - $1.95M
|
117K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 1.02% |
$3.75K - $3.94K
|
3.18K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21+ 0.54% |
$2.46K - $2.58K
|
3.91K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
295+ 12.35% |
$34.5K - $36.3K
|
2.68K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.74% |
$3.51K - $3.69K
|
4.08K
$495K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
681+ 46.58% |
$79.7K - $83.8K
|
2.14K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
131+ 0.86% |
$15.3K - $16.1K
|
15.4K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
120K+ 2479.57% |
$14M - $14.7M
|
124K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-450- 0.66% |
$52.7K - $55.4K
|
68.1K
$8.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-146- 6.32% |
$17.1K - $18K
|
2.17K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$117 - $123
|
10.2K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
70+ 2.18% |
$8.2K - $8.61K
|
3.28K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
101K+ 856.71% |
$11.8M - $12.4M
|
113K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.88K- 64.73% |
$572K - $601K
|
2.66K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.1K+ 14.1% |
$2.58M - $2.71M
|
178K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
11.8K+ 74.25% |
$1.38M - $1.45M
|
27.7K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-131- 1.19% |
$15.3K - $16.1K
|
10.8K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.29K- 30.72% |
$151K - $158K
|
2.9K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-47- 0.81% |
$5.5K - $5.78K
|
5.76K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-204- 2.45% |
$23.9K - $25.1K
|
8.14K
$987K
|