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 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.29K- 30.72% |
$151K - $158K
|
2.9K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-47- 0.81% |
$5.5K - $5.78K
|
5.76K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-204- 2.45% |
$23.9K - $25.1K
|
8.14K
$942K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
501KNew |
$58.7M - $61.7M
|
501K
$58.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8+ 0.32% |
$937 - $985
|
2.5K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-479- 1.18% |
$56.1K - $59K
|
40.2K
$4.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$117 - $123
|
4.49K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
66.4K+ 15.38% |
$7.77M - $8.17M
|
498K
$57.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$21.1K - $22.2K
|
180
$20.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 3.14% |
$8.9K - $9.35K
|
2.49K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.8KNew |
$210K - $221K
|
1.8K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.72K- 23.87% |
$201K - $212K
|
5.49K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.41K- 3.94% |
$634K - $666K
|
132K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.73K+ 1.84% |
$554K - $582K
|
262K
$30.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.81KNew |
$212K - $223K
|
1.81K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13+ 0.7% |
$1.52K - $1.6K
|
1.88K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.6K+ 17.81% |
$188K - $197K
|
10.6K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.06% |
$468 - $492
|
6.31K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-58- 0.56% |
$6.79K - $7.14K
|
10.2K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70New |
$8.2K - $8.61K
|
70
$8.11K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-168- 4.65% |
$19.7K - $20.7K
|
3.45K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 4.05% |
$201K - $211K
|
40.7K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15K- 7.11% |
$1.76M - $1.85M
|
197K
$22.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
46+ 16.37% |
$5.39K - $5.66K
|
327
$37.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
27.5K+ 9.33% |
$3.22M - $3.39M
|
323K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-592- 2.28% |
$69.3K - $72.9K
|
25.4K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
30+ 0.74% |
$3.51K - $3.69K
|
4.09K
$473K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.56K- 16.71% |
$1M - $1.05M
|
42.7K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.1K+ 7.58% |
$129K - $136K
|
15.6K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-882K- 36.62% |
$103M - $109M
|
1.53M
$177M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.9K+ 31.03% |
$1.63M - $1.72M
|
58.9K
$6.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
434+ 23.73% |
$50.8K - $53.4K
|
2.26K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7- 0.04% |
$820 - $861
|
15.9K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
135+ 0.32% |
$15.8K - $16.6K
|
42K
$4.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
974KNew |
$114M - $120M
|
974K
$113M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$3.28K - $3.45K
|
28
$3.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.08KNew |
$127K - $133K
|
1.08K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-8.87K- 23.14% |
$1.04M - $1.09M
|
29.5K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
294+ 12.51% |
$34.4K - $36.2K
|
2.65K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 30.92% |
$381K - $400K
|
7.27K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 11.17% |
$1.55M - $1.63M
|
132K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.48K- 7.5% |
$408K - $429K
|
42.9K
$4.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.09% |
$585 - $615
|
5.85K
$678K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-203- 1.41% |
$23.8K - $25K
|
14.2K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
402+ 7.08% |
$47.1K - $49.5K
|
6.08K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.84% |
$34.9K - $36.7K
|
10.2K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87+ 3.12% |
$10.2K - $10.7K
|
2.88K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
83+ 2766.67% |
$9.72K - $10.2K
|
86
$9.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.04K- 5.72% |
$707K - $743K
|
99.6K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 10.44% |
$459K - $482K
|
41.5K
$4.8M
|