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 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.38K+ 78.36% |
$161K - $169K
|
3.13K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
228New |
$26.7K - $28.1K
|
228
$26.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.38K+ 8.14% |
$396K - $416K
|
44.9K
$5.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.57% |
$117 - $123
|
176
$20.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.6K- 91.82% |
$2.41M - $2.53M
|
1.83K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.19% |
$1.64K - $1.72K
|
7.57K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
10.4K+ 1.77% |
$1.21M - $1.28M
|
596K
$70.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-53- 0.09% |
$6.21K - $6.52K
|
57.5K
$6.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
27+ 0.07% |
$3.16K - $3.32K
|
36.8K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
764+ 4.6% |
$89.5K - $94K
|
17.4K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.53K- 3.22% |
$179K - $188K
|
45.8K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.1K- 4.7% |
$129K - $136K
|
22.3K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
61K+ 81.57% |
$7.15M - $7.51M
|
136K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65K+ 6.33% |
$310K - $326K
|
44.5K
$5.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 0.16% |
$937 - $985
|
4.88K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16.7KNew |
$1.96M - $2.06M
|
16.7K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.56K+ 12.47% |
$651K - $684K
|
50.1K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.38K+ 66.02% |
$278K - $293K
|
5.98K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
352New |
$41.2K - $43.3K
|
352
$41.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
51.7K+ 4.42% |
$6.05M - $6.36M
|
1.22M
$144M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
56+ 0.55% |
$6.56K - $6.89K
|
10.2K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-152- 5.64% |
$17.8K - $18.7K
|
2.54K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.18KNew |
$373K - $392K
|
3.18K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-65- 2.38% |
$7.61K - $8K
|
2.67K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.16K- 37.1% |
$1.07M - $1.13M
|
15.5K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.54K+ 6.77% |
$180K - $189K
|
24.2K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.74K- 65.83% |
$907K - $953K
|
4.02K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-305- 2.09% |
$35.7K - $37.5K
|
14.3K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
564+ 0.45% |
$66K - $69.4K
|
125K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.29K+ 9.57% |
$268K - $282K
|
26.3K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
630New |
$73.8K - $77.5K
|
630
$74.1K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10+ 0.1% |
$1.17K - $1.23K
|
9.91K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.7K- 8.44% |
$1.72M - $1.81M
|
159K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
454KNew |
$53.2M - $55.9M
|
454K
$53.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.55K+ 3.39% |
$299K - $314K
|
77.8K
$9.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.74% |
$468 - $492
|
547
$64.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-117- 7.78% |
$13.7K - $14.4K
|
1.39K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 1.85% |
$199K - $209K
|
90.3K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.52K- 10.67% |
$295K - $310K
|
21.1K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 2.1% |
$1.17K - $1.23K
|
487
$57.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
19+ 0.31% |
$2.22K - $2.34K
|
6.19K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-20.4K- 4.26% |
$2.39M - $2.51M
|
458K
$53.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.19% |
$585 - $615
|
2.65K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.12K- 25.17% |
$131K - $137K
|
3.32K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
223+ 3.22% |
$26.1K - $27.4K
|
7.15K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
53+ 0.09% |
$6.21K - $6.52K
|
62.1K
$7.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.1KNew |
$1.54M - $1.62M
|
13.1K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
145+ 0.99% |
$17K - $17.8K
|
14.9K
$1.75M
|