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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
311+ 6.24% |
$39.9K - $42.9K
|
5.29K
$737K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.12% |
$385 - $414
|
2.5K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
971+ 2.15% |
$125K - $134K
|
46.2K
$6.43M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
816New |
$105K - $113K
|
816
$114K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
405New |
$52K - $55.9K
|
405
$56.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.16% |
$257 - $276
|
1.28K
$178K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.6KNew |
$462K - $496K
|
3.6K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-191- 3.49% |
$24.5K - $26.4K
|
5.28K
$735K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 2.44% |
$12.8K - $13.8K
|
4K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9K+ 26.62% |
$1.78M - $1.91M
|
66K
$9.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
391+ 5.43% |
$50.2K - $54K
|
7.59K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-72- 2.14% |
$9.25K - $9.94K
|
3.29K
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.52KNew |
$196K - $210K
|
1.52K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
545+ 8.17% |
$70K - $75.2K
|
7.22K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-38- 7.17% |
$4.88K - $5.25K
|
492
$68.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.59KNew |
$204K - $220K
|
1.59K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
830+ 10.34% |
$107K - $115K
|
8.86K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
5.38K+ 11.46% |
$691K - $743K
|
52.3K
$7.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-115- 2.71% |
$14.8K - $15.9K
|
4.13K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
10+ 0.27% |
$1.28K - $1.38K
|
3.73K
$520K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
271+ 4.92% |
$34.8K - $37.4K
|
5.78K
$805K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
31+ 0.79% |
$3.98K - $4.28K
|
3.95K
$551K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
625+ 13.93% |
$80.3K - $86.3K
|
5.11K
$712K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
62+ 1.6% |
$7.96K - $8.56K
|
3.93K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
Bernzott Capital Advisors
|
BUY
|
- |
6.78K+ 27.54% |
$870K - $935K
|
31.4K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.18% |
$642 - $690
|
2.83K
$395K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.96K- 27.77% |
$381K - $409K
|
7.71K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
7+ 0.37% |
$899 - $966
|
1.88K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.62KNew |
$337K - $362K
|
2.62K
$365K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.21% |
$1.16K - $1.24K
|
4.29K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.38K+ 5.91% |
$177K - $191K
|
24.8K
$3.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
23+ 0.09% |
$2.95K - $3.17K
|
25.3K
$3.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
77+ 13.01% |
$9.89K - $10.6K
|
669
$93.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-147- 31.96% |
$18.9K - $20.3K
|
313
$43.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
390+ 1.49% |
$50.1K - $53.8K
|
26.6K
$3.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
562+ 19.16% |
$72.2K - $77.6K
|
3.5K
$487K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
9.86K+ 528.81% |
$1.27M - $1.36M
|
11.7K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 4.76% |
$12.8K - $13.8K
|
2K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.34% |
$1.8K - $1.93K
|
4.13K
$575K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
320+ 6.31% |
$41.1K - $44.2K
|
5.39K
$750K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-114- 2.9% |
$14.6K - $15.7K
|
3.82K
$532K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-189- 7.42% |
$24.3K - $26.1K
|
2.36K
$328K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
43+ 2.17% |
$5.52K - $5.94K
|
2.02K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
23.7K+ 140.61% |
$3.05M - $3.28M
|
40.6K
$5.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
79+ 5.64% |
$10.1K - $10.9K
|
1.48K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 0.84% |
$3.85K - $4.14K
|
3.6K
$502K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 13.57% |
$155K - $167K
|
10.1K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-249- 1.76% |
$32K - $34.4K
|
13.9K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
954+ 53.3% |
$123K - $132K
|
2.74K
$382K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-241- 9.19% |
$30.9K - $33.3K
|
2.38K
$332K
|
|