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 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$128 - $138
|
1.75K
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
182+ 4.11% |
$23.4K - $25.1K
|
4.61K
$642K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.82KNew |
$233K - $251K
|
1.82K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-43- 2.0% |
$5.52K - $5.94K
|
2.1K
$293K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-159K- 1.01% |
$20.4M - $21.9M
|
15.5M
$2.16B
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.42K+ 15.48% |
$183K - $197K
|
10.6K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
15K+ 343.17% |
$1.93M - $2.07M
|
19.4K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.8K- 40.13% |
$488K - $524K
|
5.67K
$789K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.86% |
$128 - $138
|
117
$16.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.27K+ 99.34% |
$291K - $313K
|
4.55K
$633K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-9- 0.51% |
$1.16K - $1.24K
|
1.76K
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.17K- 5.26% |
$151K - $162K
|
21.1K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.3K- 3.71% |
$1.58M - $1.7M
|
319K
$44.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.37K- 0.67% |
$175K - $189K
|
201K
$28M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-1.66K- 15.49% |
$213K - $229K
|
9.07K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-451- 1.6% |
$57.9K - $62.3K
|
27.7K
$3.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 27.03% |
$1.28K - $1.38K
|
47
$6.54K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
707KNew |
$90.8M - $97.6M
|
707K
$98.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
166+ 9.41% |
$21.3K - $22.9K
|
1.93K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
204+ 1457.14% |
$26.2K - $28.2K
|
218
$30.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.94K+ 19.95% |
$378K - $406K
|
17.7K
$2.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
75+ 0.11% |
$9.63K - $10.4K
|
70.3K
$9.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-705- 0.81% |
$90.5K - $97.3K
|
86.5K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-1.84K- 25.58% |
$237K - $254K
|
5.36K
$747K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
29New |
$3.72K - $4K
|
29
$4.04K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.89KNew |
$499K - $537K
|
3.89K
$542K
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.01% |
$128 - $138
|
10.3K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.11KNew |
$142K - $153K
|
1.11K
$154K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
746K+ 55.71% |
$95.7M - $103M
|
2.08M
$290M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.52K+ 75.22% |
$323K - $347K
|
5.86K
$816K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-313- 4.17% |
$40.2K - $43.2K
|
7.19K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.73KNew |
$479K - $515K
|
3.73K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.2K+ 17.31% |
$411K - $441K
|
21.7K
$3.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.05% |
$128 - $138
|
2.04K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100+ 2.21% |
$12.8K - $13.8K
|
4.62K
$643K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
432+ 14.08% |
$55.5K - $59.6K
|
3.5K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-12- 0.44% |
$1.54K - $1.66K
|
2.72K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.93K- 19.67% |
$632K - $680K
|
20.1K
$2.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
499+ 8.7% |
$64.1K - $68.9K
|
6.23K
$868K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
999+ 3.12% |
$128K - $138K
|
33K
$4.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.77KNew |
$612K - $658K
|
4.77K
$663K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17New |
$2.18K - $2.35K
|
17
$2.37K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
154+ 7.39% |
$19.8K - $21.3K
|
2.24K
$312K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
325New |
$41.7K - $44.9K
|
325
$45.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8+ 0.03% |
$1.03K - $1.1K
|
25.3K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-25.6K- 5.2% |
$3.29M - $3.53M
|
467K
$65M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145New |
$18.6K - $20K
|
145
$20.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.79K+ 6.09% |
$486K - $523K
|
65.9K
$9.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.82K+ 12.38% |
$747K - $803K
|
52.8K
$7.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.14% |
$2.31K - $2.48K
|
12.8K
$1.79M
|
|