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 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.31K+ 4.94% |
$249K - $278K
|
49.1K
$5.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-118- 3.16% |
$12.7K - $14.2K
|
3.62K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-270- 0.83% |
$29.1K - $32.4K
|
32.4K
$3.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 11.16% |
$1.18M - $1.31M
|
109K
$13.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
417+ 12.32% |
$44.9K - $50K
|
3.8K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-149- 2.96% |
$16.1K - $17.9K
|
4.89K
$591K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.74KNew |
$511K - $569K
|
4.74K
$573K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.1% |
$2.69K - $3K
|
26K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 465.0% |
$170K - $190K
|
1.92K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1+ 0.55% |
$108 - $120
|
183
$22.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 328.59% |
$2.41M - $2.68M
|
29.2K
$3.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$7.43K - $8.28K
|
69
$8.34K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.77KNew |
$191K - $212K
|
1.77K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-352- 46.81% |
$37.9K - $42.2K
|
400
$48.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.41K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
281New |
$30.3K - $33.7K
|
281
$34K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.68KNew |
$1.04M - $1.16M
|
9.68K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
66+ 0.37% |
$7.11K - $7.92K
|
17.8K
$2.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
301+ 2.11% |
$32.4K - $36.1K
|
14.6K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
93+ 1.14% |
$10K - $11.2K
|
8.23K
$995K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
252New |
$27.1K - $30.2K
|
252
$30.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$3.45K - $3.84K
|
29K
$3.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.54KNew |
$273K - $304K
|
2.54K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38K+ 32.57% |
$148K - $165K
|
5.6K
$677K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 26.12% |
$308K - $343K
|
8.1K
$979K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-306- 6.4% |
$33K - $36.7K
|
4.47K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-462- 1.08% |
$49.8K - $55.4K
|
42.4K
$5.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-12.5K- 48.3% |
$1.34M - $1.5M
|
13.4K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 1.58% |
$14.3K - $16K
|
8.57K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-53K- 9.85% |
$5.71M - $6.36M
|
485K
$58.6M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1+ 4.35% |
$108 - $120
|
24
$2.9K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
754+ 5.99% |
$81.2K - $90.4K
|
13.3K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-300- 8.54% |
$32.3K - $36K
|
3.21K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
83+ 2.7% |
$8.94K - $9.96K
|
3.15K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.37KNew |
$255K - $284K
|
2.37K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
676+ 25.7% |
$72.8K - $81.1K
|
3.31K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$269K - $299K
|
2.49K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-78- 1.12% |
$8.4K - $9.36K
|
6.89K
$833K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.03% |
$539 - $600
|
15.3K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.36K+ 23.61% |
$254K - $283K
|
12.3K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.21KNew |
$776K - $864K
|
7.21K
$871K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.14% |
$10.8K - $12K
|
4.78K
$577K
|
|
|
Oct 23, 2024
Q3 2024
|
Wind River Trust CO
|
BUY
|
- |
3.72K+ 0.5% |
$401K - $446K
|
746K
$90.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 0.37% |
$1.62K - $1.8K
|
4.06K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-73- 5.62% |
$7.86K - $8.76K
|
1.23K
$148K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 40.79% |
$3.7M - $4.12M
|
118K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23+ 0.92% |
$2.48K - $2.76K
|
2.53K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9+ 0.82% |
$969 - $1.08K
|
1.1K
$133K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.36K
$164K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.09K+ 32.01% |
$117K - $131K
|
4.49K
$543K
|