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 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 20.12% |
$533K - $593K
|
29.5K
$3.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-25- 1.24% |
$2.69K - $3K
|
1.99K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18+ 0.9% |
$1.94K - $2.16K
|
2.03K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
438+ 3.21% |
$47.2K - $52.5K
|
14.1K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
577+ 5.28% |
$62.2K - $69.2K
|
11.5K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
285+ 14.17% |
$30.7K - $34.2K
|
2.3K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8- 0.18% |
$862 - $960
|
4.43K
$540K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
386New |
$41.6K - $46.3K
|
386
$47K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20+ 0.69% |
$2.15K - $2.4K
|
2.93K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32+ 25.6% |
$3.45K - $3.84K
|
157
$19.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22- 1.07% |
$2.37K - $2.64K
|
2.04K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-26- 0.66% |
$2.8K - $3.12K
|
3.9K
$475K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$539 - $600
|
5
$609
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.31K+ 4.94% |
$249K - $278K
|
49.1K
$5.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-270- 0.83% |
$29.1K - $32.4K
|
32.4K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 11.16% |
$1.18M - $1.31M
|
109K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.74KNew |
$511K - $569K
|
4.74K
$578K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 465.0% |
$170K - $190K
|
1.92K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1+ 0.55% |
$108 - $120
|
183
$22.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 328.59% |
$2.41M - $2.68M
|
29.2K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$7.43K - $8.28K
|
69
$8.41K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.77KNew |
$191K - $212K
|
1.77K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-352- 46.81% |
$37.9K - $42.2K
|
400
$48.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.41K
$172K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
66+ 0.37% |
$7.11K - $7.92K
|
17.8K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
93+ 1.14% |
$10K - $11.2K
|
8.23K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
252New |
$27.1K - $30.2K
|
252
$30.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.54KNew |
$273K - $304K
|
2.54K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38K+ 32.57% |
$148K - $165K
|
5.6K
$683K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 26.12% |
$308K - $343K
|
8.1K
$987K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-306- 6.4% |
$33K - $36.7K
|
4.47K
$545K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-12.5K- 48.3% |
$1.34M - $1.5M
|
13.4K
$1.63M
|
|
|
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
$59.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.37KNew |
$255K - $284K
|
2.37K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
676+ 25.7% |
$72.8K - $81.1K
|
3.31K
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-78- 1.12% |
$8.4K - $9.36K
|
6.89K
$839K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.36K+ 23.61% |
$254K - $283K
|
12.3K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.14% |
$10.8K - $12K
|
4.78K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Wind River Trust CO
|
BUY
|
- |
3.72K+ 0.5% |
$401K - $446K
|
746K
$90.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-73- 5.62% |
$7.86K - $8.76K
|
1.23K
$149K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23+ 0.92% |
$2.48K - $2.76K
|
2.53K
$308K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9+ 0.82% |
$969 - $1.08K
|
1.1K
$135K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.36K
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
619K+ 45265.28% |
$66.7M - $74.3M
|
621K
$75.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.96KNew |
$319K - $355K
|
2.96K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54+ 8.17% |
$5.82K - $6.48K
|
715
$87.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.4K- 13.42% |
$367K - $408K
|
22K
$2.68M
|