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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-581- 5.15% |
$59.9K - $74.7K
|
10.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$2.22M - $2.77M
|
21.6K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24K+ 28.46% |
$2.48M - $3.08M
|
108K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
667+ 5.69% |
$68.8K - $85.7K
|
12.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-564- 3.87% |
$58.2K - $72.5K
|
14K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.37KNew |
$348K - $434K
|
3.37K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.84% |
$103 - $129
|
120
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-872- 49.97% |
$90K - $112K
|
873
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
26New |
$2.68K - $3.34K
|
26
$3.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
40+ 1.42% |
$4.13K - $5.14K
|
2.86K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-4- 0.07% |
$413 - $514
|
5.91K
$823K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-718- 0.61% |
$74.1K - $92.3K
|
117K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.32K+ 27.94% |
$239K - $298K
|
10.6K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.14% |
$103 - $129
|
738
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.3KNew |
$1.78M - $2.22M
|
17.3K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-81- 2.91% |
$8.36K - $10.4K
|
2.7K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Madrone Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-823K- 65.15% |
$84.9M - $106M
|
440K
$61.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
350+ 0.29% |
$36.1K - $45K
|
122K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
706+ 10.93% |
$72.8K - $90.7K
|
7.17K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.58KNew |
$162K - $202K
|
1.58K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.0% |
$103 - $129
|
21.4K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
631+ 14.06% |
$65.1K - $81.1K
|
5.12K
$713K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16- 0.76% |
$1.65K - $2.06K
|
2.09K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.26K- 7.2% |
$440K - $548K
|
54.9K
$7.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 55.1% |
$110K - $138K
|
872
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.31K+ 135.59% |
$444K - $553K
|
7.48K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
229New |
$23.6K - $29.4K
|
229
$31.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6+ 0.04% |
$619 - $771
|
14K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.28% |
$103 - $129
|
355
$49.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.29K+ 9.91% |
$855K - $1.07M
|
92K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$516 - $643
|
5
$696
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
504+ 25.98% |
$52K - $64.8K
|
2.44K
$340K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
100+ 6.63% |
$10.3K - $12.9K
|
1.61K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-47.5K- 94.77% |
$4.9M - $6.11M
|
2.63K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.74K- 99.89% |
$386K - $480K
|
4
$557
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-335- 17.02% |
$34.6K - $43.1K
|
1.63K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.86KNew |
$605K - $753K
|
5.86K
$816K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1+ 0.09% |
$103 - $129
|
1.17K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-18- 0.53% |
$1.86K - $2.31K
|
3.37K
$469K
|
|
|
Aug 06, 2025
Q2 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
13+ 0.1% |
$1.34K - $1.67K
|
12.5K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
250New |
$25.8K - $32.1K
|
250
$34.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.72KNew |
$177K - $221K
|
1.72K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
335New |
$34.6K - $43.1K
|
335
$46.6K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
94.7K+ 453.31% |
$9.77M - $12.2M
|
116K
$16.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 1.84% |
$2.79K - $3.47K
|
1.49K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
99New |
$10.2K - $12.7K
|
99
$13.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.58% |
$103 - $129
|
173
$24.1K
|
|