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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-301- 3.82% |
$31.6K - $34.2K
|
7.58K
$916K
|
|
Jul 15, 2024
Q2 2024
|
University Of Chicago
Chicago, IL |
BUY
|
- |
275K+ 451.59% |
$28.8M - $31.2M
|
335K
$40.6M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-57- 0.18% |
$5.98K - $6.47K
|
30.9K
$3.73M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-45- 1.74% |
$4.72K - $5.11K
|
2.55K
$308K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 26.11% |
$5.56K - $6.02K
|
150
$18.1K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
246New |
$25.8K - $27.9K
|
246
$29.7K
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
986+ 37.15% |
$103K - $112K
|
3.64K
$440K
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.25K+ 220.5% |
$341K - $369K
|
4.72K
$571K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$210 - $227
|
2
$242
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.6K+ 4.02% |
$2.05M - $2.22M
|
506K
$61.2M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
118New |
$12.4K - $13.4K
|
118
$14.3K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.64% |
$26.2K - $28.4K
|
4.18K
$505K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
160New |
$16.8K - $18.2K
|
160
$19.3K
|
|
Q1 2024 | |||||||
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$19.6K - $21.5K
|
195
$23.6K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99KNew |
$200K - $220K
|
1.99K
$240K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.23% |
$906 - $995
|
3.86K
$467K
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$187K - $205K
|
1.86K
$225K
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100New |
$10.1K - $11.1K
|
100
$12.1K
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-50- 0.79% |
$5.03K - $5.53K
|
6.3K
$761K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.14KNew |
$417K - $458K
|
4.14K
$501K
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-37- 1.43% |
$3.73K - $4.09K
|
2.55K
$308K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.65KNew |
$770K - $845K
|
7.65K
$925K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
183+ 126.21% |
$18.4K - $20.2K
|
328
$39.7K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$376K - $413K
|
3.74K
$452K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
22+ 37.29% |
$2.21K - $2.43K
|
81
$9.79K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-650- 15.66% |
$65.4K - $71.8K
|
3.5K
$423K
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
3.89K+ 22.65% |
$391K - $429K
|
21K
$2.54M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.55K- 50.0% |
$358K - $393K
|
3.55K
$430K
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.74% |
$137K - $150K
|
12.9K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.67% |
$2.32K - $2.54K
|
3.43K
$415K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
51.6KNew |
$5.2M - $5.7M
|
51.6K
$6.24M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.3K- 2.13% |
$432K - $475K
|
197K
$23.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.8K+ 890.52% |
$6.83M - $7.5M
|
75.4K
$9.12M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1New |
$101 - $111
|
1
$121
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$403 - $442
|
4
$484
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.09KNew |
$713K - $783K
|
7.09K
$857K
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
99.1KNew |
$9.98M - $11M
|
99.1K
$12M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.68K- 28.0% |
$471K - $517K
|
12K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 4.82% |
$23.5K - $25.7K
|
5.06K
$612K
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-8.53K- 1.96% |
$859K - $943K
|
427K
$51.7M
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-50K- 50.0% |
$5.03M - $5.53M
|
50K
$6.05M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 2.79% |
$20.1K - $22.1K
|
6.98K
$844K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$1.93K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.83KNew |
$184K - $202K
|
1.83K
$221K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350- 4.24% |
$35.2K - $38.7K
|
7.91K
$956K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.51KNew |
$354K - $388K
|
3.51K
$425K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.51K+ 42.08% |
$152K - $167K
|
5.11K
$618K
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
464New |
$46.7K - $51.3K
|
464
$56.1K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.78KNew |
$179K - $197K
|
1.78K
$215K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
810+ 11.22% |
$81.6K - $89.5K
|
8.03K
$971K
|