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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
186+ 6.9% |
$18.7K - $20.6K
|
2.88K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
534+ 3.25% |
$53.8K - $59K
|
17K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-218- 15.09% |
$21.9K - $24.1K
|
1.23K
$148K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-65- 17.06% |
$6.54K - $7.18K
|
316
$38.2K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-32- 1.13% |
$3.22K - $3.54K
|
2.79K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2+ 1.48% |
$201 - $221
|
137
$16.6K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.59KNew |
$462K - $507K
|
4.59K
$555K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.05KNew |
$206K - $227K
|
2.05K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
184+ 3.96% |
$18.5K - $20.3K
|
4.83K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.5KNew |
$1.46M - $1.61M
|
14.5K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 15.47% |
$118K - $129K
|
6.4K
$773K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.81K - $1.99K
|
18
$2.18K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
113New |
$11.4K - $12.5K
|
113
$13.7K
|
|
|
May 02, 2024
Q1 2024
|
Rainwater Charitable Foundation
|
BUY
|
- |
220KNew |
$22.2M - $24.4M
|
220K
$26.7M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.81KNew |
$484K - $532K
|
4.81K
$582K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.37KNew |
$138K - $151K
|
1.37K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.13KNew |
$215K - $235K
|
2.13K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $111
|
2.26K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.49% |
$101 - $111
|
68
$8.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.69KNew |
$472K - $518K
|
4.69K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-126- 50.0% |
$12.7K - $13.9K
|
126
$15.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181New |
$18.2K - $20K
|
181
$21.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-587- 3.3% |
$59.1K - $64.9K
|
17.2K
$2.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
277New |
$27.9K - $30.6K
|
277
$33.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$634K - $696K
|
6.3K
$762K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.01KNew |
$102K - $112K
|
1.01K
$123K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.82KNew |
$183K - $201K
|
1.82K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 94.55% |
$29.7K - $32.6K
|
17
$2.06K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.1K- 53.68% |
$513K - $564K
|
4.4K
$532K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
695New |
$70K - $76.8K
|
695
$84K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
207+ 4.93% |
$20.8K - $22.9K
|
4.41K
$533K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
407+ 20.88% |
$41K - $45K
|
2.36K
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
147+ 10.75% |
$14.8K - $16.2K
|
1.51K
$183K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
201+ 5.02% |
$20.2K - $22.2K
|
4.21K
$509K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.23K+ 54.95% |
$124K - $136K
|
3.46K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
38.6KNew |
$3.88M - $4.26M
|
38.6K
$4.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 2.53% |
$201 - $221
|
81
$9.79K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
218+ 9.52% |
$21.9K - $24.1K
|
2.51K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.03K- 23.48% |
$103K - $113K
|
3.34K
$404K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$2.52K - $2.76K
|
25
$3.02K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
777+ 9.32% |
$69.1K - $80.1K
|
9.12K
$1.1M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.79K+ 6.43% |
$159K - $184K
|
29.6K
$3.58M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
206New |
$18.3K - $21.2K
|
206
$24.9K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.6KNew |
$676K - $784K
|
7.6K
$919K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$4.59K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1New |
$89 - $103
|
1
$121
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-81.7K- 41.89% |
$7.27M - $8.42M
|
113K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
101KNew |
$8.99M - $10.4M
|
101K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-130- 3.67% |
$11.6K - $13.4K
|
3.41K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.14KNew |
$190K - $220K
|
2.14K
$258K
|
|