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, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-252- 3.18% |
$29K - $31.2K
|
7.66K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.48K- 77.01% |
$746K - $804K
|
1.94K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.58K- 72.79% |
$757K - $815K
|
2.46K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-453- 4.84% |
$52.1K - $56.2K
|
8.91K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
57.8KNew |
$6.65M - $7.17M
|
57.8K
$8.05M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-76- 3.05% |
$8.75K - $9.42K
|
2.42K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-78- 0.23% |
$8.98K - $9.67K
|
33.2K
$4.62M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 1.98% |
$5.75K - $6.2K
|
2.48K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.7K+ 58.02% |
$771K - $831K
|
18.2K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-39- 9.35% |
$4.49K - $4.83K
|
378
$52.6K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.57K+ 122.03% |
$525K - $566K
|
8.31K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-121- 4.62% |
$13.9K - $15K
|
2.5K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
310+ 5.41% |
$35.7K - $38.4K
|
6.04K
$842K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
88+ 5.03% |
$10.1K - $10.9K
|
1.84K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
8.8KNew |
$1.01M - $1.09M
|
8.8K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 0.73% |
$5.29K - $5.7K
|
6.34K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$5.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.78% |
$921 - $992
|
1.04K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-50- 0.5% |
$5.75K - $6.2K
|
9.86K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-252- 37.39% |
$29K - $31.2K
|
422
$58.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.77KNew |
$204K - $219K
|
1.77K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
723New |
$83.2K - $89.6K
|
723
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
572+ 7.9% |
$65.8K - $70.9K
|
7.82K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2K- 31.68% |
$230K - $248K
|
4.31K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.8% |
$11.5K - $12.4K
|
3.47K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.51KNew |
$289K - $311K
|
2.51K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.6KNew |
$414K - $446K
|
3.6K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-169- 42.25% |
$19.4K - $21K
|
231
$32.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
89.5KNew |
$10.3M - $11.1M
|
89.5K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 2.11% |
$1.5K - $1.61K
|
630
$87.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-106- 84.13% |
$12.2K - $13.1K
|
20
$2.78K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 0.58% |
$690 - $744
|
1.04K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47- 38.84% |
$5.41K - $5.83K
|
74
$10.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
236New |
$27.2K - $29.3K
|
236
$32.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.96KNew |
$226K - $243K
|
1.96K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $124
|
1.39K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.49% |
$230 - $248
|
413
$57.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$5.29K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1K- 31.3% |
$115K - $124K
|
2.2K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.7KNew |
$4.22M - $4.55M
|
36.7K
$5.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
2.23KNew |
$257K - $276K
|
2.23K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.0% |
$115 - $124
|
21.1K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
75+ 2.56% |
$8.63K - $9.3K
|
3.01K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
189New |
$21.8K - $23.4K
|
189
$26.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.55KNew |
$293K - $316K
|
2.55K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$386K - $416K
|
3.36K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
155New |
$17.8K - $19.2K
|
155
$21.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.35KNew |
$385K - $415K
|
3.35K
$466K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
260New |
$29.9K - $32.2K
|
260
$36.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.88KNew |
$216K - $233K
|
1.88K
$261K
|
|