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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
10.7K+ 5.11% |
$1.25M - $1.31M
|
219K
$30.5M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
6.67K+ 13.07% |
$781K - $821K
|
57.7K
$8.03M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248New |
$29K - $30.5K
|
248
$34.5K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
441New |
$51.6K - $54.3K
|
441
$61.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15New |
$1.76K - $1.85K
|
15
$2.09K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-89- 2.48% |
$10.4K - $11K
|
3.5K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
101KNew |
$11.8M - $12.4M
|
101K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
864New |
$101K - $106K
|
864
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
13+ 0.77% |
$1.52K - $1.6K
|
1.71K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.69K- 2.91% |
$315K - $331K
|
89.8K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
7.71KNew |
$903K - $949K
|
7.71K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-242- 6.4% |
$28.3K - $29.8K
|
3.54K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
9.22KNew |
$1.08M - $1.13M
|
9.22K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
44New |
$5.15K - $5.42K
|
44
$6.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
800+ 12.17% |
$93.7K - $98.5K
|
7.37K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-43- 1.17% |
$5.03K - $5.29K
|
3.64K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.1K+ 652.5% |
$1.53M - $1.61M
|
15.1K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.71KNew |
$200K - $211K
|
1.71K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-95- 76.0% |
$11.1K - $11.7K
|
30
$4.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
802+ 27.82% |
$93.9K - $98.7K
|
3.69K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$7.73K - $8.12K
|
66
$9.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
119New |
$13.9K - $14.6K
|
119
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-238- 17.3% |
$27.9K - $29.3K
|
1.14K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
1.59KNew |
$186K - $195K
|
1.59K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.62K- 50.55% |
$307K - $322K
|
2.56K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.81KNew |
$212K - $222K
|
1.81K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-41.9K- 14.14% |
$4.9M - $5.15M
|
254K
$35.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-56.8K- 90.44% |
$6.65M - $6.99M
|
6K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.41K- 36.91% |
$165K - $173K
|
2.4K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-18.1K- 15.99% |
$2.12M - $2.23M
|
95.2K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
38.1KNew |
$4.47M - $4.69M
|
38.1K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 537.5% |
$126K - $132K
|
1.28K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.77K+ 25.65% |
$207K - $217K
|
8.65K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
2.45KNew |
$287K - $301K
|
2.45K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
22.6KNew |
$2.65M - $2.78M
|
22.6K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16New |
$1.87K - $1.97K
|
16
$2.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.26KNew |
$1.08M - $1.14M
|
9.26K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
296+ 0.74% |
$34.7K - $36.4K
|
40.2K
$5.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.37KNew |
$1.1M - $1.15M
|
9.37K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.48KNew |
$291K - $305K
|
2.48K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
42.1KNew |
$4.93M - $5.18M
|
42.1K
$5.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-53- 2.42% |
$6.21K - $6.52K
|
2.14K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-8.57K- 31.87% |
$1M - $1.05M
|
18.3K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$2.75M - $2.89M
|
23.5K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-20- 0.56% |
$2.34K - $2.46K
|
3.53K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-493- 90.13% |
$57.7K - $60.7K
|
54
$7.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-32- 1.26% |
$3.75K - $3.94K
|
2.51K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
681+ 46.58% |
$79.7K - $83.8K
|
2.14K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
131+ 0.86% |
$15.3K - $16.1K
|
15.4K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-146- 6.32% |
$17.1K - $18K
|
2.17K
$301K
|
|