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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
501KNew |
$58.7M - $61.7M
|
501K
$69.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8+ 0.32% |
$937 - $985
|
2.5K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$21.1K - $22.2K
|
180
$25.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.81KNew |
$212K - $223K
|
1.81K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70New |
$8.2K - $8.61K
|
70
$9.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.56K- 16.71% |
$1M - $1.05M
|
42.7K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$3.28K - $3.45K
|
28
$3.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.08KNew |
$127K - $133K
|
1.08K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 33.33% |
$11.7K - $12.3K
|
200
$27.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.64% |
$7.26K - $7.63K
|
9.62K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.76% |
$7.38K - $7.75K
|
8.33K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-172- 1.66% |
$20.1K - $21.2K
|
10.2K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
414New |
$48.5K - $51K
|
414
$57.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
16.4KNew |
$1.92M - $2.02M
|
16.4K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
740+ 12.56% |
$86.6K - $91.1K
|
6.63K
$924K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.57% |
$117 - $123
|
176
$24.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.74K- 65.83% |
$907K - $953K
|
4.02K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
630New |
$73.8K - $77.5K
|
630
$87.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.1KNew |
$1.54M - $1.62M
|
13.1K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
359New |
$42K - $44.2K
|
359
$50K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.9KNew |
$223K - $234K
|
1.9K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.1KNew |
$1.19M - $1.25M
|
10.1K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.8KNew |
$210K - $221K
|
1.8K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22+ 0.72% |
$2.58K - $2.71K
|
3.06K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 17.48% |
$2.93K - $3.08K
|
118
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.46K- 23.39% |
$288K - $302K
|
8.04K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$10.8K - $11.3K
|
92
$12.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31K- 42.78% |
$153K - $161K
|
1.75K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-790- 24.65% |
$92.5K - $97.2K
|
2.42K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.02% |
$117 - $123
|
5.66K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.74% |
$117 - $123
|
136
$18.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$706K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$72.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 3.85% |
$11.7K - $12.3K
|
2.5K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29KNew |
$151K - $159K
|
1.29K
$180K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$698K
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-6.1K- 1.18% |
$714K - $751K
|
513K
$71.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-145- 3.02% |
$17K - $17.8K
|
4.65K
$648K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-492- 41.34% |
$53K - $59K
|
698
$97.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
828+ 26.14% |
$89.2K - $99.3K
|
4K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$187K - $208K
|
1.74K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86- 53.09% |
$9.26K - $10.3K
|
76
$10.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.1KNew |
$226K - $252K
|
2.1K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 30.55% |
$168K - $187K
|
3.55K
$494K
|
|