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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.6KClosed |
$365K - $387K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.47KClosed |
$453K - $481K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
400New |
$40.6K - $43.1K
|
400
$48.4K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 6.25% |
$102 - $108
|
17
$2.06K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-85Closed |
$8.63K - $9.15K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.5KNew |
$148K - $157K
|
1.5K
$181K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.36KNew |
$725K - $769K
|
7.36K
$890K
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-3.67KClosed |
$361K - $383K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-345KClosed |
$34M - $36M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-80Closed |
$7.89K - $8.36K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.01KNew |
$198K - $210K
|
2.01K
$243K
|
|
|
Aug 12, 2021
Q2 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-2.18KClosed |
$215K - $228K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.36KClosed |
$233K - $247K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-80Closed |
$7.89K - $8.36K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Value Partners Investments Inc.
|
SELL
|
- |
-2.23KClosed |
$219K - $233K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
14.3KNew |
$1.41M - $1.5M
|
14.3K
$1.73M
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-10Closed |
$986 - $1.05K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-104Closed |
$10.3K - $10.9K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-188- 6.68% |
$18.5K - $19.6K
|
2.63K
$318K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.05K+ 174.83% |
$96.6K - $104K
|
1.65K
$199K
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.91KClosed |
$268K - $287K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-15.7KClosed |
$1.45M - $1.55M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-71.5KClosed |
$6.58M - $7.06M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-45- 91.84% |
$4.14K - $4.44K
|
4
$484
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-248Closed |
$22.8K - $24.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4Closed |
$368 - $395
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-100KClosed |
$9.21M - $9.87M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.29KClosed |
$119K - $127K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-2.66KClosed |
$245K - $263K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-2.25KClosed |
$207K - $222K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-114Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.5KNew |
$230K - $247K
|
2.5K
$302K
|
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-97Closed |
$8.93K - $9.57K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.25KClosed |
$207K - $222K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$31.6K - $37K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.9KClosed |
$1.1M - $1.28M
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$790K - $926K
|
10K
$1.21M
|
|
|
Feb 19, 2021
Q4 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.83KClosed |
$145K - $170K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
2.85KNew |
$225K - $264K
|
2.85K
$345K
|
|
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17Closed |
$1.34K - $1.57K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12Closed |
$948 - $1.11K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-439Closed |
$34.7K - $40.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-164KClosed |
$12.9M - $15.2M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2Closed |
$158 - $185
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.49KClosed |
$434K - $508K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-30Closed |
$2.37K - $2.78K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
375New |
$29.6K - $34.7K
|
375
$45.3K
|
|
|
Feb 02, 2021
Q4 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.64KClosed |
$366K - $429K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
370New |
$29.2K - $34.3K
|
370
$44.7K
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-144Closed |
$11.4K - $13.3K
|
0
$0
|
|