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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 33.33% |
$11.7K - $12.3K
|
200
$24.2K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-187- 1.4% |
$21.9K - $23K
|
13.2K
$1.59M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.78K- 51.06% |
$1.03M - $1.08M
|
8.42K
$1.02M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.64% |
$7.26K - $7.63K
|
9.62K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
8.24K+ 56.58% |
$965K - $1.01M
|
22.8K
$2.76M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.9K+ 1.59% |
$223K - $234K
|
122K
$14.7M
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-164- 3.36% |
$19.2K - $20.2K
|
4.72K
$572K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.13% |
$117 - $123
|
791
$95.9K
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.6K- 18.56% |
$1.48M - $1.55M
|
55.4K
$6.72M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
210+ 2.81% |
$24.6K - $25.8K
|
7.68K
$931K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-207- 1.83% |
$24.2K - $25.5K
|
11.1K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.37K+ 60.31% |
$629K - $661K
|
14.3K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.7KNew |
$1.61M - $1.69M
|
13.7K
$1.67M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.76% |
$7.38K - $7.75K
|
8.33K
$1.01M
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
123+ 0.7% |
$14.4K - $15.1K
|
17.7K
$2.15M
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-172- 1.66% |
$20.1K - $21.2K
|
10.2K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.02KNew |
$470K - $494K
|
4.02K
$487K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 1.33% |
$1.05K - $1.11K
|
685
$83K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.74% |
$468 - $492
|
541
$65.6K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
327+ 0.42% |
$38.3K - $40.2K
|
78.4K
$9.5M
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.05% |
$234 - $246
|
3.76K
$456K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
503+ 4.73% |
$58.9K - $61.9K
|
11.1K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 60.03% |
$155K - $163K
|
3.54K
$429K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-211- 8.33% |
$24.7K - $26K
|
2.32K
$282K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
613KNew |
$71.7M - $75.4M
|
613K
$74.3M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.24KNew |
$848K - $891K
|
7.24K
$878K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.85K+ 2.8% |
$334K - $351K
|
105K
$12.7M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$117 - $123
|
12.8K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.63K- 5.3% |
$191K - $201K
|
29.2K
$3.53M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
33+ 5.96% |
$3.86K - $4.06K
|
587
$71.2K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
414New |
$48.5K - $51K
|
414
$50.2K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
20+ 0.47% |
$2.34K - $2.46K
|
4.29K
$520K
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-801- 9.01% |
$93.8K - $98.6K
|
8.09K
$980K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
16.4KNew |
$1.92M - $2.02M
|
16.4K
$1.99M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-113- 9.24% |
$13.2K - $13.9K
|
1.11K
$135K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
103KNew |
$12.1M - $12.7M
|
103K
$12.5M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-807- 2.43% |
$94.5K - $99.3K
|
32.5K
$3.94M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.75K+ 67.4% |
$205K - $215K
|
4.34K
$526K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.25KNew |
$263K - $276K
|
2.25K
$272K
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.12% |
$351 - $369
|
2.42K
$294K
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
740+ 12.56% |
$86.6K - $91.1K
|
6.63K
$804K
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.11K+ 3.58% |
$481K - $506K
|
119K
$14.4M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-124- 1.17% |
$14.5K - $15.3K
|
10.5K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
5.24KNew |
$613K - $645K
|
5.24K
$635K
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.38K+ 78.36% |
$161K - $169K
|
3.13K
$380K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
228New |
$26.7K - $28.1K
|
228
$27.6K
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.38K+ 8.14% |
$396K - $416K
|
44.9K
$5.45M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.57% |
$117 - $123
|
176
$21.3K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$127K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.6K- 91.82% |
$2.41M - $2.53M
|
1.83K
$222K
|