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 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 0.06% |
$468 - $492
|
7.26K
$885K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.19K+ 14.85% |
$139K - $146K
|
9.17K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
565+ 11.02% |
$66.2K - $69.5K
|
5.69K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
149+ 6.75% |
$17.4K - $18.3K
|
2.36K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.15% |
$1.41K - $1.48K
|
8.2K
$999K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
117+ 0.24% |
$13.7K - $14.4K
|
49.1K
$5.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
522+ 3.24% |
$61.1K - $64.2K
|
16.6K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
16.3K+ 6.84% |
$1.91M - $2.01M
|
255K
$31.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-25- 0.15% |
$2.93K - $3.08K
|
16.2K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$117 - $123
|
2.27K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-206- 3.32% |
$24.1K - $25.4K
|
6K
$731K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
716+ 0.53% |
$83.8K - $88.1K
|
135K
$16.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-541- 6.11% |
$63.3K - $66.6K
|
8.32K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
113+ 2.1% |
$13.2K - $13.9K
|
5.5K
$670K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
121+ 3.5% |
$14.2K - $14.9K
|
3.58K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.8K+ 11.16% |
$328K - $345K
|
27.9K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.28K- 3.52% |
$384K - $403K
|
89.8K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$117 - $123
|
119
$14.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.4K+ 18.69% |
$515K - $541K
|
27.9K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
49.1K+ 9.03% |
$5.75M - $6.05M
|
593K
$72.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-372- 0.79% |
$43.6K - $45.8K
|
46.8K
$5.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 26.84% |
$127K - $134K
|
2.96K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-204- 0.51% |
$23.9K - $25.1K
|
39.5K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
157+ 0.22% |
$18.4K - $19.3K
|
71.3K
$8.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.6K- 46.19% |
$2.3M - $2.42M
|
22.9K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18- 0.28% |
$2.11K - $2.22K
|
6.38K
$777K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-105- 2.7% |
$12.3K - $12.9K
|
3.79K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
27+ 1.06% |
$3.16K - $3.32K
|
2.57K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-198- 2.81% |
$23.2K - $24.4K
|
6.84K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
271+ 1.01% |
$31.7K - $33.4K
|
27.2K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$234 - $246
|
5.59K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
480+ 21.71% |
$56.2K - $59.1K
|
2.69K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.07K- 7.16% |
$125K - $132K
|
13.9K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
547+ 14.98% |
$64K - $67.3K
|
4.2K
$512K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-619- 1.85% |
$72.5K - $76.2K
|
32.8K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
143+ 1.33% |
$16.7K - $17.6K
|
10.9K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.57K+ 42.31% |
$184K - $193K
|
5.27K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
255+ 2.58% |
$29.9K - $31.4K
|
10.1K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$10.8K - $11.3K
|
92
$11.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.05K+ 42.51% |
$474K - $499K
|
13.6K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.18K+ 61.79% |
$256K - $269K
|
5.72K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39+ 1.03% |
$4.57K - $4.8K
|
3.84K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
451+ 4.4% |
$52.8K - $55.5K
|
10.7K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22- 0.15% |
$2.58K - $2.71K
|
15.1K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 257.5% |
$60.3K - $63.4K
|
715
$87.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
6.37K+ 3.32% |
$745K - $783K
|
198K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
52+ 0.52% |
$6.09K - $6.4K
|
10.1K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
817+ 9.64% |
$95.7K - $101K
|
9.3K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-677- 5.36% |
$79.3K - $83.3K
|
11.9K
$1.46M
|