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 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-677- 5.36% |
$79.3K - $83.3K
|
11.9K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31K- 42.78% |
$153K - $161K
|
1.75K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 48.34% |
$121K - $128K
|
3.18K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.09K+ 327.17% |
$831K - $873K
|
9.26K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-790- 24.65% |
$92.5K - $97.2K
|
2.42K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
328+ 5.61% |
$38.4K - $40.4K
|
6.18K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-237- 1.45% |
$27.8K - $29.2K
|
16.1K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.98K- 10.2% |
$466K - $490K
|
35K
$4.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 7.58% |
$29.3K - $30.8K
|
3.55K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.02% |
$117 - $123
|
5.66K
$690K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-610- 6.18% |
$71.4K - $75.1K
|
9.26K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.74% |
$117 - $123
|
136
$16.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
34+ 0.74% |
$3.98K - $4.18K
|
4.66K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.8K+ 4.49% |
$211K - $222K
|
42K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.3K+ 5.91% |
$152K - $160K
|
23.3K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.59% |
$117 - $123
|
170
$20.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
18.8K+ 83.86% |
$2.2M - $2.31M
|
41.2K
$5.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.04K- 50.79% |
$707K - $743K
|
5.85K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
4.08KNew |
$478K - $502K
|
4.08K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$63.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-349- 3.31% |
$40.9K - $43K
|
10.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
145K+ 46.04% |
$16.9M - $17.8M
|
459K
$55.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-150- 5.29% |
$17.6K - $18.5K
|
2.68K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 3.85% |
$11.7K - $12.3K
|
2.5K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$885K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29KNew |
$151K - $159K
|
1.29K
$157K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-335- 5.83% |
$39.2K - $41.2K
|
5.41K
$660K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.23K+ 15.15% |
$495K - $520K
|
32.1K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
211+ 2.0% |
$24.7K - $26K
|
10.8K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 2.67% |
$13.1K - $13.8K
|
4.08K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$29.3K - $30.8K
|
250
$30.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
897+ 7.85% |
$105K - $110K
|
12.3K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
14.8K+ 25.16% |
$1.73M - $1.82M
|
73.6K
$8.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 6.9% |
$234 - $246
|
27
$3.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.47KNew |
$289K - $303K
|
2.47K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 3.44% |
$16.3K - $17.1K
|
4.18K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-91- 53.53% |
$10.7K - $11.2K
|
79
$9.63K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5+ 0.1% |
$585 - $615
|
5.09K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8.93KNew |
$1.05M - $1.1M
|
8.93K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.42% |
$7.61K - $8K
|
15.6K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 2.07% |
$703 - $738
|
284
$34.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
837+ 19.24% |
$98K - $103K
|
5.19K
$632K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14+ 0.12% |
$1.64K - $1.72K
|
11.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-77- 0.14% |
$9.02K - $9.48K
|
54.8K
$6.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.57KNew |
$300K - $316K
|
2.57K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
93+ 1.86% |
$10.9K - $11.4K
|
5.11K
$622K
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-6.1K- 1.18% |
$714K - $751K
|
513K
$62.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188+ 0.48% |
$22K - $23.1K
|
39.8K
$4.85M
|