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 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.28% |
$585 - $615
|
1.8K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50+ 2.18% |
$5.85K - $6.15K
|
2.34K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.88% |
$117 - $123
|
115
$14K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-145- 3.02% |
$17K - $17.8K
|
4.65K
$567K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.35K+ 3.85% |
$158K - $166K
|
36.5K
$4.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
480+ 6.71% |
$56.2K - $59.1K
|
7.63K
$930K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-61- 0.62% |
$7.14K - $7.51K
|
9.73K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222+ 5.9% |
$26K - $27.3K
|
3.98K
$486K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.32% |
$4.8K - $5.05K
|
3.14K
$383K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-50- 1.76% |
$5.85K - $6.15K
|
2.8K
$341K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5+ 0.23% |
$585 - $615
|
2.17K
$265K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-627- 7.24% |
$73.4K - $77.2K
|
8.04K
$980K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9- 0.34% |
$969 - $1.08K
|
2.65K
$323K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-150- 0.53% |
$16.2K - $18K
|
27.9K
$3.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184K+ 66.33% |
$19.8M - $22M
|
461K
$56.2M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.31K
$282K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-608- 93.97% |
$65.5K - $72.9K
|
39
$4.75K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
51.2KNew |
$5.52M - $6.15M
|
51.2K
$6.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$108 - $120
|
31.3K
$3.81M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
8.09KNew |
$871K - $970K
|
8.09K
$986K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
135+ 33.33% |
$14.5K - $16.2K
|
540
$65.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
705K+ 53.15% |
$75.9M - $84.5M
|
2.03M
$248M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-492- 41.34% |
$53K - $59K
|
698
$85.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.26K- 17.7% |
$136K - $151K
|
5.86K
$714K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2K- 37.99% |
$215K - $240K
|
3.27K
$398K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 11.95% |
$1.24M - $1.38M
|
108K
$13.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
828+ 26.14% |
$89.2K - $99.3K
|
4K
$487K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79- 0.45% |
$8.51K - $9.48K
|
17.6K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
642New |
$69.2K - $77K
|
642
$78.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.25% |
$108 - $120
|
408
$49.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-84- 2.79% |
$9.05K - $10.1K
|
2.93K
$357K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-979- 37.86% |
$105K - $117K
|
1.61K
$196K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.47% |
$108 - $120
|
215
$26.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.87K+ 39.7% |
$309K - $344K
|
10.1K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
180+ 1.81% |
$19.4K - $21.6K
|
10.1K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-400- 4.59% |
$43.1K - $48K
|
8.32K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
617+ 18.97% |
$66.5K - $74K
|
3.87K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-789- 1.35% |
$85K - $94.6K
|
57.4K
$7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.07K+ 35.61% |
$115K - $128K
|
4.07K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.94K- 87.02% |
$209K - $232K
|
289
$35.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-162- 0.97% |
$17.5K - $19.4K
|
16.6K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-91- 0.29% |
$9.8K - $10.9K
|
31.1K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 0.25% |
$3.88K - $4.32K
|
14.2K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.56K- 0.97% |
$491K - $547K
|
465K
$56.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.49K- 16.91% |
$1.02M - $1.14M
|
46.6K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
975+ 1.06% |
$105K - $117K
|
92.6K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.21K+ 121.39% |
$345K - $385K
|
5.85K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
140+ 3.98% |
$15.1K - $16.8K
|
3.66K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-71.6K- 49.7% |
$7.72M - $8.59M
|
72.5K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.08% |
$215 - $240
|
2.54K
$309K
|
|