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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.37KNew |
$1.1M - $1.15M
|
9.37K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$4.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 5.23% |
$132K - $139K
|
22.7K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.48KNew |
$291K - $305K
|
2.48K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
12+ 0.09% |
$1.41K - $1.48K
|
12.7K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
526+ 1.84% |
$61.6K - $64.7K
|
29.1K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.89K+ 58.77% |
$221K - $232K
|
5.1K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1+ 0.0% |
$117 - $123
|
25.1K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 1.07% |
$7.61K - $8K
|
6.13K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.65K+ 6.21% |
$427K - $449K
|
62.4K
$7.22M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
13.7K+ 12.62% |
$1.6M - $1.69M
|
122K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 5.66% |
$3.32M - $3.49M
|
472K
$54.7M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.42% |
$1.17K - $1.23K
|
2.39K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.93K+ 33.78% |
$928K - $976K
|
31.4K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 3.01% |
$322K - $338K
|
88.6K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
873New |
$102K - $107K
|
873
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
42.1KNew |
$4.93M - $5.18M
|
42.1K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 13.88% |
$474K - $499K
|
25.1K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.74K- 5.38% |
$204K - $214K
|
30.6K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
322New |
$37.7K - $39.6K
|
322
$37.3K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.47K+ 1.26% |
$172K - $181K
|
118K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
2.29K+ 5.96% |
$268K - $281K
|
40.6K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-576- 5.93% |
$67.4K - $70.9K
|
9.15K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-53- 2.42% |
$6.21K - $6.52K
|
2.14K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 5.5% |
$192K - $202K
|
28.2K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-70.9K- 16.06% |
$8.3M - $8.73M
|
371K
$42.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-8.57K- 31.87% |
$1M - $1.05M
|
18.3K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
14.5KNew |
$1.7M - $1.79M
|
14.5K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
55+ 41.67% |
$6.44K - $6.77K
|
187
$21.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.97KNew |
$816K - $858K
|
6.97K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-56- 4.37% |
$6.56K - $6.89K
|
1.23K
$142K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-56- 0.94% |
$6.56K - $6.89K
|
5.9K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.09% |
$820 - $861
|
7.82K
$906K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
273+ 379.17% |
$32K - $33.6K
|
345
$40K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.54K+ 20.89% |
$414K - $435K
|
20.5K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$122M - $128M
|
1.04M
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
447+ 1.36% |
$52.3K - $55K
|
33.3K
$3.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.65KNew |
$544K - $572K
|
4.65K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.93K- 8.88% |
$226K - $238K
|
19.8K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21.5K+ 12.4% |
$2.52M - $2.64M
|
195K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.16K+ 1.22% |
$252K - $265K
|
179K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.05K- 20.58% |
$240K - $252K
|
7.9K
$915K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.06% |
$585 - $615
|
8.57K
$993K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
721+ 5.13% |
$84.4K - $88.7K
|
14.8K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-786- 3.77% |
$92K - $96.7K
|
20.1K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-752- 12.68% |
$88.1K - $92.5K
|
5.18K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-50K- 14.91% |
$5.86M - $6.16M
|
285K
$33.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510New |
$59.7K - $62.8K
|
510
$59.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.17% |
$9.72K - $10.2K
|
3.9K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-90- 2.36% |
$10.5K - $11.1K
|
3.72K
$431K
|