Latest Institutional Purchases of Vanguard Total World Stk Index (VT)
This list provides information on the latest institutional transactions involving Vanguard Total World Stk Index (VT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
268+ 4.41% |
$30.8K - $33.2K
|
6.35K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
236New |
$27.2K - $29.3K
|
236
$32.9K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
218New |
$25.1K - $27K
|
218
$30.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
189New |
$21.8K - $23.4K
|
189
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
183+ 2.65% |
$21.1K - $22.7K
|
7.08K
$986K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
155New |
$17.8K - $19.2K
|
155
$21.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
140+ 0.69% |
$16.1K - $17.4K
|
20.5K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
88+ 5.03% |
$10.1K - $10.9K
|
1.84K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
75+ 2.56% |
$8.63K - $9.3K
|
3.01K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 0.73% |
$5.29K - $5.7K
|
6.34K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
45+ 0.17% |
$5.18K - $5.58K
|
27.3K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 15.48% |
$4.49K - $4.83K
|
291
$40.5K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$5.29K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$5.29K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
$1.73K - $1.86K
|
15
$2.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 2.11% |
$1.5K - $1.61K
|
630
$87.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10New |
$1.15K - $1.24K
|
10
$1.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.78% |
$921 - $992
|
1.04K
$144K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 0.58% |
$690 - $744
|
1.04K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.14% |
$345 - $372
|
2.19K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.49% |
$230 - $248
|
413
$57.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $124
|
1.39K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.0% |
$115 - $124
|
21.1K
$2.93M
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
501KNew |
$58.7M - $61.7M
|
501K
$69.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
101KNew |
$11.8M - $12.4M
|
101K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
42.1KNew |
$4.93M - $5.18M
|
42.1K
$5.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
38.1KNew |
$4.47M - $4.69M
|
38.1K
$5.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$2.75M - $2.89M
|
23.5K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
22.6KNew |
$2.65M - $2.78M
|
22.6K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
16.4KNew |
$1.92M - $2.02M
|
16.4K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.1KNew |
$1.54M - $1.62M
|
13.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.1K+ 652.5% |
$1.53M - $1.61M
|
15.1K
$2.1M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
10.7K+ 5.11% |
$1.25M - $1.31M
|
219K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.37KNew |
$1.1M - $1.15M
|
9.37K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.26KNew |
$1.08M - $1.14M
|
9.26K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
9.22KNew |
$1.08M - $1.13M
|
9.22K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
7.71KNew |
$903K - $949K
|
7.71K
$1.07M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
6.67K+ 13.07% |
$781K - $821K
|
57.7K
$8.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$706K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.48KNew |
$291K - $305K
|
2.48K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
2.45KNew |
$287K - $301K
|
2.45K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.81KNew |
$212K - $223K
|
1.81K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.81KNew |
$212K - $222K
|
1.81K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.8KNew |
$210K - $221K
|
1.8K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.77K+ 25.65% |
$207K - $217K
|
8.65K
$1.2M
|
|