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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.2KNew |
$190K - $208K
|
2.2K
$267K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$86.2K - $94.6K
|
1K
$121K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
500New |
$43.1K - $47.3K
|
500
$60.6K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$24.2K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
138New |
$11.9K - $13K
|
138
$16.7K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
110New |
$9.49K - $10.4K
|
110
$13.3K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
64+ 15.02% |
$5.52K - $6.05K
|
490
$59.4K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47New |
$4.05K - $4.44K
|
47
$5.7K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34New |
$2.93K - $3.21K
|
34
$4.12K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
28+ 0.32% |
$2.41K - $2.65K
|
8.84K
$1.07M
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28New |
$2.41K - $2.65K
|
28
$3.39K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$15.8M - $18.3M
|
201K
$24.3M
|
|
Jan 31, 2023
Q4 2022
|
Schroders Is LTD
|
BUY
|
- |
107K+ 1251.98% |
$8.45M - $9.78M
|
116K
$14.1M
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 177.22% |
$2.23M - $2.59M
|
44.4K
$5.38M
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
26.2KNew |
$2.06M - $2.39M
|
26.2K
$3.18M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.7KNew |
$2.02M - $2.34M
|
25.7K
$3.11M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
25.4KNew |
$2M - $2.31M
|
25.4K
$3.08M
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
18.3KNew |
$1.44M - $1.67M
|
18.3K
$2.22M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 5.58% |
$866K - $1M
|
208K
$25.3M
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.56KNew |
$595K - $688K
|
7.56K
$917K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.5KNew |
$590K - $683K
|
7.5K
$909K
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.17KNew |
$564K - $653K
|
7.17K
$869K
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.48K+ 112.98% |
$431K - $499K
|
10.3K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.32K+ 417.5% |
$418K - $484K
|
6.59K
$799K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.28KNew |
$336K - $389K
|
4.28K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
2.65K+ 222.61% |
$208K - $241K
|
3.84K
$465K
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.4KNew |
$189K - $219K
|
2.4K
$291K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$157K - $182K
|
2K
$242K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.7K+ 15.29% |
$134K - $155K
|
12.8K
$1.55M
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$118K - $137K
|
1.5K
$182K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
647New |
$50.9K - $58.9K
|
647
$78.4K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
620New |
$48.8K - $56.5K
|
620
$75.2K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
588New |
$46.3K - $53.5K
|
588
$71.3K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
480New |
$37.8K - $43.7K
|
480
$58.2K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
377New |
$29.7K - $34.3K
|
377
$45.7K
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
350+ 9.75% |
$27.5K - $31.9K
|
3.94K
$478K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
176New |
$13.8K - $16K
|
176
$21.3K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
152+ 73.79% |
$12K - $13.8K
|
358
$43.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55New |
$4.33K - $5.01K
|
55
$6.67K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.76K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.76K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$1.49K - $1.73K
|
19
$2.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
53.4K+ 90.74% |
$4.21M - $5.04M
|
112K
$13.6M
|
|
Nov 02, 2022
Q3 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
35.3K+ 112.58% |
$2.78M - $3.33M
|
66.6K
$8.07M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
23.8KNew |
$1.88M - $2.25M
|
23.8K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14K+ 92.18% |
$1.1M - $1.32M
|
29.1K
$3.53M
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7KNew |
$552K - $661K
|
7K
$849K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.75KNew |
$375K - $449K
|
4.75K
$576K
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.38KNew |
$345K - $414K
|
4.38K
$531K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$316K - $379K
|
4.01K
$486K
|