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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
328+ 5.61% |
$38.4K - $40.4K
|
6.18K
$753K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
282+ 0.73% |
$33K - $34.7K
|
38.7K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
271+ 1.01% |
$31.7K - $33.4K
|
27.2K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
255+ 2.58% |
$29.9K - $31.4K
|
10.1K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 7.58% |
$29.3K - $30.8K
|
3.55K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$29.3K - $30.8K
|
250
$30.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
236+ 1.75% |
$27.6K - $29K
|
13.8K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
228New |
$26.7K - $28.1K
|
228
$27.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
223+ 3.22% |
$26.1K - $27.4K
|
7.15K
$871K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222+ 5.9% |
$26K - $27.3K
|
3.98K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
211+ 2.0% |
$24.7K - $26K
|
10.8K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188+ 0.48% |
$22K - $23.1K
|
39.8K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
164+ 4.48% |
$19.2K - $20.2K
|
3.83K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
157+ 0.22% |
$18.4K - $19.3K
|
71.3K
$8.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
149+ 6.75% |
$17.4K - $18.3K
|
2.36K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
145+ 0.99% |
$17K - $17.8K
|
14.9K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
143+ 1.33% |
$16.7K - $17.6K
|
10.9K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 3.44% |
$16.3K - $17.1K
|
4.18K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
121+ 3.5% |
$14.2K - $14.9K
|
3.58K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
117+ 0.24% |
$13.7K - $14.4K
|
49.1K
$5.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
113+ 2.1% |
$13.2K - $13.9K
|
5.5K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
109+ 0.49% |
$12.8K - $13.4K
|
22.5K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
93+ 1.86% |
$10.9K - $11.4K
|
5.11K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$10.8K - $11.3K
|
92
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
84+ 2.36% |
$9.84K - $10.3K
|
3.65K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
74+ 4.85% |
$8.66K - $9.11K
|
1.6K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
63+ 1.28% |
$7.38K - $7.75K
|
4.99K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
53+ 0.09% |
$6.21K - $6.52K
|
62.1K
$7.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 2.72% |
$6.21K - $6.52K
|
2K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
52+ 0.52% |
$6.09K - $6.4K
|
10.1K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50+ 2.18% |
$5.85K - $6.15K
|
2.34K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
47+ 2.74% |
$5.5K - $5.78K
|
1.76K
$215K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.32% |
$4.8K - $5.05K
|
3.14K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39+ 1.03% |
$4.57K - $4.8K
|
3.84K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.99% |
$4.45K - $4.68K
|
3.87K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
34+ 1.23% |
$3.98K - $4.18K
|
2.79K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
34+ 0.74% |
$3.98K - $4.18K
|
4.66K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 5.33% |
$3.75K - $3.94K
|
632
$77K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
31+ 0.69% |
$3.63K - $3.82K
|
4.49K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
27+ 0.07% |
$3.16K - $3.32K
|
36.8K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
27+ 1.06% |
$3.16K - $3.32K
|
2.57K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
25+ 0.58% |
$2.93K - $3.08K
|
4.3K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22+ 0.72% |
$2.58K - $2.71K
|
3.06K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
21+ 0.99% |
$2.46K - $2.58K
|
2.15K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
21+ 0.73% |
$2.46K - $2.58K
|
2.91K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
19+ 0.31% |
$2.22K - $2.34K
|
6.19K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17+ 0.7% |
$1.99K - $2.09K
|
2.44K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
17+ 2.83% |
$1.99K - $2.09K
|
617
$75.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15+ 0.05% |
$1.76K - $1.85K
|
29.4K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.19% |
$1.64K - $1.72K
|
7.57K
$923K
|