Capstone Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History

Capstone Financial Advisors, Inc.

$1.72 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	N/A	-5,074 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	5,074 New	5,074 $332,000

Others Institutions Holding VT

# of Institutions

1,184

Shares Held

113M

Call Options Held

314K

Put Options Held

98.6K

Rakuten Investment Management, Inc. Tokyo, M0

15.5M
Shares

$2.17 Billion
6.99% of portfolio
Cambridge Associates LLC Boston, MA

5.55M
Shares

$779 Million
15.63% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$699 Million
0.04% of portfolio
Schroder Investment Management Group London, X0

3.69M
Shares

$517 Million
0.42% of portfolio
Us Bancorp \De\

2.77M
Shares

$388 Million
0.45% of portfolio

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