Kovitz Investment Group Partners, LLC Vanguard Total World Stk Index Transaction History

Kovitz Investment Group Partners, LLC

$18.2 Billion
Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 145,101 shares of VT stock, worth $19.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

145,101

Previous 145,101 -0.0%

Holding current value

$19.1 Million

Previous $16.8 Million -0.0%

% of portfolio

0.09%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$115.08 - $123.97 $15.1 Million - $16.3 Million	131,164 Added 941.12%	145,101 $16.8 Million
Q4 2024 Feb 14, 2025	SELL	$117.09 - $123.07 $16.5 Million - $17.3 Million	-140,958 Reduced 91.0%	13,937 $1.64 Million
Q3 2024 Nov 14, 2024	BUY	$107.72 - $119.96 $1.14 Million - $1.27 Million	10,578 Added 7.33%	154,895 $18.5 Million
Q2 2024 Aug 14, 2024	SELL	$104.94 - $113.51 $643,492 - $696,043	-6,132 Reduced 4.08%	144,317 $16.3 Million
Q1 2024 May 14, 2024	SELL	$100.68 - $110.5 $1.46 Million - $1.6 Million	-14,455 Reduced 8.77%	150,449 $16.6 Million
Q4 2023 Feb 07, 2024	SELL	$88.97 - $103.1 $760,248 - $880,989	-8,545 Reduced 4.93%	164,904 $17 Million
Q3 2023 Nov 09, 2023	SELL	$92.79 - $100.59 $1.4 Million - $1.51 Million	-15,042 Reduced 7.98%	173,449 $16.2 Million
Q2 2023 Aug 08, 2023	SELL	$91.33 - $98.06 $1.24 Million - $1.33 Million	-13,589 Reduced 6.72%	188,491 $18.3 Million
Q1 2023 May 11, 2023	BUY	$86.24 - $94.55 $5.37 Million - $5.89 Million	62,305 Added 44.58%	202,080 $18.6 Million
Q4 2022 Jan 19, 2023	SELL	$78.67 - $91.07 $557,219 - $645,048	-7,083 Reduced 4.82%	139,775 $12 Million
Q3 2022 Nov 09, 2022	SELL	$78.88 - $94.48 $326,642 - $391,241	-4,141 Reduced 2.74%	146,858 $11.6 Million
Q2 2022 Aug 02, 2022	BUY	$83.88 - $102.77 $2.24 Million - $2.74 Million	26,688 Added 21.47%	150,999 $12.9 Million
Q1 2022 Apr 22, 2022	BUY	$93.8 - $108.09 $2.03 Million - $2.34 Million	21,623 Added 21.06%	124,311 $12.6 Million
Q4 2021 Feb 04, 2022	SELL	$101.45 - $109.23 $5.31 Million - $5.71 Million	-52,317 Reduced 33.75%	102,688 $9.51 Million
Q3 2021 Oct 28, 2021	SELL	$101.52 - $107.65 $30,252 - $32,079	-298 Reduced 0.19%	155,005 $15.8 Million
Q2 2021 Aug 04, 2021	BUY	$98.57 - $104.51 $4.91 Million - $5.21 Million	49,825 Added 47.24%	155,303 $16.1 Million
Q1 2021 May 06, 2021	BUY	$92.05 - $98.71 $256,819 - $275,400	2,790 Added 2.72%	105,478 $10.3 Million
Q4 2020 Feb 12, 2021	BUY	$78.99 - $92.58 $171,566 - $201,083	2,172 Added 2.16%	102,688 $9.51 Million
Q3 2020 Nov 10, 2020	SELL	$75.3 - $85.07 $782,743 - $884,302	-10,395 Reduced 9.37%	100,516 $8.11 Million
Q2 2020 Aug 12, 2020	SELL	$60.03 - $78.43 $170,905 - $223,290	-2,847 Reduced 2.5%	110,911 $8.3 Million
Q1 2020 May 15, 2020	SELL	$54.48 - $83.17 $314,349 - $479,890	-5,770 Reduced 4.83%	113,758 $7.14 Million
Q4 2019 Feb 13, 2020	BUY	$72.8 - $81.27 $550,222 - $614,238	7,558 Added 6.75%	119,528 $9.68 Million
Q3 2019 Nov 14, 2019	BUY	$74.55 - $76.17 $5.08 Million - $5.19 Million	68,185 Added 155.73%	111,970 $8.38 Million
Q2 2019 Aug 14, 2019	BUY	N/A	145 Added 0.33%	43,785 $3.29 Million
Q1 2019 May 15, 2019	BUY	N/A	43,640 New	43,640 $3.19 Million

Others Institutions Holding VT

# of Institutions

1,126

Shares Held

111M

Call Options Held

315K

Put Options Held

120K

View Full List

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Kovitz Investment Group Partners, LLC Vanguard Total World Stk Index Transaction History