Wealth Alliance Vanguard Total World Stk Index Transaction History

Wealth Alliance

$843 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$60.03 - $78.43 $211,725 - $276,622	-3,527 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$54.48 - $83.17 $192,150 - $293,340	3,527 New	3,527 $221,000

Others Institutions Holding VT

# of Institutions

1,179

Shares Held

113M

Call Options Held

314K

Put Options Held

98.6K

Rakuten Investment Management, Inc. Tokyo, M0

15.5M
Shares

$2.14 Billion
6.99% of portfolio
Cambridge Associates LLC Boston, MA

5.55M
Shares

$768 Million
15.63% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$690 Million
0.04% of portfolio
Schroder Investment Management Group London, X0

3.69M
Shares

$510 Million
0.42% of portfolio
Us Bancorp \De\

2.77M
Shares

$383 Million
0.45% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

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