Latest Institutional Transactions on Vanguard Total World Stk Index (VT)
This table provides information on the latest institutional transactions involving Vanguard Total World Stk Index (VT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 22.14% |
$142K - $177K
|
4.85K
$633K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.77K
$492K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-517- 16.46% |
$53.3K - $66.4K
|
2.62K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
472+ 1.18% |
$48.7K - $60.7K
|
40.6K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-36.1K- 73.78% |
$3.72M - $4.64M
|
12.8K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
222+ 4.8% |
$22.9K - $28.5K
|
4.85K
$633K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
578+ 3.78% |
$59.6K - $74.3K
|
15.9K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-8.79K- 6.48% |
$907K - $1.13M
|
127K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
301+ 3.76% |
$31.1K - $38.7K
|
8.3K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.26K+ 3.77% |
$233K - $290K
|
62.1K
$8.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11+ 0.79% |
$1.13K - $1.41K
|
1.4K
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
69+ 51.88% |
$7.12K - $8.87K
|
202
$26.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 12.99% |
$160K - $200K
|
10.4K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
88+ 0.18% |
$9.08K - $11.3K
|
50.2K
$6.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-464- 10.53% |
$47.9K - $59.6K
|
3.94K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-11.4K- 47.05% |
$1.18M - $1.47M
|
12.8K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-65- 0.06% |
$6.71K - $8.35K
|
103K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.42K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.35K+ 17.1% |
$139K - $174K
|
9.26K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
285+ 2.35% |
$29.4K - $36.6K
|
12.4K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
573+ 18.63% |
$59.1K - $73.6K
|
3.65K
$476K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01K+ 10.81% |
$311K - $387K
|
30.9K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
115K+ 4.34% |
$11.9M - $14.8M
|
2.77M
$362M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 5.48% |
$413 - $514
|
69
$9.01K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.81K+ 12.55% |
$186K - $232K
|
16.2K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.39K+ 14.84% |
$246K - $307K
|
18.5K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1.18M- 99.04% |
$122M - $152M
|
11.4K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 0.46% |
$1.96K - $2.44K
|
4.12K
$538K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
168+ 1.65% |
$17.3K - $21.6K
|
10.4K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.57KNew |
$161K - $201K
|
1.57K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
840+ 88.42% |
$86.7K - $108K
|
1.79K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 7.59% |
$248K - $309K
|
34.1K
$4.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
1.68KNew |
$173K - $215K
|
1.68K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 4.26% |
$13.6K - $17K
|
2.97K
$387K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.56KNew |
$161K - $200K
|
1.56K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-19- 0.2% |
$1.96K - $2.44K
|
9.72K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.1KNew |
$320K - $399K
|
3.1K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12+ 0.46% |
$1.24K - $1.54K
|
2.63K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-228- 1.46% |
$23.5K - $29.3K
|
15.4K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.27K+ 9.58% |
$544K - $678K
|
60.3K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.46KNew |
$976K - $1.22M
|
9.46K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.35KNew |
$345K - $430K
|
3.35K
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
4.13K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
857+ 1.95% |
$88.4K - $110K
|
44.8K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$4.13K - $5.14K
|
40
$5.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-383- 12.02% |
$39.5K - $49.2K
|
2.8K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-569- 5.62% |
$58.7K - $73.1K
|
9.55K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.1K+ 93.44% |
$2.18M - $2.72M
|
43.8K
$5.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$206 - $257
|
2.04K
$266K
|