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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.35KNew |
$385K - $415K
|
3.35K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-11- 0.49% |
$1.27K - $1.36K
|
2.25K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-169- 1.58% |
$19.4K - $21K
|
10.5K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-261- 5.53% |
$30K - $32.4K
|
4.46K
$517K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
287+ 2.4% |
$33K - $35.6K
|
12.2K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-139- 0.86% |
$16K - $17.2K
|
15.9K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-400- 1.14% |
$46K - $49.6K
|
34.6K
$4.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
79+ 0.73% |
$9.09K - $9.79K
|
11K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
23+ 1.13% |
$2.65K - $2.85K
|
2.05K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.22% |
$3.22K - $3.47K
|
12.7K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18.5K- 37.7% |
$2.13M - $2.29M
|
30.6K
$3.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-761- 8.52% |
$87.6K - $94.3K
|
8.17K
$946K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
140+ 7.55% |
$16.1K - $17.4K
|
2K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$248K - $267K
|
2.16K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
113+ 2.98% |
$13K - $14K
|
3.9K
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
386+ 6.6% |
$44.4K - $47.9K
|
6.24K
$722K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
260New |
$29.9K - $32.2K
|
260
$30.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.32% |
$1.15K - $1.24K
|
3.15K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.2% |
$5.64K - $6.07K
|
4.03K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
223New |
$25.7K - $27.6K
|
223
$25.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
93+ 1.69% |
$10.7K - $11.5K
|
5.59K
$647K
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
125KNew |
$14.4M - $15.5M
|
125K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-93- 0.81% |
$10.7K - $11.5K
|
11.3K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
383+ 2.37% |
$44.1K - $47.5K
|
16.6K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
3.01K+ 11.32% |
$346K - $373K
|
29.6K
$3.42M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
504+ 19.6% |
$58K - $62.5K
|
3.08K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.4K+ 329.11% |
$2M - $2.15M
|
22.6K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
590+ 25.51% |
$67.9K - $73.1K
|
2.9K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52+ 1.62% |
$5.98K - $6.45K
|
3.25K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-145K- 31.61% |
$16.7M - $18M
|
314K
$36.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-19.7K- 74.75% |
$2.27M - $2.44M
|
6.66K
$771K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-146- 1.71% |
$16.8K - $18.1K
|
8.38K
$971K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
109+ 4.09% |
$12.5K - $13.5K
|
2.78K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 679.21% |
$2.48M - $2.68M
|
24.8K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-708- 1.29% |
$81.5K - $87.8K
|
54.1K
$6.26M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 1.38% |
$24.7K - $26.7K
|
15.8K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-791- 10.37% |
$91K - $98.1K
|
6.84K
$792K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5K+ 35.83% |
$172K - $185K
|
5.67K
$657K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-999- 10.27% |
$115K - $124K
|
8.73K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.88KNew |
$216K - $233K
|
1.88K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
818+ 2.48% |
$94.1K - $101K
|
33.7K
$3.91M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.17% |
$345 - $372
|
1.8K
$209K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-9- 1.31% |
$1.04K - $1.12K
|
676
$78.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.05% |
$460 - $496
|
8.04K
$931K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4+ 0.18% |
$460 - $496
|
2.18K
$252K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-512- 18.31% |
$58.9K - $63.5K
|
2.28K
$265K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.95KNew |
$346K - $363K
|
2.95K
$342K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-313K- 86.02% |
$36.7M - $38.5M
|
50.9K
$5.89M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
441New |
$51.6K - $54.3K
|
441
$51.1K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 28.61% |
$1.33M - $1.4M
|
51.1K
$5.92M
|
|