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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$291K - $363K
|
2.82K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$103 - $129
|
51
$6.57K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 1.96% |
$619 - $771
|
300
$38.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 4.85% |
$28.4K - $35.3K
|
5.4K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.64K+ 4.83% |
$478K - $596K
|
101K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 1100.0% |
$1.13K - $1.41K
|
12
$1.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-965- 3.31% |
$99.5K - $124K
|
28.2K
$3.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$516 - $643
|
4.39K
$565K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8- 0.38% |
$825 - $1.03K
|
2.1K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-501- 1.3% |
$51.7K - $64.4K
|
38K
$4.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-345- 7.74% |
$35.6K - $44.3K
|
4.11K
$529K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.06K+ 13.37% |
$522K - $650K
|
42.9K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.39K+ 26.35% |
$453K - $564K
|
21K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19.4K+ 12.4% |
$2M - $2.5M
|
176K
$22.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-917- 20.56% |
$94.6K - $118K
|
3.54K
$456K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.51% |
$1.86K - $2.31K
|
3.57K
$460K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 0.9% |
$25.8K - $32.1K
|
27.7K
$3.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
16.7K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
41+ 0.08% |
$4.23K - $5.27K
|
54.1K
$6.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 1.4% |
$42.4K - $52.8K
|
29.7K
$3.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
59+ 2.26% |
$6.09K - $7.58K
|
2.67K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
193+ 7.17% |
$19.9K - $24.8K
|
2.89K
$371K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.2K+ 22.58% |
$1.36M - $1.7M
|
71.6K
$9.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-139- 80.81% |
$14.3K - $17.9K
|
33
$4.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
255+ 1.47% |
$26.3K - $32.8K
|
17.6K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
10.7KNew |
$1.11M - $1.38M
|
10.7K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.63K+ 18.42% |
$581K - $724K
|
36.2K
$4.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.72K+ 9.89% |
$384K - $478K
|
41.3K
$5.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.79K+ 14.9% |
$907K - $1.13M
|
67.8K
$8.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7+ 0.23% |
$722 - $900
|
3.1K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-172- 0.62% |
$17.7K - $22.1K
|
27.5K
$3.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.8K+ 6.07% |
$185K - $231K
|
31.4K
$4.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
52+ 2.2% |
$5.36K - $6.68K
|
2.42K
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.9K+ 300.35% |
$712K - $887K
|
9.2K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
157+ 1.28% |
$16.2K - $20.2K
|
12.4K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
98.7KNew |
$10.2M - $12.7M
|
98.7K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-762- 6.95% |
$78.6K - $97.9K
|
10.2K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 6.45% |
$325K - $405K
|
52K
$6.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-293- 7.26% |
$30.2K - $37.7K
|
3.74K
$482K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
20.1K+ 27.34% |
$2.07M - $2.58M
|
93.4K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-476- 1.06% |
$49.1K - $61.2K
|
44.6K
$5.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-475- 2.87% |
$49K - $61K
|
16.1K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
6.55K+ 27.97% |
$675K - $841K
|
29.9K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 1.33% |
$10.3K - $12.9K
|
7.42K
$955K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
240+ 11.13% |
$24.8K - $30.8K
|
2.4K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 1.71% |
$5.98K - $7.45K
|
3.45K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 3.24% |
$20.8K - $26K
|
6.44K
$829K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31- 0.79% |
$3.2K - $3.98K
|
3.87K
$499K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
462+ 9.15% |
$47.7K - $59.4K
|
5.51K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 0.21% |
$2.48K - $3.08K
|
11.4K
$1.46M
|