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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.11% |
$1.18K - $1.32K
|
9.9K
$1.17M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
147+ 102.8% |
$15.8K - $17.6K
|
290
$34.2K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
417+ 12.32% |
$44.9K - $50K
|
3.8K
$449K
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-149- 2.96% |
$16.1K - $17.9K
|
4.89K
$577K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.74KNew |
$511K - $569K
|
4.74K
$560K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-160- 1.48% |
$17.2K - $19.2K
|
10.6K
$1.26M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.1% |
$2.69K - $3K
|
26K
$3.07M
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.42KNew |
$260K - $290K
|
2.42K
$285K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 465.0% |
$170K - $190K
|
1.92K
$227K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-944- 14.15% |
$102K - $113K
|
5.73K
$676K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.9K- 59.09% |
$1.39M - $1.54M
|
8.91K
$1.05M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-471- 4.58% |
$50.7K - $56.5K
|
9.81K
$1.16M
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1+ 0.55% |
$108 - $120
|
183
$21.6K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$108 - $120
|
118
$13.9K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 328.59% |
$2.41M - $2.68M
|
29.2K
$3.45M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$7.43K - $8.28K
|
69
$8.15K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 11.67% |
$2.39M - $2.67M
|
213K
$25.1M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 16.38% |
$168K - $187K
|
7.98K
$942K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-899- 1.3% |
$96.8K - $108K
|
68K
$8.03M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.77KNew |
$191K - $212K
|
1.77K
$209K
|
|
Oct 25, 2024
Q3 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.19K- 24.28% |
$775K - $863K
|
22.4K
$2.65M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-265- 1.61% |
$28.5K - $31.8K
|
16.2K
$1.91M
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.09% |
$754 - $840
|
7.56K
$892K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-352- 46.81% |
$37.9K - $42.2K
|
400
$47.2K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
126+ 7.73% |
$13.6K - $15.1K
|
1.76K
$207K
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.41K
$166K
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
281New |
$30.3K - $33.7K
|
281
$33.2K
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
142+ 2.06% |
$15.3K - $17K
|
7.04K
$831K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.68KNew |
$1.04M - $1.16M
|
9.68K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
66+ 0.37% |
$7.11K - $7.92K
|
17.8K
$2.11M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.5K- 89.48% |
$2.42M - $2.7M
|
2.65K
$312K
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
301+ 2.11% |
$32.4K - $36.1K
|
14.6K
$1.72M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
93+ 1.14% |
$10K - $11.2K
|
8.23K
$971K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
747+ 0.13% |
$80.5K - $89.6K
|
585K
$69.1M
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
346+ 0.24% |
$37.3K - $41.5K
|
147K
$17.3M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.95KNew |
$210K - $234K
|
1.95K
$230K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
252New |
$27.1K - $30.2K
|
252
$29.8K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$3.45K - $3.84K
|
29K
$3.43M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.54KNew |
$273K - $304K
|
2.54K
$300K
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38K+ 32.57% |
$148K - $165K
|
5.6K
$661K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-355- 4.54% |
$38.2K - $42.6K
|
7.47K
$881K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 26.12% |
$308K - $343K
|
8.1K
$956K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
1.71K+ 5.43% |
$185K - $206K
|
33.3K
$3.93M
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.18% |
$1.08K - $1.2K
|
5.59K
$660K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-306- 6.4% |
$33K - $36.7K
|
4.47K
$528K
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-462- 1.08% |
$49.8K - $55.4K
|
42.4K
$5M
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
61.9KNew |
$6.67M - $7.42M
|
61.9K
$7.31M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-932- 20.74% |
$100K - $112K
|
3.56K
$420K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-12.5K- 48.3% |
$1.34M - $1.5M
|
13.4K
$1.58M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 1.58% |
$14.3K - $16K
|
8.57K
$1.01M
|