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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
1.19K+ 7.87% |
$136K - $147K
|
16.2K
$2.09M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.92K- 5.55% |
$566K - $610K
|
83.7K
$10.8M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.4K+ 10.86% |
$6.03M - $6.5M
|
535K
$68.9M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-453- 4.84% |
$52.1K - $56.2K
|
8.91K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.9KNew |
$1.37M - $1.47M
|
11.9K
$1.53M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.3K+ 696.26% |
$150K - $161K
|
1.49K
$192K
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
57.8KNew |
$6.65M - $7.17M
|
57.8K
$7.44M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$115 - $124
|
4.49K
$578K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.32K+ 2.52% |
$382K - $411K
|
135K
$17.4M
|
|
May 05, 2025
Q1 2025
|
Bernzott Capital Advisors
|
SELL
|
- |
-17.1K- 41.54% |
$1.97M - $2.12M
|
24.1K
$3.1M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
14.3K+ 11.71% |
$1.65M - $1.77M
|
137K
$17.6M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-984- 2.29% |
$113K - $122K
|
42K
$5.4M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-235- 1.32% |
$27K - $29.1K
|
17.5K
$2.25M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-324- 9.59% |
$37.3K - $40.2K
|
3.06K
$393K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-893- 14.93% |
$103K - $111K
|
5.09K
$655K
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
9.19K+ 78.56% |
$1.06M - $1.14M
|
20.9K
$2.69M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-76- 3.05% |
$8.75K - $9.42K
|
2.42K
$311K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12K- 27.24% |
$1.38M - $1.48M
|
32K
$4.12M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.54K+ 182.91% |
$408K - $439K
|
5.48K
$706K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.19K+ 69.84% |
$1.06M - $1.14M
|
22.3K
$2.88M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-131- 4.84% |
$15.1K - $16.2K
|
2.58K
$332K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$230 - $248
|
3.74K
$482K
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
8.01KNew |
$921K - $993K
|
8.01K
$1.03M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-78- 0.23% |
$8.98K - $9.67K
|
33.2K
$4.28M
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
846+ 6.15% |
$97.4K - $105K
|
14.6K
$1.88M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-400- 0.08% |
$46K - $49.6K
|
498K
$64.1M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
415+ 128.88% |
$47.8K - $51.4K
|
737
$94.9K
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 1.98% |
$5.75K - $6.2K
|
2.48K
$319K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
753+ 12.28% |
$86.7K - $93.3K
|
6.89K
$887K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-900- 8.78% |
$104K - $112K
|
9.35K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
239+ 3.93% |
$27.5K - $29.6K
|
6.32K
$813K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-112- 2.73% |
$12.9K - $13.9K
|
3.99K
$513K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-53- 7.41% |
$6.1K - $6.57K
|
662
$85.2K
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-776- 3.87% |
$89.3K - $96.2K
|
19.3K
$2.48M
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.43% |
$1.38K - $1.49K
|
2.8K
$361K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-506- 4.96% |
$58.2K - $62.7K
|
9.69K
$1.25M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-468- 3.15% |
$53.9K - $58K
|
14.4K
$1.85M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.7K+ 58.02% |
$771K - $831K
|
18.2K
$2.35M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
40.3K+ 79.29% |
$4.64M - $5M
|
91.2K
$11.7M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.67K+ 17.92% |
$422K - $455K
|
24.1K
$3.11M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.6K+ 5.94% |
$2.14M - $2.31M
|
332K
$42.7M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-39- 9.35% |
$4.49K - $4.83K
|
378
$48.7K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.35K+ 1.5% |
$155K - $167K
|
91.1K
$11.7M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
$690 - $744
|
7.91K
$1.02M
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.06K+ 14.66% |
$467K - $504K
|
31.8K
$4.09M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.57K+ 122.03% |
$525K - $566K
|
8.31K
$1.07M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
533+ 1.82% |
$61.3K - $66.1K
|
29.9K
$3.85M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
324+ 7.53% |
$37.3K - $40.2K
|
4.62K
$595K
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.21% |
$1.04K - $1.12K
|
4.29K
$553K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 1.44% |
$9.78K - $10.5K
|
5.82K
$749K
|