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 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-149- 4.49% |
$15.4K - $19.1K
|
3.17K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.24K - $1.54K
|
20.3K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30+ 0.86% |
$3.09K - $3.86K
|
3.52K
$481K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
104New |
$10.7K - $13.4K
|
104
$14.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
15+ 0.18% |
$1.55K - $1.93K
|
8.33K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-50- 1.98% |
$5.16K - $6.43K
|
2.48K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
40+ 2.27% |
$4.13K - $5.14K
|
1.8K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 0.43% |
$5.67K - $7.07K
|
12.8K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-795- 1.18% |
$82K - $102K
|
66.7K
$9.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.66K+ 8.46% |
$378K - $471K
|
46.9K
$6.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-19.6K- 18.39% |
$2.03M - $2.52M
|
87.2K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.24% |
$309 - $386
|
1.28K
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 4.96% |
$208K - $259K
|
42.7K
$5.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
553+ 189.38% |
$57K - $71.1K
|
845
$115K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-200- 2.92% |
$20.6K - $25.7K
|
6.65K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.67K+ 54.15% |
$172K - $215K
|
4.76K
$650K
|
|
|
Jul 28, 2025
Q2 2025
|
Galilei Investment Office LLP
London, X0 |
SELL
|
- |
-2.34K- 4.08% |
$241K - $300K
|
54.9K
$7.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
304+ 1.79% |
$31.4K - $39.1K
|
17.2K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-40K- 93.07% |
$4.13M - $5.14M
|
2.98K
$407K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5+ 0.1% |
$516 - $643
|
4.88K
$667K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.9K- 47.51% |
$1.23M - $1.53M
|
13.2K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
771+ 26.56% |
$79.5K - $99.1K
|
3.67K
$502K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-176- 3.14% |
$18.2K - $22.6K
|
5.43K
$741K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.73K
$373K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.74K+ 79.65% |
$592K - $737K
|
12.9K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.92K+ 25.75% |
$611K - $761K
|
28.9K
$3.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
457+ 0.38% |
$47.1K - $58.7K
|
121K
$16.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 21.08% |
$339K - $422K
|
18.9K
$2.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 1.08% |
$309 - $386
|
275
$37.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
166+ 30.63% |
$17.1K - $21.3K
|
708
$96.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.71K+ 152.76% |
$382K - $476K
|
6.13K
$838K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.3K+ 221.18% |
$1.89M - $2.36M
|
26.6K
$3.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
382K+ 76.75% |
$39.4M - $49.1M
|
880K
$120M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.69K- 15.24% |
$690K - $860K
|
37.2K
$5.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
740+ 28.4% |
$76.3K - $95.1K
|
3.35K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.01% |
$103 - $129
|
14.2K
$1.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
44.1K+ 218.71% |
$4.55M - $5.66M
|
64.2K
$8.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.25K+ 18.83% |
$851K - $1.06M
|
52.1K
$7.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23.6K- 79.09% |
$2.44M - $3.04M
|
6.25K
$853K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-572- 6.65% |
$59K - $73.5K
|
8.03K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$206 - $257
|
8.03K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54+ 0.17% |
$5.57K - $6.94K
|
31K
$4.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
69+ 10.45% |
$7.12K - $8.87K
|
729
$99.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
62.9KNew |
$6.49M - $8.08M
|
62.9K
$8.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.3K- 14.94% |
$1.07M - $1.33M
|
58.8K
$8.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.6KNew |
$165K - $206K
|
1.6K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
685+ 8.32% |
$70.7K - $88K
|
8.91K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
196+ 1.23% |
$20.2K - $25.2K
|
16.1K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
885+ 0.55% |
$91.3K - $114K
|
162K
$22.1M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
8.7K+ 6.37% |
$897K - $1.12M
|
145K
$19.8M
|