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 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.04K+ 7.27% |
$119K - $129K
|
15.3K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-170- 2.24% |
$19.6K - $21.1K
|
7.41K
$954K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.4K- 16.14% |
$851K - $917K
|
38.4K
$4.95M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
193+ 4.91% |
$22.2K - $23.9K
|
4.12K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
289+ 10.81% |
$33.3K - $35.8K
|
2.96K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-41.6K- 60.95% |
$4.79M - $5.16M
|
26.6K
$3.43M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-121- 4.62% |
$13.9K - $15K
|
2.5K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
198+ 9.73% |
$22.8K - $24.5K
|
2.23K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
364+ 0.77% |
$41.9K - $45.1K
|
47.5K
$6.11M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-227- 23.62% |
$26.1K - $28.1K
|
734
$94.5K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
310+ 5.41% |
$35.7K - $38.4K
|
6.04K
$778K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
299+ 4.69% |
$34.4K - $37.1K
|
6.68K
$860K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-383- 4.14% |
$44.1K - $47.5K
|
8.88K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6- 0.25% |
$690 - $744
|
2.38K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.35K+ 6.29% |
$846K - $911K
|
124K
$16M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
9+ 0.33% |
$1.04K - $1.12K
|
2.77K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 9.52% |
$11.5K - $12.4K
|
950
$122K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-69- 0.83% |
$7.94K - $8.55K
|
8.29K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.81K- 13.6% |
$784K - $845K
|
43.3K
$5.57M
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.94K+ 0.98% |
$223K - $240K
|
200K
$25.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-153- 0.49% |
$17.6K - $19K
|
31K
$3.99M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
BUY
|
- |
125+ 1.98% |
$14.4K - $15.5K
|
6.45K
$830K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
88+ 5.03% |
$10.1K - $10.9K
|
1.84K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.17% |
$1.61K - $1.74K
|
660
$85K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
8.8KNew |
$1.01M - $1.09M
|
8.8K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.26K+ 1.37% |
$720K - $775K
|
464K
$59.8M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-243- 7.4% |
$28K - $30.1K
|
3.04K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
162+ 14.59% |
$18.6K - $20.1K
|
1.27K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 0.73% |
$5.29K - $5.7K
|
6.34K
$816K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
218+ 0.89% |
$25.1K - $27K
|
24.7K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.5K- 7.98% |
$1.21M - $1.3M
|
121K
$15.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.53% |
$1.15K - $1.24K
|
1.89K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-586- 1.32% |
$67.4K - $72.6K
|
43.9K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8+ 0.1% |
$921 - $992
|
8.23K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$4.89K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.3K+ 2.21% |
$1.88M - $2.03M
|
757K
$97.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.38KNew |
$505K - $543K
|
4.38K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
560+ 3.61% |
$64.4K - $69.4K
|
16.1K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-190- 0.16% |
$21.9K - $23.6K
|
117K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.96K- 13.45% |
$456K - $491K
|
25.5K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 2.9% |
$417K - $449K
|
121K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
453+ 1.73% |
$52.1K - $56.2K
|
26.7K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
23+ 0.31% |
$2.65K - $2.85K
|
7.34K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 5.9% |
$282K - $303K
|
43.9K
$5.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-645- 0.95% |
$74.2K - $80K
|
67.5K
$8.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.78% |
$921 - $992
|
1.04K
$134K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-50- 0.5% |
$5.75K - $6.2K
|
9.86K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.8K+ 1274.26% |
$4.59M - $4.94M
|
43K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-147- 18.58% |
$16.9K - $18.2K
|
644
$82.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.14K+ 1.46% |
$132K - $142K
|
79.5K
$10.2M
|