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 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-143- 50.0% |
$15.4K - $17.2K
|
143
$16.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.27K- 1.81% |
$136K - $152K
|
68.6K
$8.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$108 - $120
|
12.1K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.11K- 2.67% |
$119K - $133K
|
40.2K
$4.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-629- 4.1% |
$67.8K - $75.5K
|
14.7K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-128- 2.46% |
$13.8K - $15.4K
|
5.09K
$600K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
25+ 0.35% |
$2.69K - $3K
|
7.27K
$858K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.4K- 13.42% |
$367K - $408K
|
22K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-456- 0.77% |
$49.1K - $54.7K
|
58.7K
$6.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.96K - $5.52K
|
46
$5.43K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.42K- 12.96% |
$260K - $290K
|
16.2K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
320+ 6.68% |
$34.5K - $38.4K
|
5.11K
$604K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.09% |
$539 - $600
|
5.82K
$687K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-2.43K- 0.82% |
$262K - $292K
|
295K
$34.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.75% |
$108 - $120
|
135
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
57+ 0.56% |
$6.14K - $6.84K
|
10.3K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$431 - $480
|
8.45K
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 0.59% |
$234K - $260K
|
370K
$43.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.4K+ 8.97% |
$3.39M - $3.77M
|
382K
$45.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-45- 1.75% |
$4.85K - $5.4K
|
2.52K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-117- 5.03% |
$12.6K - $14K
|
2.21K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.7K+ 43.34% |
$6.54M - $7.28M
|
201K
$23.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$215 - $240
|
888
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-275- 9.79% |
$29.6K - $33K
|
2.53K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-249- 1.0% |
$26.8K - $29.9K
|
24.6K
$2.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.43K- 2.38% |
$154K - $172K
|
58.8K
$6.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-312- 2.04% |
$33.6K - $37.4K
|
15K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $120
|
9.79K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.88% |
$12.2K - $13.6K
|
12.8K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.44KNew |
$478K - $532K
|
4.44K
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
232+ 10.57% |
$25K - $27.8K
|
2.43K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-457- 1.91% |
$49.2K - $54.8K
|
23.4K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 0.22% |
$862 - $960
|
3.66K
$432K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-92- 0.85% |
$9.91K - $11K
|
10.7K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.37% |
$215 - $240
|
543
$64.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
163+ 1.61% |
$17.6K - $19.6K
|
10.3K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-158- 4.64% |
$17K - $19K
|
3.25K
$384K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.81K+ 22.42% |
$195K - $217K
|
9.87K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-16.9K- 20.94% |
$1.82M - $2.02M
|
63.7K
$7.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
631New |
$68K - $75.7K
|
631
$74.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.6% |
$3.77K - $4.2K
|
5.92K
$699K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$1.51K - $1.68K
|
2.89K
$342K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 2.25% |
$7.97K - $8.88K
|
3.21K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232+ 9.07% |
$25K - $27.8K
|
2.79K
$330K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.62K- 3.27% |
$390K - $434K
|
107K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
481+ 14.91% |
$51.8K - $57.7K
|
3.71K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$280K - $312K
|
2.6K
$307K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
655+ 5.71% |
$70.6K - $78.6K
|
12.1K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
851+ 23.0% |
$91.7K - $102K
|
4.55K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.54K+ 4.52% |
$166K - $185K
|
35.7K
$4.22M
|