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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
120+ 4.39% |
$13.8K - $14.9K
|
2.85K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
34+ 0.05% |
$3.91K - $4.21K
|
62.1K
$8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
699+ 19.35% |
$80.4K - $86.7K
|
4.31K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-252- 37.39% |
$29K - $31.2K
|
422
$54.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
661K+ 112.23% |
$76M - $81.9M
|
1.25M
$161M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.8K+ 12.97% |
$4.59M - $4.94M
|
347K
$44.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-33.6K- 29.89% |
$3.87M - $4.17M
|
78.9K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
5.03KNew |
$579K - $624K
|
5.03K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-282- 1.26% |
$32.5K - $35K
|
22.1K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
160+ 2.34% |
$18.4K - $19.8K
|
7K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 2.63% |
$181K - $196K
|
58.3K
$7.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.77KNew |
$204K - $219K
|
1.77K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.7K- 96.8% |
$8.71M - $9.39M
|
2.5K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-267- 1.88% |
$30.7K - $33.1K
|
14K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
869+ 21.55% |
$100K - $108K
|
4.9K
$631K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.11K- 6.9% |
$243K - $262K
|
28.5K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.48K+ 18.04% |
$170K - $183K
|
9.69K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.59K+ 8.93% |
$414K - $446K
|
43.8K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.34% |
$1.61K - $1.74K
|
4.1K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-124- 4.62% |
$14.3K - $15.4K
|
2.56K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.78K+ 289.18% |
$320K - $345K
|
3.74K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.81K+ 16.65% |
$1.13M - $1.22M
|
68.7K
$8.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
71+ 0.99% |
$8.17K - $8.8K
|
7.22K
$929K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.53K- 50.5% |
$291K - $314K
|
2.48K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
206+ 6.59% |
$23.7K - $25.5K
|
3.33K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41.2K+ 18.43% |
$4.74M - $5.11M
|
265K
$34.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
723New |
$83.2K - $89.6K
|
723
$93.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.46% |
$2.19K - $2.36K
|
4.16K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-130- 2.86% |
$15K - $16.1K
|
4.41K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$115 - $124
|
4.13K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
113+ 0.68% |
$13K - $14K
|
16.7K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 23.15% |
$20.8M - $22.4M
|
959K
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
572+ 7.9% |
$65.8K - $70.9K
|
7.82K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-99K- 79.56% |
$11.4M - $12.3M
|
25.4K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-15.5K- 27.68% |
$1.79M - $1.92M
|
40.6K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$390K - $420K
|
3.39K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2K- 31.68% |
$230K - $248K
|
4.31K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
112+ 2.05% |
$12.9K - $13.9K
|
5.57K
$717K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-27.4K- 10.98% |
$3.15M - $3.39M
|
222K
$28.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.22K+ 5.46% |
$255K - $275K
|
42.8K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
60+ 1.62% |
$6.9K - $7.44K
|
3.76K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-475- 14.92% |
$54.7K - $58.9K
|
2.71K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-2.91K- 0.49% |
$335K - $361K
|
593K
$76.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.14K- 8.17% |
$937K - $1.01M
|
91.5K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-8.62K- 59.22% |
$991K - $1.07M
|
5.93K
$764K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.19K+ 59.27% |
$136K - $147K
|
3.19K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
494New |
$56.8K - $61.2K
|
494
$63.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 1.6% |
$288K - $310K
|
159K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.8% |
$11.5K - $12.4K
|
3.47K
$447K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
5.4KNew |
$621K - $669K
|
5.4K
$695K
|