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 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-82- 1.41% |
$8.46K - $10.5K
|
5.73K
$783K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.6K- 72.23% |
$3.16M - $3.93M
|
11.8K
$1.61M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.7K+ 3.69% |
$4.92M - $6.13M
|
1.34M
$183M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.03K- 16.54% |
$622K - $774K
|
30.4K
$4.15M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 3.07% |
$8.15K - $10.2K
|
2.66K
$363K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 22.14% |
$142K - $177K
|
4.85K
$663K
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$103 - $129
|
3.77K
$514K
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-517- 16.46% |
$53.3K - $66.4K
|
2.62K
$358K
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
472+ 1.18% |
$48.7K - $60.7K
|
40.6K
$5.55M
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
31K+ 10.84% |
$3.2M - $3.99M
|
317K
$43.3M
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $129
|
8.53K
$1.17M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.2K+ 53.3% |
$1.16M - $1.44M
|
32.2K
$4.4M
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
421+ 6.74% |
$43.4K - $54.1K
|
6.67K
$911K
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.25K- 9.11% |
$129K - $161K
|
12.5K
$1.71M
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8+ 0.41% |
$825 - $1.03K
|
1.98K
$270K
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-75- 4.97% |
$7.74K - $9.64K
|
1.44K
$196K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.88K- 6.5% |
$400K - $498K
|
55.8K
$7.62M
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-141- 3.13% |
$14.5K - $18.1K
|
4.37K
$597K
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-180- 1.08% |
$18.6K - $23.1K
|
16.6K
$2.26M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-153- 2.91% |
$15.8K - $19.7K
|
5.11K
$697K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.4K+ 2.58% |
$145K - $180K
|
55.7K
$7.61M
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
189+ 5.48% |
$19.5K - $24.3K
|
3.64K
$497K
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-30- 1.45% |
$3.09K - $3.86K
|
2.04K
$279K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-309- 1.17% |
$31.9K - $39.7K
|
26.2K
$3.58M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
16+ 0.56% |
$1.65K - $2.06K
|
2.9K
$395K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.61K+ 5.94% |
$269K - $335K
|
46.5K
$6.35M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21.6K- 87.17% |
$2.23M - $2.78M
|
3.18K
$434K
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
222+ 4.8% |
$22.9K - $28.5K
|
4.85K
$662K
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
578+ 3.78% |
$59.6K - $74.3K
|
15.9K
$2.17M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-8.79K- 6.48% |
$907K - $1.13M
|
127K
$17.3M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
301+ 3.76% |
$31.1K - $38.7K
|
8.3K
$1.13M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.26K+ 3.77% |
$233K - $290K
|
62.1K
$8.49M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11+ 0.79% |
$1.13K - $1.41K
|
1.4K
$191K
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
69+ 51.88% |
$7.12K - $8.87K
|
202
$27.6K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.56K- 12.99% |
$160K - $200K
|
10.4K
$1.42M
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
88+ 0.18% |
$9.08K - $11.3K
|
50.2K
$6.86M
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-464- 10.53% |
$47.9K - $59.6K
|
3.94K
$539K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-11.4K- 47.05% |
$1.18M - $1.47M
|
12.8K
$1.75M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-65- 0.06% |
$6.71K - $8.35K
|
103K
$14.1M
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.42K
$331K
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.35K+ 17.1% |
$139K - $174K
|
9.26K
$1.26M
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
285+ 2.35% |
$29.4K - $36.6K
|
12.4K
$1.7M
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
573+ 18.63% |
$59.1K - $73.6K
|
3.65K
$498K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01K+ 10.81% |
$311K - $387K
|
30.9K
$4.22M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
115K+ 4.34% |
$11.9M - $14.8M
|
2.77M
$378M
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 5.48% |
$413 - $514
|
69
$9.43K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.81K+ 12.55% |
$186K - $232K
|
16.2K
$2.21M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.39K+ 14.84% |
$246K - $307K
|
18.5K
$2.52M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1.18M- 99.04% |
$122M - $152M
|
11.4K
$1.56M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 0.46% |
$1.96K - $2.44K
|
4.12K
$563K
|