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 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.36K
$322K
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
168+ 1.65% |
$17.3K - $21.6K
|
10.4K
$1.41M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.57KNew |
$161K - $201K
|
1.57K
$214K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
840+ 88.42% |
$86.7K - $108K
|
1.79K
$245K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 7.59% |
$248K - $309K
|
34.1K
$4.66M
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
1.68KNew |
$173K - $215K
|
1.68K
$229K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 4.26% |
$13.6K - $17K
|
2.97K
$405K
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.56KNew |
$161K - $200K
|
1.56K
$213K
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-19- 0.2% |
$1.96K - $2.44K
|
9.72K
$1.33M
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
3.1KNew |
$320K - $399K
|
3.1K
$424K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12+ 0.46% |
$1.24K - $1.54K
|
2.63K
$359K
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-228- 1.46% |
$23.5K - $29.3K
|
15.4K
$2.1M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.27K+ 9.58% |
$544K - $678K
|
60.3K
$8.24M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.46KNew |
$976K - $1.22M
|
9.46K
$1.29M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.35KNew |
$345K - $430K
|
3.35K
$457K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
4.13K
$564K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
857+ 1.95% |
$88.4K - $110K
|
44.8K
$6.12M
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$4.13K - $5.14K
|
40
$5.46K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-383- 12.02% |
$39.5K - $49.2K
|
2.8K
$383K
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-569- 5.62% |
$58.7K - $73.1K
|
9.55K
$1.3M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.1K+ 93.44% |
$2.18M - $2.72M
|
43.8K
$5.98M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.1% |
$206 - $257
|
2.04K
$279K
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
80+ 0.08% |
$8.25K - $10.3K
|
105K
$14.3M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
729+ 29.16% |
$75.2K - $93.7K
|
3.23K
$441K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 60.34% |
$248K - $309K
|
1.58K
$216K
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.93K+ 17.81% |
$405K - $505K
|
26K
$3.55M
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-4.76K- 19.48% |
$491K - $611K
|
19.7K
$2.69M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-3.2K- 0.54% |
$331K - $412K
|
590K
$80.5M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.28KNew |
$235K - $293K
|
2.28K
$312K
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.38K+ 10.44% |
$142K - $177K
|
14.5K
$1.99M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
58.1K+ 37.97% |
$6M - $7.47M
|
211K
$28.9M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.3KNew |
$1.17M - $1.45M
|
11.3K
$1.54M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
15.6K+ 145.83% |
$1.6M - $2M
|
26.2K
$3.58M
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
21.4K+ 72.87% |
$2.2M - $2.74M
|
50.7K
$6.92M
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
132+ 0.9% |
$13.6K - $17K
|
14.7K
$2.01M
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 0.49% |
$4.13K - $5.14K
|
8.28K
$1.13M
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.03% |
$309 - $386
|
10.3K
$1.41M
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
928+ 51.1% |
$95.7K - $119K
|
2.74K
$375K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-649- 5.73% |
$67K - $83.4K
|
10.7K
$1.46M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-57- 2.58% |
$5.88K - $7.33K
|
2.15K
$294K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.66K- 38.59% |
$377K - $470K
|
5.82K
$795K
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-308- 11.19% |
$31.8K - $39.6K
|
2.45K
$334K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.15K+ 6.14% |
$118K - $147K
|
19.8K
$2.71M
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
393+ 4.55% |
$40.5K - $50.5K
|
9.04K
$1.23M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
612+ 11.53% |
$63.1K - $78.7K
|
5.92K
$809K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
PUT |
2KNew |
$206K - $257K
|
2K
$273K
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-3.5K- 0.98% |
$361K - $450K
|
352K
$48.1M
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
110+ 1.09% |
$11.3K - $14.1K
|
10.2K
$1.39M
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
213+ 7.86% |
$22K - $27.4K
|
2.92K
$399K
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
145+ 7.27% |
$15K - $18.6K
|
2.14K
$292K
|