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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.27K+ 6.21% |
$783K - $872K
|
124K
$14.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49K+ 11.58% |
$268K - $298K
|
24K
$2.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.05K+ 2.12% |
$113K - $125K
|
50.2K
$5.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-203- 4.03% |
$21.9K - $24.4K
|
4.83K
$570K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-71- 1.39% |
$7.65K - $8.52K
|
5.05K
$597K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-263- 7.91% |
$28.3K - $31.5K
|
3.06K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15+ 0.34% |
$1.62K - $1.8K
|
4.46K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-441- 7.01% |
$47.5K - $52.9K
|
5.85K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-422- 10.67% |
$45.5K - $50.6K
|
3.53K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
73+ 20.51% |
$7.86K - $8.76K
|
429
$50.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-303- 1.24% |
$32.6K - $36.3K
|
24.1K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.25% |
$1.08K - $1.2K
|
790
$93.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.63K+ 3.44% |
$175K - $195K
|
48.9K
$5.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.5K- 5.62% |
$3.07M - $3.41M
|
478K
$56.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-97- 3.4% |
$10.4K - $11.6K
|
2.76K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.67K+ 117.02% |
$611K - $680K
|
10.5K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.76KNew |
$190K - $211K
|
1.76K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.25K+ 14.87% |
$350K - $390K
|
25.1K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-166- 8.6% |
$17.9K - $19.9K
|
1.76K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
376+ 0.76% |
$40.5K - $45.1K
|
50K
$5.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.44K- 59.82% |
$371K - $413K
|
2.31K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$45.8K - $51K
|
425
$50.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-220- 4.65% |
$23.7K - $26.4K
|
4.52K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$431 - $480
|
7.87K
$930K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 37.5% |
$16.2K - $18K
|
250
$29.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.27K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.17KNew |
$234K - $260K
|
2.17K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
55+ 1.62% |
$5.92K - $6.6K
|
3.46K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
193+ 772.0% |
$20.8K - $23.2K
|
218
$25.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.13KNew |
$552K - $615K
|
5.13K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
874+ 6.14% |
$94.1K - $105K
|
15.1K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-970- 2.56% |
$104K - $116K
|
36.9K
$4.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
349+ 1.59% |
$37.6K - $41.9K
|
22.4K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
44+ 0.9% |
$4.74K - $5.28K
|
4.93K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-755- 14.34% |
$81.3K - $90.6K
|
4.51K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
15.4K+ 2.91% |
$1.66M - $1.85M
|
544K
$64.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-219- 5.15% |
$23.6K - $26.3K
|
4.04K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.38K- 4.09% |
$364K - $406K
|
79.4K
$9.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-190- 3.93% |
$20.5K - $22.8K
|
4.64K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-114- 0.29% |
$12.3K - $13.7K
|
39.7K
$4.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.24% |
$2.59K - $2.88K
|
10K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
978+ 0.27% |
$105K - $117K
|
358K
$42.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-427- 0.94% |
$46K - $51.2K
|
44.8K
$5.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$108 - $120
|
3.65K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.95K- 3.04% |
$210K - $233K
|
62K
$7.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
355+ 10.32% |
$38.2K - $42.6K
|
3.8K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2- 0.03% |
$215 - $240
|
6.07K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
275+ 1.74% |
$29.6K - $33K
|
16.1K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
43.4KNew |
$4.68M - $5.21M
|
43.4K
$5.12M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
8+ 4.97% |
$862 - $960
|
169
$20K
|