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 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.19% |
$806 - $868
|
3.73K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
800+ 19.02% |
$92.1K - $99.2K
|
5.01K
$645K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.61KNew |
$300K - $323K
|
2.61K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.51KNew |
$289K - $311K
|
2.51K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17+ 0.58% |
$1.96K - $2.11K
|
2.97K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 2.11% |
$690 - $744
|
278
$35.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-942- 5.92% |
$108K - $117K
|
15K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-881- 9.61% |
$101K - $109K
|
8.29K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
41New |
$4.72K - $5.08K
|
41
$5.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.6KNew |
$414K - $446K
|
3.6K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.06K+ 1.84% |
$1.04M - $1.12M
|
501K
$64.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-445- 7.73% |
$51.2K - $55.2K
|
5.31K
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1+ 0.04% |
$115 - $124
|
2.42K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-169- 42.25% |
$19.4K - $21K
|
231
$29.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-161- 2.1% |
$18.5K - $20K
|
7.52K
$968K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 0.01% |
$115 - $124
|
13.8K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4- 0.09% |
$460 - $496
|
4.43K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-105- 2.28% |
$12.1K - $13K
|
4.51K
$580K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-55- 0.87% |
$6.33K - $6.82K
|
6.26K
$806K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
577+ 7.28% |
$66.4K - $71.5K
|
8.5K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
184+ 1.98% |
$21.2K - $22.8K
|
9.48K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
89.5KNew |
$10.3M - $11.1M
|
89.5K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 2.11% |
$1.5K - $1.61K
|
630
$81.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.6KNew |
$644K - $694K
|
5.6K
$721K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-69- 20.0% |
$7.94K - $8.55K
|
276
$35.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
11+ 0.28% |
$1.27K - $1.36K
|
3.92K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$1.61K - $1.74K
|
40.7K
$5.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-150- 1.43% |
$17.3K - $18.6K
|
10.4K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$345 - $372
|
2.36K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.62K+ 5.83% |
$301K - $325K
|
47.5K
$6.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 7.98% |
$1.83M - $1.97M
|
216K
$27.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
31+ 1.99% |
$3.57K - $3.84K
|
1.59K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
80+ 0.08% |
$9.21K - $9.92K
|
103K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
158+ 0.54% |
$18.2K - $19.6K
|
29.5K
$3.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-606- 22.91% |
$69.7K - $75.1K
|
2.04K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-181- 5.45% |
$20.8K - $22.4K
|
3.14K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-874- 3.61% |
$101K - $108K
|
23.3K
$3.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.34% |
$230 - $248
|
589
$75.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
615New |
$70.8K - $76.2K
|
615
$79.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$261K - $281K
|
2.27K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.79% |
$11K - $11.9K
|
12K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.08K- 3.82% |
$700K - $754K
|
153K
$19.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-106- 84.13% |
$12.2K - $13.1K
|
20
$2.58K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$174K - $187K
|
1.51K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.7KNew |
$2.15M - $2.32M
|
18.7K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
12+ 0.58% |
$1.38K - $1.49K
|
2.09K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.16K+ 16.25% |
$249K - $268K
|
15.5K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.84K- 50.0% |
$212K - $228K
|
1.84K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.52K+ 95.27% |
$290K - $312K
|
5.17K
$665K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34K+ 4.07% |
$269K - $290K
|
59.9K
$7.71M
|