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 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
754+ 6.05% |
$81.2K - $90.4K
|
13.2K
$1.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 1.04% |
$108 - $120
|
97
$11.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
154+ 0.61% |
$16.6K - $18.5K
|
25.4K
$3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 3.83% |
$225K - $250K
|
52.4K
$6.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.33K- 6.55% |
$1.01M - $1.12M
|
133K
$15.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-16- 0.14% |
$1.72K - $1.92K
|
11.5K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-16- 0.74% |
$1.72K - $1.92K
|
2.15K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-646- 3.67% |
$69.6K - $77.5K
|
16.9K
$2M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11.4K+ 24.03% |
$1.23M - $1.37M
|
58.8K
$6.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$180K - $201K
|
1.67K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
375+ 11.45% |
$40.4K - $45K
|
3.65K
$431K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.22% |
$10.6K - $11.8K
|
44.1K
$5.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-491- 69.84% |
$52.9K - $58.9K
|
212
$25K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-17K- 43.68% |
$1.84M - $2.04M
|
22K
$2.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
522+ 1.41% |
$56.2K - $62.6K
|
37.6K
$4.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-213- 62.46% |
$22.9K - $25.6K
|
128
$15.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 11.18% |
$202K - $225K
|
14.9K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4+ 0.14% |
$431 - $480
|
2.92K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-222- 33.38% |
$23.9K - $26.6K
|
443
$52.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-666- 14.63% |
$71.7K - $79.9K
|
3.89K
$459K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.24% |
$862 - $960
|
3.3K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-734- 20.5% |
$79.1K - $88.1K
|
2.85K
$336K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.19K+ 185.56% |
$667K - $743K
|
9.53K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
8.53KNew |
$918K - $1.02M
|
8.53K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
645+ 0.45% |
$69.5K - $77.4K
|
143K
$16.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-39.2K- 23.87% |
$4.23M - $4.71M
|
125K
$14.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
240+ 2.78% |
$25.9K - $28.8K
|
8.86K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-950- 7.4% |
$102K - $114K
|
11.9K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
122+ 2.49% |
$13.1K - $14.6K
|
5.01K
$592K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1+ 0.01% |
$108 - $120
|
10.4K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
233New |
$25.1K - $28K
|
233
$27.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.21KNew |
$238K - $265K
|
2.21K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
120+ 0.75% |
$12.9K - $14.4K
|
16.2K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.55K+ 19.5% |
$490K - $546K
|
27.9K
$3.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
458+ 9.04% |
$49.3K - $54.9K
|
5.53K
$653K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.79KNew |
$193K - $215K
|
1.79K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-76- 0.72% |
$8.19K - $9.12K
|
10.5K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
178+ 6.7% |
$19.2K - $21.4K
|
2.83K
$335K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$108 - $120
|
4.13K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
269+ 3.12% |
$29K - $32.3K
|
8.89K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$108 - $120
|
17.7K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-650- 14.73% |
$70K - $78K
|
3.76K
$444K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
45+ 1.16% |
$4.85K - $5.4K
|
3.92K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$75.4K - $84K
|
700
$82.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
23.5K+ 123.58% |
$2.53M - $2.82M
|
42.5K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
117+ 1.2% |
$12.6K - $14K
|
9.87K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
84+ 1.05% |
$9.05K - $10.1K
|
8.11K
$958K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
61New |
$6.57K - $7.32K
|
61
$7.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
43+ 0.12% |
$4.63K - $5.16K
|
36.8K
$4.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$323 - $360
|
11.4K
$1.35M
|