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 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3K- 95.75% |
$345K - $372K
|
133
$17.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-66.7K- 49.1% |
$7.68M - $8.27M
|
69.2K
$8.91M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
561+ 4.85% |
$64.6K - $69.5K
|
12.1K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.73K- 6.76% |
$199K - $214K
|
23.9K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 0.58% |
$690 - $744
|
1.04K
$134K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 2.94% |
$575 - $620
|
175
$22.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.48K+ 1.24% |
$170K - $183K
|
121K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.09% |
$2.42K - $2.6K
|
22.5K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42- 0.02% |
$4.83K - $5.21K
|
198K
$25.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-363- 3.44% |
$41.8K - $45K
|
10.2K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-361- 13.5% |
$41.5K - $44.8K
|
2.31K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-243- 0.49% |
$28K - $30.1K
|
49K
$6.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 0.35% |
$921 - $992
|
2.25K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
413+ 13.96% |
$47.5K - $51.2K
|
3.37K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 7.34% |
$527K - $567K
|
66.9K
$8.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
93+ 0.91% |
$10.7K - $11.5K
|
10.3K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
88+ 0.86% |
$10.1K - $10.9K
|
10.3K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.74K+ 3.32% |
$201K - $216K
|
54.3K
$6.99M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15+ 65.22% |
$1.73K - $1.86K
|
38
$4.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-304- 1.33% |
$35K - $37.7K
|
22.5K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-237- 6.97% |
$27.3K - $29.4K
|
3.16K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.85K+ 4.4% |
$212K - $229K
|
43.8K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
638+ 16.36% |
$73.4K - $79.1K
|
4.54K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
22+ 0.22% |
$2.53K - $2.73K
|
10.1K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-40- 1.93% |
$4.6K - $4.96K
|
2.04K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
286+ 11.44% |
$32.9K - $35.5K
|
2.79K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.32% |
$1.73K - $1.86K
|
4.67K
$602K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47- 38.84% |
$5.41K - $5.83K
|
74
$9.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-332- 29.0% |
$38.2K - $41.2K
|
813
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
129+ 3.61% |
$14.8K - $16K
|
3.71K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-527- 3.06% |
$60.6K - $65.3K
|
16.7K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.87K- 1.58% |
$215K - $231K
|
116K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-650- 4.12% |
$74.8K - $80.6K
|
15.1K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-688- 1.98% |
$79.2K - $85.3K
|
34.1K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
236New |
$27.2K - $29.3K
|
236
$30.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.96KNew |
$226K - $243K
|
1.96K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.45K+ 43.51% |
$972K - $1.05M
|
27.9K
$3.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $124
|
1.39K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.73K- 39.94% |
$199K - $215K
|
2.61K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
560+ 5.17% |
$64.4K - $69.4K
|
11.4K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.87KNew |
$215K - $231K
|
1.87K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-975- 5.62% |
$112K - $121K
|
16.4K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.49% |
$230 - $248
|
413
$53.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 1.64% |
$4.6K - $4.96K
|
2.48K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.51K+ 12.92% |
$173K - $187K
|
13.2K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$4.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
39+ 2.02% |
$4.49K - $4.83K
|
1.97K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-90- 3.32% |
$10.4K - $11.2K
|
2.62K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.6K+ 101.3% |
$2.83M - $3.05M
|
48.9K
$6.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
115New |
$13.2K - $14.3K
|
115
$14.8K
|