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 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
1.4K+ 16.87% |
$144K - $180K
|
9.7K
$1.33M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 10.05% |
$713K - $888K
|
75.6K
$10.3M
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-29.9K- 87.57% |
$3.08M - $3.84M
|
4.24K
$579K
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 0.7% |
$5.36K - $6.68K
|
7.36K
$1M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 8.79% |
$109K - $135K
|
13K
$1.78M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
140+ 19.58% |
$14.4K - $18K
|
855
$117K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.86KNew |
$192K - $240K
|
1.86K
$255K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-74- 42.29% |
$7.63K - $9.51K
|
101
$13.8K
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$103 - $129
|
6K
$820K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.76KNew |
$182K - $227K
|
1.76K
$241K
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-513- 5.88% |
$52.9K - $65.9K
|
8.22K
$1.12M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 5.9% |
$20.5K - $25.6K
|
3.57K
$488K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
565+ 3.65% |
$58.3K - $72.6K
|
16K
$2.19M
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-892- 9.24% |
$92K - $115K
|
8.76K
$1.2M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.5% |
$6.5K - $8.1K
|
12.7K
$1.73M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
317+ 0.86% |
$32.7K - $40.7K
|
37.4K
$5.1M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
49+ 0.21% |
$5.05K - $6.3K
|
23.4K
$3.2M
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-63- 0.38% |
$6.5K - $8.1K
|
16.7K
$2.27M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.13% |
$6.09K - $7.58K
|
44.1K
$6.02M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.69KNew |
$174K - $217K
|
1.69K
$230K
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-21.9K- 4.6% |
$2.25M - $2.81M
|
453K
$61.8M
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.03% |
$206 - $257
|
5.81K
$793K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
237+ 2.9% |
$24.4K - $30.5K
|
8.4K
$1.15M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.31K- 9.69% |
$238K - $297K
|
21.5K
$2.94M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
100+ 3.94% |
$10.3K - $12.9K
|
2.64K
$360K
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-39- 1.4% |
$4.02K - $5.01K
|
2.75K
$375K
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.13K+ 4.48% |
$220K - $274K
|
49.7K
$6.79M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 829.46% |
$110K - $138K
|
1.2K
$164K
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
122+ 0.73% |
$12.6K - $15.7K
|
16.9K
$2.3M
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.55% |
$309 - $386
|
551
$75.3K
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.12% |
$103 - $129
|
819
$112K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
917+ 3.66% |
$94.6K - $118K
|
26K
$3.55M
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-965- 26.24% |
$99.5K - $124K
|
2.71K
$370K
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 50.0% |
$103 - $129
|
3
$410
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
309+ 0.65% |
$31.9K - $39.7K
|
47.8K
$6.53M
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-134- 21.79% |
$13.8K - $17.2K
|
481
$65.7K
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-20- 0.78% |
$2.06K - $2.57K
|
2.53K
$345K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
75+ 2.16% |
$7.74K - $9.64K
|
3.55K
$485K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
430+ 6.87% |
$44.4K - $55.3K
|
6.69K
$914K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.51K+ 71.52% |
$568K - $708K
|
13.2K
$1.8M
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
5.42K+ 96.77% |
$559K - $696K
|
11K
$1.5M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.54K- 4.34% |
$468K - $583K
|
100K
$13.7M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.15K+ 7.49% |
$325K - $405K
|
45.2K
$6.18M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.36% |
$1.65K - $2.06K
|
4.37K
$597K
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
7.63KNew |
$787K - $981K
|
7.63K
$1.04M
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 43.53% |
$116K - $145K
|
3.71K
$507K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
727+ 38.94% |
$75K - $93.4K
|
2.59K
$354K
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28+ 1.0% |
$2.89K - $3.6K
|
2.83K
$386K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-578- 10.68% |
$59.6K - $74.3K
|
4.83K
$660K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74KNew |
$179K - $223K
|
1.74K
$237K
|