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 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-156- 2.08% |
$16.1K - $20K
|
7.36K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 5.35% |
$11.2K - $14K
|
2.15K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.79% |
$4.13K - $5.14K
|
5.08K
$694K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.48K- 26.86% |
$256K - $319K
|
6.76K
$923K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.24% |
$825 - $1.03K
|
3.34K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-357- 13.02% |
$36.8K - $45.9K
|
2.39K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$722 - $900
|
2.49K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-165- 0.38% |
$17K - $21.2K
|
43.2K
$5.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 1.48% |
$13.5K - $16.8K
|
9.01K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
85+ 2.29% |
$8.77K - $10.9K
|
3.79K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
212+ 2.49% |
$21.9K - $27.2K
|
8.71K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.78% |
$160K - $199K
|
198K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 8.65% |
$220K - $274K
|
22.6K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.57KNew |
$162K - $201K
|
1.57K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
847+ 3.13% |
$87.4K - $109K
|
27.9K
$3.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-24- 0.04% |
$2.48K - $3.08K
|
58.3K
$7.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-671- 8.19% |
$69.2K - $86.2K
|
7.53K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-163- 0.99% |
$16.8K - $20.9K
|
16.2K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.35K+ 3.08% |
$139K - $173K
|
45.2K
$6.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.4K+ 365.63% |
$1.07M - $1.34M
|
13.2K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
114+ 6.28% |
$11.8K - $14.7K
|
1.93K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-70.1K- 76.57% |
$7.23M - $9.01M
|
21.4K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-32- 5.06% |
$3.3K - $4.11K
|
600
$82K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 1.88% |
$204K - $255K
|
104K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
55New |
$5.67K - $7.07K
|
55
$7.51K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.44K- 14.87% |
$149K - $185K
|
8.25K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 0.17% |
$619 - $771
|
3.54K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
856+ 12.32% |
$88.3K - $110K
|
7.81K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.15K+ 76.17% |
$222K - $277K
|
4.98K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10.3KNew |
$1.07M - $1.33M
|
10.3K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-282- 4.22% |
$29.1K - $36.2K
|
6.39K
$873K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-436- 3.96% |
$45K - $56K
|
10.6K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
353+ 1.89% |
$36.4K - $45.4K
|
19K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-645- 12.57% |
$66.5K - $82.9K
|
4.49K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 0.32% |
$44.7K - $55.6K
|
136K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13+ 0.47% |
$1.34K - $1.67K
|
2.78K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.47K- 39.17% |
$462K - $575K
|
6.95K
$949K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
102+ 0.15% |
$10.5K - $13.1K
|
70.3K
$9.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328+ 0.15% |
$33.8K - $42.2K
|
216K
$29.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-126K- 96.84% |
$13M - $16.2M
|
4.13K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100- 1.8% |
$10.3K - $12.9K
|
5.47K
$747K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$173K - $215K
|
1.67K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-3.31K- 27.36% |
$341K - $425K
|
8.79K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
5.34KNew |
$551K - $686K
|
5.34K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
557+ 1.14% |
$57.5K - $71.6K
|
49.6K
$6.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$291K - $363K
|
2.82K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.92% |
$103 - $129
|
51
$6.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 1.96% |
$619 - $771
|
300
$41K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 4.85% |
$28.4K - $35.3K
|
5.4K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.64K+ 4.83% |
$478K - $596K
|
101K
$13.8M
|