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 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-44- 1.59% |
$4.74K - $5.28K
|
2.73K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-217- 0.61% |
$23.4K - $26K
|
35.1K
$4.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
38+ 1.64% |
$4.09K - $4.56K
|
2.36K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
230+ 3.32% |
$24.8K - $27.6K
|
7.15K
$844K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
172+ 1.66% |
$18.5K - $20.6K
|
10.6K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
12.9K+ 7.21% |
$1.39M - $1.54M
|
192K
$22.6M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-214- 6.14% |
$23.1K - $25.7K
|
3.27K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.6K+ 0.31% |
$172K - $192K
|
519K
$61.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.23% |
$539 - $600
|
2.18K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10+ 0.26% |
$1.08K - $1.2K
|
3.9K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 0.28% |
$40.3K - $44.9K
|
135K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-319- 7.85% |
$34.4K - $38.3K
|
3.75K
$442K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 2.27% |
$53.9K - $60K
|
21.5K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
135+ 6.26% |
$14.5K - $16.2K
|
2.29K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-771- 8.17% |
$83.1K - $92.5K
|
8.66K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-375- 8.21% |
$40.4K - $45K
|
4.2K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
149+ 2.85% |
$16.1K - $17.9K
|
5.38K
$636K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-84- 3.2% |
$9.05K - $10.1K
|
2.54K
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-107K- 25.47% |
$11.6M - $12.9M
|
314K
$37.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.5K+ 4.02% |
$377K - $420K
|
90.6K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.33K+ 3.34% |
$897K - $999K
|
257K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.89K- 1.9% |
$419K - $467K
|
201K
$23.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.57K+ 4.08% |
$170K - $189K
|
40.2K
$4.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-290- 0.53% |
$31.2K - $34.8K
|
54.8K
$6.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.83KNew |
$197K - $219K
|
1.83K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-576- 1.82% |
$62K - $69.1K
|
31.2K
$3.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23K- 7.97% |
$133K - $148K
|
14.2K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$108 - $120
|
676
$79.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-87- 0.53% |
$9.37K - $10.4K
|
16.3K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.96K- 6.78% |
$211K - $235K
|
26.9K
$3.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.14K- 9.59% |
$446K - $496K
|
39K
$4.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-270- 2.68% |
$29.1K - $32.4K
|
9.79K
$1.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2+ 0.09% |
$215 - $240
|
2.17K
$256K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
229+ 0.12% |
$24K - $26K
|
188K
$22.2M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.32K- 9.58% |
$244K - $264K
|
21.9K
$2.59M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12+ 0.51% |
$1.26K - $1.36K
|
2.34K
$277K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-245- 1.4% |
$25.7K - $27.8K
|
17.2K
$2.03M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.09K- 8.2% |
$115K - $124K
|
12.2K
$1.44M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.76K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$241K - $261K
|
2.3K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.68K- 50.82% |
$596K - $644K
|
5.49K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
100KNew |
$10.5M - $11.4M
|
100K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
9.01KNew |
$945K - $1.02M
|
9.01K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.07K+ 57.27% |
$636K - $688K
|
16.7K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.83K+ 33.02% |
$297K - $321K
|
11.4K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-2K- 51.28% |
$210K - $227K
|
1.9K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-79.2K- 42.7% |
$8.31M - $8.99M
|
106K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-32.4K- 40.12% |
$3.4M - $3.67M
|
48.3K
$5.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.7K- 85.42% |
$4.37M - $4.73M
|
7.11K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.91K+ 2.25% |
$200K - $217K
|
86.8K
$10.2M
|
|