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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
189+ 3.91% |
$21.8K - $23.4K
|
5.02K
$646K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
79+ 1.56% |
$9.09K - $9.79K
|
5.13K
$661K
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-298- 8.18% |
$34.3K - $36.9K
|
3.35K
$431K
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-379- 6.02% |
$43.6K - $47K
|
5.92K
$762K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.5K+ 3.73% |
$5.35M - $5.76M
|
1.29M
$166M
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.18K- 38.1% |
$251K - $270K
|
3.54K
$456K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
149+ 1.74% |
$17.1K - $18.5K
|
8.72K
$1.12M
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1K- 31.3% |
$115K - $124K
|
2.2K
$283K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.7K+ 1150.47% |
$2.38M - $2.56M
|
22.4K
$2.89M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.07K- 28.2% |
$238K - $256K
|
5.26K
$677K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.01% |
$115 - $124
|
8.2K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29.3KNew |
$3.37M - $3.63M
|
29.3K
$3.77M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.7KNew |
$1.23M - $1.32M
|
10.7K
$1.37M
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
813+ 13.25% |
$93.6K - $101K
|
6.95K
$895K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.36K+ 2.45% |
$156K - $168K
|
56.8K
$7.31M
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.11K- 41.53% |
$703K - $758K
|
8.6K
$1.11M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
33.2K+ 10.3% |
$3.83M - $4.12M
|
356K
$45.8M
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2.1KNew |
$241K - $260K
|
2.1K
$270K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
312+ 0.23% |
$35.9K - $38.7K
|
136K
$17.5M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
36.7KNew |
$4.22M - $4.55M
|
36.7K
$4.73M
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.84KNew |
$327K - $352K
|
2.84K
$366K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
49+ 15.86% |
$5.64K - $6.07K
|
358
$46.1K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
52+ 1.04% |
$5.98K - $6.45K
|
5.04K
$649K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
332+ 20.76% |
$38.2K - $41.2K
|
1.93K
$249K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.89KNew |
$217K - $234K
|
1.89K
$243K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
208+ 7.23% |
$23.9K - $25.8K
|
3.09K
$397K
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
2.23KNew |
$257K - $276K
|
2.23K
$287K
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-25.5K- 67.79% |
$2.93M - $3.16M
|
12.1K
$1.56M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
5.4K+ 4.44% |
$622K - $670K
|
127K
$16.4M
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 15.12% |
$1.5K - $1.61K
|
73
$9.4K
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-19.5K- 44.4% |
$2.24M - $2.42M
|
24.4K
$3.14M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
20.1K+ 7.88% |
$2.32M - $2.49M
|
275K
$35.5M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-150- 3.92% |
$17.3K - $18.6K
|
3.68K
$473K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.04% |
$230 - $248
|
5.09K
$656K
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
110+ 4.18% |
$12.7K - $13.6K
|
2.74K
$353K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.16K- 11.53% |
$364K - $392K
|
24.2K
$3.12M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 1.02% |
$10.7K - $11.5K
|
9.24K
$1.19M
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
221+ 0.6% |
$25.4K - $27.4K
|
37K
$4.77M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.21K+ 2.96% |
$139K - $150K
|
42.1K
$5.42M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.42K+ 158.99% |
$509K - $548K
|
7.2K
$927K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.0% |
$115 - $124
|
21.1K
$2.71M
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$115 - $124
|
8.53K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.82KNew |
$209K - $225K
|
1.82K
$234K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-169- 3.08% |
$19.4K - $21K
|
5.32K
$685K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
47.6K+ 9.81% |
$5.47M - $5.9M
|
532K
$68.5M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-22- 1.53% |
$2.53K - $2.73K
|
1.42K
$183K
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
75+ 2.56% |
$8.63K - $9.3K
|
3.01K
$387K
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.12K- 1.57% |
$129K - $139K
|
70.2K
$9.03M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.7K- 33.94% |
$3.53M - $3.8M
|
59.7K
$7.68M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
189New |
$21.8K - $23.4K
|
189
$24.3K
|