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 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 3.88% |
$525 - $568
|
124
$14.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$3.36K - $3.63K
|
6.23K
$736K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23.6K- 48.51% |
$2.48M - $2.68M
|
25.1K
$2.96M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-210- 0.18% |
$22K - $23.8K
|
116K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.31K - $2.5K
|
22
$2.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 0.37% |
$735 - $795
|
1.89K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
170K+ 53.81% |
$17.8M - $19.3M
|
486K
$57.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 38.13% |
$124K - $134K
|
1.91K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 5.8% |
$2.73K - $2.95K
|
422
$49.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.12KNew |
$223K - $241K
|
2.12K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
17.7K+ 53772.73% |
$1.86M - $2.01M
|
17.8K
$2.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$42.8K - $46.3K
|
408
$48.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
45.1KNew |
$4.74M - $5.12M
|
45.1K
$5.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-131- 27.99% |
$13.7K - $14.9K
|
337
$39.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
146New |
$15.3K - $16.6K
|
146
$17.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
72New |
$7.56K - $8.17K
|
72
$8.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-90- 2.24% |
$9.44K - $10.2K
|
3.93K
$464K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$210 - $227
|
2
$236
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.88KNew |
$302K - $327K
|
2.88K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-58- 1.82% |
$6.09K - $6.58K
|
3.13K
$369K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$105 - $114
|
3.76K
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-460- 22.36% |
$48.3K - $52.2K
|
1.6K
$189K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
9.81KNew |
$1.03M - $1.11M
|
9.81K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-270- 0.43% |
$28.3K - $30.6K
|
62.6K
$7.39M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-595- 3.44% |
$62.4K - $67.5K
|
16.7K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.02K- 32.45% |
$317K - $343K
|
6.29K
$743K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.92KNew |
$517K - $559K
|
4.92K
$581K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-68- 53.13% |
$7.14K - $7.72K
|
60
$7.08K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 25.82% |
$31.5K - $34.1K
|
1.46K
$173K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$630 - $681
|
10.5K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-73.3K- 98.92% |
$7.69M - $8.32M
|
800
$94.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 3.13% |
$210 - $227
|
66
$7.79K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-8- 0.42% |
$840 - $908
|
1.9K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-301- 3.82% |
$31.6K - $34.2K
|
7.58K
$895K
|
|
|
Jul 15, 2024
Q2 2024
|
University Of Chicago
Chicago, IL |
BUY
|
- |
275K+ 451.59% |
$28.8M - $31.2M
|
335K
$39.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.79K+ 45.06% |
$187K - $203K
|
5.75K
$678K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-90- 0.8% |
$9.44K - $10.2K
|
11.1K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-57- 0.18% |
$5.98K - $6.47K
|
30.9K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-45- 1.74% |
$4.72K - $5.11K
|
2.55K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.88% |
$105 - $114
|
114
$13.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 26.11% |
$5.56K - $6.02K
|
150
$17.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
246New |
$25.8K - $27.9K
|
246
$29K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
986+ 37.15% |
$103K - $112K
|
3.64K
$430K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.25K+ 220.5% |
$341K - $369K
|
4.72K
$557K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$210 - $227
|
2
$236
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.6K+ 4.02% |
$2.05M - $2.22M
|
506K
$59.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.74K- 27.32% |
$182K - $197K
|
4.62K
$546K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
118New |
$12.4K - $13.4K
|
118
$13.9K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.64% |
$26.2K - $28.4K
|
4.18K
$493K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46+ 4600.0% |
$4.83K - $5.22K
|
47
$5.55K
|