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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70New |
$8.2K - $8.61K
|
70
$9.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.56K- 16.71% |
$1M - $1.05M
|
42.7K
$5.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
974KNew |
$114M - $120M
|
974K
$125M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$3.28K - $3.45K
|
28
$3.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.08KNew |
$127K - $133K
|
1.08K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 30.92% |
$381K - $400K
|
7.27K
$936K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.84% |
$34.9K - $36.7K
|
10.2K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-343- 5.99% |
$40.2K - $42.2K
|
5.38K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 33.33% |
$11.7K - $12.3K
|
200
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.64% |
$7.26K - $7.63K
|
9.62K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.76% |
$7.38K - $7.75K
|
8.33K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-172- 1.66% |
$20.1K - $21.2K
|
10.2K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.05% |
$234 - $246
|
3.76K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.85K+ 2.8% |
$334K - $351K
|
105K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
414New |
$48.5K - $51K
|
414
$53.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
16.4KNew |
$1.92M - $2.02M
|
16.4K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.25KNew |
$263K - $276K
|
2.25K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
740+ 12.56% |
$86.6K - $91.1K
|
6.63K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.57% |
$117 - $123
|
176
$22.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16.7KNew |
$1.96M - $2.06M
|
16.7K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-152- 5.64% |
$17.8K - $18.7K
|
2.54K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.74K- 65.83% |
$907K - $953K
|
4.02K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
630New |
$73.8K - $77.5K
|
630
$81.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 2.1% |
$1.17K - $1.23K
|
487
$62.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.1KNew |
$1.54M - $1.62M
|
13.1K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.18KNew |
$255K - $268K
|
2.18K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
818New |
$95.8K - $101K
|
818
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
359New |
$42K - $44.2K
|
359
$46.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.9KNew |
$223K - $234K
|
1.9K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.1KNew |
$1.19M - $1.25M
|
10.1K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.8KNew |
$210K - $221K
|
1.8K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.99% |
$4.45K - $4.68K
|
3.87K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.78% |
$117 - $123
|
129
$16.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22+ 0.72% |
$2.58K - $2.71K
|
3.06K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25- 17.48% |
$2.93K - $3.08K
|
118
$15.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-18- 1.03% |
$2.11K - $2.22K
|
1.74K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$2.74M - $2.88M
|
23.4K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.46K- 23.39% |
$288K - $302K
|
8.04K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-140- 0.84% |
$16.4K - $17.2K
|
16.6K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.81% |
$58.5K - $61.5K
|
61.4K
$7.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 2.13% |
$117 - $123
|
48
$6.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 0.06% |
$468 - $492
|
7.26K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$117 - $123
|
119
$15.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
480+ 21.71% |
$56.2K - $59.1K
|
2.69K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$10.8K - $11.3K
|
92
$11.8K
|