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 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-60- 0.16% |
$6.19K - $7.71K
|
36.6K
$4.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 19.48% |
$215K - $268K
|
8.61K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.87KNew |
$193K - $241K
|
1.87K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10+ 0.31% |
$1.03K - $1.29K
|
3.28K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 0.15% |
$1.24K - $1.54K
|
8.03K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-289- 8.88% |
$29.8K - $37.1K
|
2.96K
$382K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-304- 2.77% |
$31.4K - $39.1K
|
10.7K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.09K+ 3.23% |
$113K - $140K
|
34.8K
$4.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.22% |
$413 - $514
|
1.81K
$232K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 1.04% |
$2.17K - $2.7K
|
2K
$257K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.7K+ 11.65% |
$175K - $219K
|
16.3K
$2.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.05% |
$103 - $129
|
2.18K
$281K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-178- 6.41% |
$18.4K - $22.9K
|
2.6K
$335K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
142+ 1.69% |
$14.6K - $18.2K
|
8.53K
$1.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
516+ 10.3% |
$53.2K - $66.3K
|
5.53K
$711K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.06M+ 1584.68% |
$237M - $256M
|
2.19M
$282M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
40.5KNew |
$4.66M - $5.02M
|
40.5K
$5.21M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-67- 16.26% |
$7.71K - $8.31K
|
345
$44.4K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
11+ 0.3% |
$1.27K - $1.36K
|
3.7K
$476K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.57% |
$230 - $248
|
354
$45.6K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.81KNew |
$208K - $224K
|
1.81K
$232K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
$1.73K - $1.86K
|
15
$1.93K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.5K+ 47.14% |
$5.35M - $5.76M
|
145K
$18.7M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-222- 0.6% |
$25.5K - $27.5K
|
36.7K
$4.73M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.72K- 13.16% |
$197K - $213K
|
11.3K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.77K+ 3.32% |
$204K - $219K
|
55K
$7.09M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
20.4KNew |
$2.34M - $2.53M
|
20.4K
$2.62M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$115 - $124
|
6K
$772K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.2MNew |
$138M - $148M
|
1.2M
$154M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
340+ 39.04% |
$39.1K - $42.1K
|
1.21K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.43KNew |
$279K - $301K
|
2.43K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.5K+ 405.95% |
$3.28M - $3.53M
|
35.5K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-54.4K- 7.34% |
$6.26M - $6.74M
|
687K
$88.4M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.33K- 35.78% |
$153K - $164K
|
2.38K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
93New |
$10.7K - $11.5K
|
93
$12K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 1.38% |
$8.63K - $9.3K
|
5.5K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-25.2K- 27.2% |
$2.9M - $3.13M
|
67.5K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
BUY
|
- |
1.14K+ 39.19% |
$131K - $141K
|
4.04K
$520K
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7.24K+ 43.44% |
$833K - $897K
|
23.9K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.04% |
$575 - $620
|
11.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
249+ 91.21% |
$28.7K - $30.9K
|
522
$67.2K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.3K- 10.65% |
$1.3M - $1.4M
|
94.8K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.81KNew |
$209K - $225K
|
1.81K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.8KNew |
$1.36M - $1.46M
|
11.8K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
66+ 1.36% |
$7.6K - $8.18K
|
4.92K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 0.14% |
$11.5K - $12.4K
|
69.9K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
788K+ 128.6% |
$90.7M - $97.7M
|
1.4M
$180M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
929+ 2.38% |
$107K - $115K
|
40K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.05% |
$115 - $124
|
1.92K
$247K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
874+ 2.88% |
$101K - $108K
|
31.2K
$4.02M
|
|