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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 257.5% |
$60.3K - $63.4K
|
715
$92.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31K- 42.78% |
$153K - $161K
|
1.75K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-790- 24.65% |
$92.5K - $97.2K
|
2.42K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.02% |
$117 - $123
|
5.66K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.74% |
$117 - $123
|
136
$17.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
4.08KNew |
$478K - $502K
|
4.08K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$66.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 3.85% |
$11.7K - $12.3K
|
2.5K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$934K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29KNew |
$151K - $159K
|
1.29K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-335- 5.83% |
$39.2K - $41.2K
|
5.41K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-91- 53.53% |
$10.7K - $11.2K
|
79
$10.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
837+ 19.24% |
$98K - $103K
|
5.19K
$668K
|
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-6.1K- 1.18% |
$714K - $751K
|
513K
$66M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-145- 3.02% |
$17K - $17.8K
|
4.65K
$599K
|
|
| Q3 2024 | |||||||
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.97K- 73.74% |
$535K - $596K
|
1.77K
$228K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
162K+ 1.0% |
$17.4M - $19.4M
|
16.3M
$2.1B
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9- 0.34% |
$969 - $1.08K
|
2.65K
$341K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-492- 41.34% |
$53K - $59K
|
698
$89.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2K- 37.99% |
$215K - $240K
|
3.27K
$420K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
828+ 26.14% |
$89.2K - $99.3K
|
4K
$515K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-400- 4.59% |
$43.1K - $48K
|
8.32K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$187K - $208K
|
1.74K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.5KNew |
$592K - $659K
|
5.5K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.83% |
$5.06K - $5.64K
|
2.53K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
49+ 1.77% |
$5.28K - $5.88K
|
2.82K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-145- 4.99% |
$15.6K - $17.4K
|
2.76K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-101- 2.32% |
$10.9K - $12.1K
|
4.25K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86- 53.09% |
$9.26K - $10.3K
|
76
$9.79K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.1KNew |
$226K - $252K
|
2.1K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 30.55% |
$168K - $187K
|
3.55K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.28K+ 9.56% |
$138K - $153K
|
14.6K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
323New |
$34.8K - $38.7K
|
323
$41.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$451K - $503K
|
4.19K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.06K- 2.54% |
$114K - $127K
|
40.7K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-127- 2.01% |
$13.7K - $15.2K
|
6.19K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-172- 17.37% |
$18.5K - $20.6K
|
818
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.1KNew |
$334K - $372K
|
3.1K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 11.93% |
$1.11M - $1.24M
|
97.1K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.44K- 49.25% |
$371K - $413K
|
3.55K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.81KNew |
$195K - $217K
|
1.81K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.23KNew |
$779K - $867K
|
7.23K
$931K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54New |
$5.82K - $6.48K
|
54
$6.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
117New |
$12.6K - $14K
|
117
$15.1K
|
|