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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.53K- 0.53% |
$225K - $261K
|
472K
$55.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.64% |
$267 - $309
|
467
$55.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11New |
$979 - $1.13K
|
11
$1.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
284New |
$25.3K - $29.3K
|
284
$33.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 2.13% |
$4.72K - $5.46K
|
2.54K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.46K- 8.11% |
$308K - $356K
|
39.2K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$62.3K - $72.2K
|
900
$106K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
4+ 3.01% |
$356 - $412
|
137
$16.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-719- 25.14% |
$64K - $74.1K
|
2.14K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
521New |
$46.4K - $53.7K
|
521
$61.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.52KNew |
$225K - $260K
|
2.52K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-23- 11.92% |
$2.05K - $2.37K
|
170
$20.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
34.1KNew |
$3.03M - $3.51M
|
34.1K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-81- 2.55% |
$7.21K - $8.35K
|
3.1K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
415New |
$36.9K - $42.8K
|
415
$49K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
15.3KNew |
$1.36M - $1.58M
|
15.3K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
819New |
$72.9K - $84.4K
|
819
$96.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-169- 1.46% |
$15K - $17.4K
|
11.4K
$1.35M
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-232- 38.73% |
$21.5K - $23.3K
|
367
$43.3K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50K+ 25.0% |
$4.64M - $5.03M
|
250K
$29.5M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$16.2K - $17.6K
|
175
$20.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-233- 36.81% |
$21.6K - $23.4K
|
400
$47.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-3.3K- 60.46% |
$306K - $332K
|
2.16K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$2.78K - $3.02K
|
17.6K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.14KNew |
$662K - $718K
|
7.14K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.09% |
$186 - $201
|
2.19K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.34K- 14.33% |
$125K - $135K
|
8.03K
$948K
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-2.66K- 30.85% |
$246K - $267K
|
5.95K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
160+ 3.85% |
$14.8K - $16.1K
|
4.32K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$92.8 - $101
|
14.6K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
75.5KNew |
$7.01M - $7.6M
|
75.5K
$8.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
194+ 6.66% |
$18K - $19.5K
|
3.11K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
77+ 2.15% |
$7.14K - $7.75K
|
3.66K
$433K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.08% |
$120K - $130K
|
40.8K
$4.82M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.6K- 6.54% |
$1.64M - $1.77M
|
252K
$29.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400+ 40000.0% |
$37.1K - $40.2K
|
401
$47.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
316New |
$29.3K - $31.8K
|
316
$37.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.2K- 57.39% |
$2.62M - $2.84M
|
20.9K
$2.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
154KNew |
$14.3M - $15.5M
|
154K
$18.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 175.0% |
$6.5K - $7.04K
|
110
$13K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.09% |
$742 - $805
|
8.61K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.25KNew |
$209K - $226K
|
2.25K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 0.25% |
$835 - $905
|
3.59K
$424K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-920- 3.03% |
$85.4K - $92.5K
|
29.4K
$3.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.11K - $1.21K
|
3.53K
$417K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-100- 2.3% |
$9.28K - $10.1K
|
4.24K
$501K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
97New |
$9K - $9.76K
|
97
$11.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-33- 0.12% |
$3.06K - $3.32K
|
27.2K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-8.52K- 23.69% |
$791K - $857K
|
27.4K
$3.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
5New |
$464 - $503
|
5
$590
|
|