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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-15.6K- 7.71% |
$1.45M - $1.57M
|
187K
$22.1M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
689New |
$63.9K - $69.3K
|
689
$81.3K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-645- 36.34% |
$59.8K - $64.9K
|
1.13K
$133K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.48% |
$1.76K - $1.91K
|
3.99K
$471K
|
|
Q2 2023 | |||||||
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111New |
$10.1K - $10.9K
|
111
$13.1K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36.5K- 76.68% |
$3.33M - $3.58M
|
11.1K
$1.31M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14New |
$1.28K - $1.37K
|
14
$1.65K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
262New |
$23.9K - $25.7K
|
262
$30.9K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.34KNew |
$122K - $131K
|
1.34K
$158K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33+ 0.23% |
$3.01K - $3.24K
|
14.1K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.2K- 5.45% |
$384K - $412K
|
72.8K
$8.59M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
48New |
$4.38K - $4.71K
|
48
$5.67K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
317+ 7.27% |
$29K - $31.1K
|
4.68K
$552K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.3KNew |
$210K - $226K
|
2.3K
$272K
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.97KNew |
$272K - $292K
|
2.97K
$351K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$1.87M - $2.01M
|
20.5K
$2.42M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.34K+ 9.87% |
$305K - $328K
|
37.2K
$4.39M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$91.3 - $98.1
|
736
$86.9K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
138+ 0.53% |
$12.6K - $13.5K
|
26.2K
$3.09M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.23K+ 53.59% |
$478K - $513K
|
15K
$1.77M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.69KNew |
$246K - $264K
|
2.69K
$318K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
537New |
$49K - $52.7K
|
537
$63.4K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
547New |
$50K - $53.6K
|
547
$64.6K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.18KNew |
$290K - $312K
|
3.18K
$375K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
41New |
$3.74K - $4.02K
|
41
$4.84K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.19% |
$457 - $490
|
2.67K
$315K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.74K - $2.94K
|
30
$3.54K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-402- 12.62% |
$36.7K - $39.4K
|
2.78K
$329K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
273+ 1.99% |
$24.9K - $26.8K
|
14K
$1.66M
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$377K - $405K
|
4.13K
$488K
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.03K- 11.07% |
$93.9K - $101K
|
8.26K
$975K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
285New |
$26K - $27.9K
|
285
$33.6K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6New |
$548 - $588
|
6
$708
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$6.58K - $7.06K
|
72
$8.5K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.58% |
$365 - $392
|
691
$81.6K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
25+ 0.79% |
$2.28K - $2.45K
|
3.21K
$378K
|
|
Q1 2023 | |||||||
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-91Closed |
$7.85K - $8.6K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-142K- 98.91% |
$12.2M - $13.4M
|
1.56K
$184K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.02K- 40.26% |
$261K - $286K
|
4.49K
$530K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$207K - $226K
|
2.4K
$283K
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-114- 3.95% |
$9.83K - $10.8K
|
2.77K
$327K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
500New |
$43.1K - $47.3K
|
500
$59K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.12KNew |
$355K - $389K
|
4.12K
$486K
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
5K+ 14.54% |
$431K - $473K
|
39.4K
$4.65M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.1KNew |
$871K - $955K
|
10.1K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$86.2K - $94.6K
|
1K
$118K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34New |
$2.93K - $3.21K
|
34
$4.01K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
110New |
$9.49K - $10.4K
|
110
$13K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
138New |
$11.9K - $13K
|
138
$16.3K
|