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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.91K+ 2.25% |
$200K - $217K
|
86.8K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.27K- 35.47% |
$133K - $144K
|
2.3K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-175- 12.68% |
$18.4K - $19.9K
|
1.21K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
45+ 2.34% |
$4.72K - $5.11K
|
1.97K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-904- 18.33% |
$94.9K - $103K
|
4.03K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.06KNew |
$216K - $234K
|
2.06K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.36K- 55.0% |
$352K - $381K
|
2.75K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.05K+ 3.06% |
$215K - $233K
|
69K
$8.88M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.6KNew |
$1.53M - $1.65M
|
14.6K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8+ 0.01% |
$840 - $908
|
69.9K
$8.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
88New |
$9.23K - $9.99K
|
88
$11.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 21.97% |
$144K - $156K
|
7.63K
$982K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.33% |
$105 - $114
|
76
$9.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.81K- 62.01% |
$925K - $1M
|
5.4K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.25K - $5.68K
|
50
$6.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.87K- 46.03% |
$406K - $439K
|
4.54K
$584K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 51.02% |
$5.25K - $5.68K
|
48
$6.18K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
370New |
$38.8K - $42K
|
370
$47.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.12KNew |
$748K - $809K
|
7.12K
$917K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.5K+ 9574.47% |
$472K - $511K
|
4.55K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
168New |
$17.6K - $19.1K
|
168
$21.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
BUY
|
- |
39.8KNew |
$4.18M - $4.52M
|
39.8K
$5.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.85KNew |
$194K - $210K
|
1.85K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$3.36K - $3.63K
|
6.23K
$803K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.31K - $2.5K
|
22
$2.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 0.37% |
$735 - $795
|
1.89K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 5.8% |
$2.73K - $2.95K
|
422
$54.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
17.7K+ 53772.73% |
$1.86M - $2.01M
|
17.8K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$42.8K - $46.3K
|
408
$52.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
45.1KNew |
$4.74M - $5.12M
|
45.1K
$5.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
146New |
$15.3K - $16.6K
|
146
$18.8K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$210 - $227
|
2
$258
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.88KNew |
$302K - $327K
|
2.88K
$371K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-460- 22.36% |
$48.3K - $52.2K
|
1.6K
$206K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-270- 0.43% |
$28.3K - $30.6K
|
62.6K
$8.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.92KNew |
$517K - $559K
|
4.92K
$634K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-73.3K- 98.92% |
$7.69M - $8.32M
|
800
$103K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 3.13% |
$210 - $227
|
66
$8.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-57- 0.18% |
$5.98K - $6.47K
|
30.9K
$3.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 26.11% |
$5.56K - $6.02K
|
150
$19.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
246New |
$25.8K - $27.9K
|
246
$31.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
986+ 37.15% |
$103K - $112K
|
3.64K
$469K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.25K+ 220.5% |
$341K - $369K
|
4.72K
$608K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$210 - $227
|
2
$258
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.6K+ 4.02% |
$2.05M - $2.22M
|
506K
$65.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
118New |
$12.4K - $13.4K
|
118
$15.2K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.64% |
$26.2K - $28.4K
|
4.18K
$538K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
160New |
$16.8K - $18.2K
|
160
$20.6K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.42% |
$101 - $111
|
241
$31K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$19.6K - $21.5K
|
195
$25.1K
|
|