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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$190K - $209K
|
2.21K
$260K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.82KNew |
$243K - $267K
|
2.82K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
64+ 15.02% |
$5.52K - $6.05K
|
490
$57.8K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.11KNew |
$355K - $389K
|
4.11K
$485K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.35KNew |
$289K - $317K
|
3.35K
$396K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.21KNew |
$190K - $209K
|
2.21K
$261K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.2KNew |
$190K - $208K
|
2.2K
$260K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
28+ 0.32% |
$2.41K - $2.65K
|
8.84K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47New |
$4.05K - $4.44K
|
47
$5.55K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-205- 6.03% |
$17.7K - $19.4K
|
3.2K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$23.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28New |
$2.41K - $2.65K
|
28
$3.31K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.53K- 33.56% |
$391K - $428K
|
8.97K
$1.06M
|
|
| Q4 2022 | |||||||
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-196Closed |
$15.4K - $17.8K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-226- 7.95% |
$17.8K - $20.6K
|
2.62K
$309K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$118K - $137K
|
1.5K
$177K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
176New |
$13.8K - $16K
|
176
$20.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
18.3KNew |
$1.44M - $1.67M
|
18.3K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
25.4KNew |
$2M - $2.31M
|
25.4K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.48K+ 112.98% |
$431K - $499K
|
10.3K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$15.8M - $18.3M
|
201K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
588New |
$46.3K - $53.5K
|
588
$69.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
2.65K+ 222.61% |
$208K - $241K
|
3.84K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
620New |
$48.8K - $56.5K
|
620
$73.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-942K- 98.84% |
$74.1M - $85.8M
|
11.1K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-760- 25.14% |
$59.8K - $69.2K
|
2.26K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
26.2KNew |
$2.06M - $2.39M
|
26.2K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$157K - $182K
|
2K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.32K+ 417.5% |
$418K - $484K
|
6.59K
$778K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.96K- 30.02% |
$233K - $269K
|
6.89K
$814K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 31.95% |
$417K - $483K
|
11.3K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.56KNew |
$595K - $688K
|
7.56K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.66K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.4KNew |
$189K - $219K
|
2.4K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-83- 28.04% |
$6.53K - $7.56K
|
213
$25.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.7K+ 15.29% |
$134K - $155K
|
12.8K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-165K- 97.75% |
$13M - $15M
|
3.79K
$447K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55New |
$4.33K - $5.01K
|
55
$6.49K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.28KNew |
$336K - $389K
|
4.28K
$505K
|
|
|
Jan 31, 2023
Q4 2022
|
Schroders Is LTD
|
BUY
|
- |
107K+ 1251.98% |
$8.45M - $9.78M
|
116K
$13.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-41- 45.56% |
$3.23K - $3.73K
|
49
$5.78K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 5.58% |
$866K - $1M
|
208K
$24.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.7KNew |
$2.02M - $2.34M
|
25.7K
$3.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$1.49K - $1.73K
|
19
$2.24K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
350+ 9.75% |
$27.5K - $31.9K
|
3.94K
$465K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 177.22% |
$2.23M - $2.59M
|
44.4K
$5.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.03K- 21.95% |
$160K - $185K
|
7.21K
$852K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-33.8K- 8.63% |
$2.66M - $3.08M
|
358K
$42.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-90- 3.16% |
$7.08K - $8.2K
|
2.76K
$325K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-25K- 19.13% |
$1.97M - $2.28M
|
106K
$12.5M
|
|