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 |
---|---|---|---|---|---|---|---|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.23% |
$906 - $995
|
3.86K
$497K
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$187K - $205K
|
1.86K
$239K
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100New |
$10.1K - $11.1K
|
100
$12.9K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.14KNew |
$417K - $458K
|
4.14K
$533K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
183+ 126.21% |
$18.4K - $20.2K
|
328
$42.2K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
22+ 37.29% |
$2.21K - $2.43K
|
81
$10.4K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-650- 15.66% |
$65.4K - $71.8K
|
3.5K
$451K
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.74% |
$137K - $150K
|
12.9K
$1.67M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.67% |
$2.32K - $2.54K
|
3.43K
$442K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.3K- 2.13% |
$432K - $475K
|
197K
$25.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.8K+ 890.52% |
$6.83M - $7.5M
|
75.4K
$9.71M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$403 - $442
|
4
$515
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.09KNew |
$713K - $783K
|
7.09K
$912K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.68K- 28.0% |
$471K - $517K
|
12K
$1.55M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 4.82% |
$23.5K - $25.7K
|
5.06K
$652K
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-8.53K- 1.96% |
$859K - $943K
|
427K
$55M
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-50K- 50.0% |
$5.03M - $5.53M
|
50K
$6.44M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 2.79% |
$20.1K - $22.1K
|
6.98K
$899K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$2.06K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.83KNew |
$184K - $202K
|
1.83K
$236K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350- 4.24% |
$35.2K - $38.7K
|
7.91K
$1.02M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.51KNew |
$354K - $388K
|
3.51K
$452K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.51K+ 42.08% |
$152K - $167K
|
5.11K
$658K
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
464New |
$46.7K - $51.3K
|
464
$59.7K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.78KNew |
$179K - $197K
|
1.78K
$229K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
810+ 11.22% |
$81.6K - $89.5K
|
8.03K
$1.03M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
534+ 3.25% |
$53.8K - $59K
|
17K
$2.18M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-218- 15.09% |
$21.9K - $24.1K
|
1.23K
$158K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-65- 17.06% |
$6.54K - $7.18K
|
316
$40.7K
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-32- 1.13% |
$3.22K - $3.54K
|
2.79K
$359K
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.59KNew |
$462K - $507K
|
4.59K
$591K
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.05KNew |
$206K - $227K
|
2.05K
$264K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
184+ 3.96% |
$18.5K - $20.3K
|
4.83K
$622K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.5KNew |
$1.46M - $1.61M
|
14.5K
$1.87M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 15.47% |
$118K - $129K
|
6.4K
$823K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.81K - $1.99K
|
18
$2.32K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
113New |
$11.4K - $12.5K
|
113
$14.5K
|
|
May 02, 2024
Q1 2024
|
Rainwater Charitable Foundation
|
BUY
|
- |
220KNew |
$22.2M - $24.4M
|
220K
$28.4M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.37KNew |
$138K - $151K
|
1.37K
$176K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.13KNew |
$215K - $235K
|
2.13K
$274K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $111
|
2.26K
$291K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.49% |
$101 - $111
|
68
$8.76K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.69KNew |
$472K - $518K
|
4.69K
$603K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-126- 50.0% |
$12.7K - $13.9K
|
126
$16.2K
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181New |
$18.2K - $20K
|
181
$23.3K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
277New |
$27.9K - $30.6K
|
277
$35.7K
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$634K - $696K
|
6.3K
$811K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.01KNew |
$102K - $112K
|
1.01K
$131K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.82KNew |
$183K - $201K
|
1.82K
$235K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 94.55% |
$29.7K - $32.6K
|
17
$2.19K
|