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 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
370New |
$38.8K - $42K
|
370
$50.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.12KNew |
$748K - $809K
|
7.12K
$973K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.5K+ 9574.47% |
$472K - $511K
|
4.55K
$621K
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
BUY
|
- |
39.8KNew |
$4.18M - $4.52M
|
39.8K
$5.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.85KNew |
$194K - $210K
|
1.85K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$3.36K - $3.63K
|
6.23K
$852K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.31K - $2.5K
|
22
$3.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 0.37% |
$735 - $795
|
1.89K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 5.8% |
$2.73K - $2.95K
|
422
$57.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
17.7K+ 53772.73% |
$1.86M - $2.01M
|
17.8K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$42.8K - $46.3K
|
408
$55.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
45.1KNew |
$4.74M - $5.12M
|
45.1K
$6.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
146New |
$15.3K - $16.6K
|
146
$19.9K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$210 - $227
|
2
$273
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.88KNew |
$302K - $327K
|
2.88K
$393K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-460- 22.36% |
$48.3K - $52.2K
|
1.6K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-270- 0.43% |
$28.3K - $30.6K
|
62.6K
$8.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.92KNew |
$517K - $559K
|
4.92K
$672K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-73.3K- 98.92% |
$7.69M - $8.32M
|
800
$109K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 3.13% |
$210 - $227
|
66
$9.02K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 26.11% |
$5.56K - $6.02K
|
150
$20.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
246New |
$25.8K - $27.9K
|
246
$33.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
986+ 37.15% |
$103K - $112K
|
3.64K
$497K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.25K+ 220.5% |
$341K - $369K
|
4.72K
$645K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
118New |
$12.4K - $13.4K
|
118
$16.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.64% |
$26.2K - $28.4K
|
4.18K
$571K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
160New |
$16.8K - $18.2K
|
160
$21.9K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.42% |
$101 - $111
|
241
$32.9K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$19.6K - $21.5K
|
195
$26.6K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.23% |
$906 - $995
|
3.86K
$527K
|
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$187K - $205K
|
1.86K
$254K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100New |
$10.1K - $11.1K
|
100
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.14KNew |
$417K - $458K
|
4.14K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
183+ 126.21% |
$18.4K - $20.2K
|
328
$44.8K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
22+ 37.29% |
$2.21K - $2.43K
|
81
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-650- 15.66% |
$65.4K - $71.8K
|
3.5K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.74% |
$137K - $150K
|
12.9K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.67% |
$2.32K - $2.54K
|
3.43K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.3K- 2.13% |
$432K - $475K
|
197K
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.8K+ 890.52% |
$6.83M - $7.5M
|
75.4K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$403 - $442
|
4
$546
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.09KNew |
$713K - $783K
|
7.09K
$968K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.68K- 28.0% |
$471K - $517K
|
12K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 4.82% |
$23.5K - $25.7K
|
5.06K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-8.53K- 1.96% |
$859K - $943K
|
427K
$58.4M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 2.79% |
$20.1K - $22.1K
|
6.98K
$953K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$2.19K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.83KNew |
$184K - $202K
|
1.83K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350- 4.24% |
$35.2K - $38.7K
|
7.91K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.51KNew |
$354K - $388K
|
3.51K
$480K
|
|