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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-450- 5.83% |
$35.4K - $41K
|
7.27K
$858K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.5KNew |
$590K - $683K
|
7.5K
$885K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.17KNew |
$564K - $653K
|
7.17K
$846K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
152+ 73.79% |
$12K - $13.8K
|
358
$42.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-30- 8.04% |
$2.36K - $2.73K
|
343
$40.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
647New |
$50.9K - $58.9K
|
647
$76.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
480New |
$37.8K - $43.7K
|
480
$56.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
377New |
$29.7K - $34.3K
|
377
$44.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.66K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-85Closed |
$6.7K - $8.03K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$266K - $318K
|
3.37K
$398K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
102New |
$8.05K - $9.64K
|
102
$12K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-143- 4.47% |
$11.3K - $13.5K
|
3.06K
$361K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$55.2K - $66.1K
|
700
$82.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.5K- 7.46% |
$1.07M - $1.28M
|
168K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.64KNew |
$209K - $250K
|
2.64K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.64% |
$78.9 - $94.5
|
157
$18.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-32KClosed |
$2.52M - $3.02M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
164New |
$12.9K - $15.5K
|
164
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
53.4K+ 90.74% |
$4.21M - $5.04M
|
112K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.38KNew |
$345K - $414K
|
4.38K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
23.8KNew |
$1.88M - $2.25M
|
23.8K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7KNew |
$552K - $661K
|
7K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
769+ 26.95% |
$60.7K - $72.7K
|
3.62K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14K+ 92.18% |
$1.1M - $1.32M
|
29.1K
$3.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 50.0% |
$7.89K - $9.45K
|
100
$11.8K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-18.7K- 61.41% |
$1.48M - $1.77M
|
11.8K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-144- 25.0% |
$11.4K - $13.6K
|
432
$51K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$473 - $567
|
6
$708
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
776+ 13.9% |
$61.2K - $73.3K
|
6.36K
$751K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-140K- 95.83% |
$11M - $13.2M
|
6.09K
$719K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3- 9.09% |
$237 - $283
|
30
$3.54K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$631 - $756
|
8
$944
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1.4KNew |
$110K - $132K
|
1.4K
$165K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.75KNew |
$375K - $449K
|
4.75K
$561K
|
|
|
Nov 02, 2022
Q3 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
35.3K+ 112.58% |
$2.78M - $3.33M
|
66.6K
$7.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
800+ 2.91% |
$63.1K - $75.6K
|
28.3K
$3.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Drystone LLC
|
BUY
|
- |
512+ 7.62% |
$40.4K - $48.4K
|
7.23K
$854K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-55- 1.49% |
$4.34K - $5.2K
|
3.65K
$430K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
460New |
$36.3K - $43.5K
|
460
$54.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$1.66K - $1.98K
|
21
$2.48K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-128- 2.01% |
$10.1K - $12.1K
|
6.23K
$735K
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.09K+ 24.87% |
$85.7K - $103K
|
5.46K
$644K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.27% |
$78.9 - $94.5
|
45
$5.31K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
106+ 3.02% |
$8.36K - $10K
|
3.62K
$427K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-18- 0.64% |
$1.42K - $1.7K
|
2.8K
$331K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 24.05% |
$7.49K - $8.98K
|
300
$35.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
45+ 1.55% |
$3.55K - $4.25K
|
2.95K
$348K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$316K - $379K
|
4.01K
$473K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
217New |
$17.1K - $20.5K
|
217
$25.6K
|
|