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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.1K- 53.68% |
$513K - $564K
|
4.4K
$567K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
695New |
$70K - $76.8K
|
695
$89.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
207+ 4.93% |
$20.8K - $22.9K
|
4.41K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
147+ 10.75% |
$14.8K - $16.2K
|
1.51K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.23K+ 54.95% |
$124K - $136K
|
3.46K
$446K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
38.6KNew |
$3.88M - $4.26M
|
38.6K
$4.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 2.53% |
$201 - $221
|
81
$10.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
218+ 9.52% |
$21.9K - $24.1K
|
2.51K
$323K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.03K- 23.48% |
$103K - $113K
|
3.34K
$430K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$2.52K - $2.76K
|
25
$3.22K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.79K+ 6.43% |
$159K - $184K
|
29.6K
$3.81M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
206New |
$18.3K - $21.2K
|
206
$26.5K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.6KNew |
$676K - $784K
|
7.6K
$979K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$4.89K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1New |
$89 - $103
|
1
$129
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-130- 3.67% |
$11.6K - $13.4K
|
3.41K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.14KNew |
$190K - $220K
|
2.14K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.44KNew |
$484K - $561K
|
5.44K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.38M - $2.76M
|
26.8K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
10New |
$890 - $1.03K
|
10
$1.29K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
220KNew |
$19.5M - $22.6M
|
220K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
57New |
$5.07K - $5.88K
|
57
$7.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.09KNew |
$186K - $216K
|
2.09K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.46KNew |
$575K - $666K
|
6.46K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.16KNew |
$192K - $222K
|
2.16K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.42KNew |
$305K - $353K
|
3.42K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.15K- 74.88% |
$814K - $943K
|
3.07K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.13KNew |
$190K - $220K
|
2.13K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
26.7KNew |
$2.37M - $2.75M
|
26.7K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.9KNew |
$1.86M - $2.15M
|
20.9K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-848- 92.48% |
$75.4K - $87.4K
|
69
$8.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-200- 5.8% |
$17.8K - $20.6K
|
3.25K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.6K+ 3.29% |
$142K - $165K
|
50.3K
$6.48M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
24+ 0.25% |
$2.14K - $2.47K
|
9.6K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$187K - $217K
|
2.1K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.89% |
$178 - $206
|
227
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-113K- 73.0% |
$10.1M - $11.7M
|
41.8K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$355K - $412K
|
4K
$514K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.38K- 50.66% |
$212K - $246K
|
2.32K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
4.22KNew |
$376K - $435K
|
4.22K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.53KNew |
$581K - $673K
|
6.53K
$840K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.36K+ 7.23% |
$388K - $449K
|
64.6K
$8.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$4.89K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-269- 73.1% |
$23.9K - $27.7K
|
99
$12.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$267K - $309K
|
3K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
229+ 0.65% |
$20.4K - $23.6K
|
35.6K
$4.58M
|
|