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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.6K- 49.02% |
$134K - $165K
|
1.67K
$197K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-98- 3.64% |
$8.22K - $10.1K
|
2.6K
$307K
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.48KClosed |
$208K - $255K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.92KNew |
$496K - $608K
|
5.92K
$698K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
$675K - $827K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-914- 13.38% |
$76.7K - $93.9K
|
5.92K
$698K
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-82.3K- 58.47% |
$6.9M - $8.46M
|
58.4K
$6.9M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
4+ 0.66% |
$336 - $411
|
612
$72.3K
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.28KClosed |
$191K - $234K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-7.99K- 45.2% |
$670K - $821K
|
9.69K
$1.14M
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-5Closed |
$419 - $514
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.69KClosed |
$226K - $277K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-20.8KClosed |
$1.74M - $2.14M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-35Closed |
$2.94K - $3.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.23KNew |
$355K - $435K
|
4.23K
$499K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
27New |
$2.26K - $2.77K
|
27
$3.19K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
4.4KNew |
$369K - $452K
|
4.4K
$520K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
500New |
$41.9K - $51.4K
|
500
$59K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-104- 3.59% |
$8.72K - $10.7K
|
2.79K
$330K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 97.03% |
$947K - $1.16M
|
346
$40.8K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.19KClosed |
$184K - $225K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-190Closed |
$15.9K - $19.5K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.03KClosed |
$170K - $209K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.22KClosed |
$186K - $228K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-40Closed |
$3.36K - $4.11K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-285- 54.7% |
$23.9K - $29.3K
|
236
$27.9K
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
127KNew |
$10.7M - $13.1M
|
127K
$15M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-110Closed |
$10.3K - $11.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.7KClosed |
$253K - $291K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.79KClosed |
$543K - $625K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.9KClosed |
$178K - $205K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
33.8KNew |
$3.17M - $3.66M
|
33.8K
$4M
|
|
May 13, 2022
Q1 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-12.5K- 7.09% |
$1.18M - $1.35M
|
164K
$19.4M
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-359Closed |
$33.7K - $38.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.53MClosed |
$143M - $165M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.4KNew |
$319K - $368K
|
3.4K
$401K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.43KClosed |
$228K - $262K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-45.2KClosed |
$4.24M - $4.89M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-47Closed |
$4.41K - $5.08K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-71.5K- 94.07% |
$6.71M - $7.73M
|
4.51K
$532K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
290KNew |
$27.2M - $31.3M
|
290K
$34.2M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
136New |
$12.8K - $14.7K
|
136
$16.1K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-232Closed |
$21.8K - $25.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.57KNew |
$335K - $386K
|
3.57K
$422K
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.87KClosed |
$175K - $202K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$222K - $256K
|
2.37K
$280K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-75Closed |
$7.04K - $8.11K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-675Closed |
$63.3K - $73K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-508Closed |
$47.7K - $54.9K
|
0
$0
|