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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$92.8 - $101
|
14.6K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
194+ 6.66% |
$18K - $19.5K
|
3.11K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
77+ 2.15% |
$7.14K - $7.75K
|
3.66K
$501K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.08% |
$120K - $130K
|
40.8K
$5.58M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.6K- 6.54% |
$1.64M - $1.77M
|
252K
$34.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400+ 40000.0% |
$37.1K - $40.2K
|
401
$54.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
316New |
$29.3K - $31.8K
|
316
$43.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.2K- 57.39% |
$2.62M - $2.84M
|
20.9K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
154KNew |
$14.3M - $15.5M
|
154K
$21M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 175.0% |
$6.5K - $7.04K
|
110
$15K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.09% |
$742 - $805
|
8.61K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 0.25% |
$835 - $905
|
3.59K
$491K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-920- 3.03% |
$85.4K - $92.5K
|
29.4K
$4.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.11K - $1.21K
|
3.53K
$483K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-100- 2.3% |
$9.28K - $10.1K
|
4.24K
$579K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
97New |
$9K - $9.76K
|
97
$13.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-33- 0.12% |
$3.06K - $3.32K
|
27.2K
$3.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-8.52K- 23.69% |
$791K - $857K
|
27.4K
$3.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-15.6K- 7.71% |
$1.45M - $1.57M
|
187K
$25.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
689New |
$63.9K - $69.3K
|
689
$94.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-645- 36.34% |
$59.8K - $64.9K
|
1.13K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.48% |
$1.76K - $1.91K
|
3.99K
$545K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111New |
$10.1K - $10.9K
|
111
$15.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36.5K- 76.68% |
$3.33M - $3.58M
|
11.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
262New |
$23.9K - $25.7K
|
262
$35.8K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33+ 0.23% |
$3.01K - $3.24K
|
14.1K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.2K- 5.45% |
$384K - $412K
|
72.8K
$9.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
317+ 7.27% |
$29K - $31.1K
|
4.68K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.3KNew |
$210K - $226K
|
2.3K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.97KNew |
$272K - $292K
|
2.97K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.34K+ 9.87% |
$305K - $328K
|
37.2K
$5.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$91.3 - $98.1
|
736
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
138+ 0.53% |
$12.6K - $13.5K
|
26.2K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.23K+ 53.59% |
$478K - $513K
|
15K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.69KNew |
$246K - $264K
|
2.69K
$368K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
537New |
$49K - $52.7K
|
537
$73.4K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.18KNew |
$290K - $312K
|
3.18K
$434K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
41New |
$3.74K - $4.02K
|
41
$5.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.19% |
$457 - $490
|
2.67K
$365K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.74K - $2.94K
|
30
$4.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
273+ 1.99% |
$24.9K - $26.8K
|
14K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.03K- 11.07% |
$93.9K - $101K
|
8.26K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
285New |
$26K - $27.9K
|
285
$38.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6New |
$548 - $588
|
6
$820
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$6.58K - $7.06K
|
72
$9.84K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.58% |
$365 - $392
|
691
$94.4K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-91Closed |
$7.85K - $8.6K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.02K- 40.26% |
$261K - $286K
|
4.49K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$207K - $226K
|
2.4K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-114- 3.95% |
$9.83K - $10.8K
|
2.77K
$379K
|
|