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 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
28+ 0.32% |
$2.41K - $2.65K
|
8.84K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47New |
$4.05K - $4.44K
|
47
$6.05K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$25.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28New |
$2.41K - $2.65K
|
28
$3.61K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.53K- 33.56% |
$391K - $428K
|
8.97K
$1.15M
|
|
| Q4 2022 | |||||||
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-196Closed |
$15.4K - $17.8K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-226- 7.95% |
$17.8K - $20.6K
|
2.62K
$337K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
176New |
$13.8K - $16K
|
176
$22.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
25.4KNew |
$2M - $2.31M
|
25.4K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.48K+ 112.98% |
$431K - $499K
|
10.3K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$15.8M - $18.3M
|
201K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
588New |
$46.3K - $53.5K
|
588
$75.7K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
620New |
$48.8K - $56.5K
|
620
$79.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-942K- 98.84% |
$74.1M - $85.8M
|
11.1K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-760- 25.14% |
$59.8K - $69.2K
|
2.26K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
26.2KNew |
$2.06M - $2.39M
|
26.2K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.32K+ 417.5% |
$418K - $484K
|
6.59K
$849K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.96K- 30.02% |
$233K - $269K
|
6.89K
$887K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 31.95% |
$417K - $483K
|
11.3K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.56KNew |
$595K - $688K
|
7.56K
$973K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.4KNew |
$189K - $219K
|
2.4K
$309K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-83- 28.04% |
$6.53K - $7.56K
|
213
$27.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.7K+ 15.29% |
$134K - $155K
|
12.8K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-165K- 97.75% |
$13M - $15M
|
3.79K
$487K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55New |
$4.33K - $5.01K
|
55
$7.08K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.28KNew |
$336K - $389K
|
4.28K
$551K
|
|
|
Jan 31, 2023
Q4 2022
|
Schroders Is LTD
|
BUY
|
- |
107K+ 1251.98% |
$8.45M - $9.78M
|
116K
$14.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-41- 45.56% |
$3.23K - $3.73K
|
49
$6.31K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.7KNew |
$2.02M - $2.34M
|
25.7K
$3.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$1.49K - $1.73K
|
19
$2.45K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
350+ 9.75% |
$27.5K - $31.9K
|
3.94K
$507K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 177.22% |
$2.23M - $2.59M
|
44.4K
$5.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.03K- 21.95% |
$160K - $185K
|
7.21K
$929K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-33.8K- 8.63% |
$2.66M - $3.08M
|
358K
$46.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-90- 3.16% |
$7.08K - $8.2K
|
2.76K
$355K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-25K- 19.13% |
$1.97M - $2.28M
|
106K
$13.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-450- 5.83% |
$35.4K - $41K
|
7.27K
$936K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.5KNew |
$590K - $683K
|
7.5K
$966K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.17KNew |
$564K - $653K
|
7.17K
$923K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
152+ 73.79% |
$12K - $13.8K
|
358
$46.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-30- 8.04% |
$2.36K - $2.73K
|
343
$44.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
647New |
$50.9K - $58.9K
|
647
$83.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
480New |
$37.8K - $43.7K
|
480
$61.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
377New |
$29.7K - $34.3K
|
377
$48.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.99K
|
|
| 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
$434K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
102New |
$8.05K - $9.64K
|
102
$13.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-143- 4.47% |
$11.3K - $13.5K
|
3.06K
$393K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$55.2K - $66.1K
|
700
$90.1K
|
|