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 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.25KClosed |
$207K - $222K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$31.6K - $37K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.9KClosed |
$1.1M - $1.28M
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$790K - $926K
|
10K
$1.18M
|
|
|
Feb 19, 2021
Q4 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.83KClosed |
$145K - $170K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
2.85KNew |
$225K - $264K
|
2.85K
$337K
|
|
|
Feb 16, 2021
Q4 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17Closed |
$1.34K - $1.57K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12Closed |
$948 - $1.11K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-439Closed |
$34.7K - $40.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-164KClosed |
$12.9M - $15.2M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2Closed |
$158 - $185
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.49KClosed |
$434K - $508K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-30Closed |
$2.37K - $2.78K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
375New |
$29.6K - $34.7K
|
375
$44.3K
|
|
|
Feb 02, 2021
Q4 2020
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.64KClosed |
$366K - $429K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
370New |
$29.2K - $34.3K
|
370
$43.7K
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-144Closed |
$11.4K - $13.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-327Closed |
$24.6K - $27.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100New |
$7.53K - $8.51K
|
100
$11.8K
|
|
|
Nov 10, 2020
Q3 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.94KClosed |
$221K - $250K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
SELL
|
- |
-2.79KClosed |
$210K - $237K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.28KClosed |
$322K - $364K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-25.3KClosed |
$1.91M - $2.15M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 0.07% |
$420 - $549
|
10.1K
$1.19M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.1KNew |
$186K - $243K
|
3.1K
$365K
|
|
|
Aug 18, 2020
Q2 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-27Closed |
$1.62K - $2.12K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.68KNew |
$221K - $289K
|
3.68K
$435K
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.53KClosed |
$212K - $277K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.92KClosed |
$115K - $151K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6.19KClosed |
$372K - $485K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Ckw Financial Group
|
SELL
|
- |
-5.79KClosed |
$348K - $454K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Boston Partners
Boston, MA |
SELL
|
- |
-98.1KClosed |
$5.89M - $7.69M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-5.14KClosed |
$309K - $403K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-3.35KClosed |
$201K - $263K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.2KClosed |
$973K - $1.27M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-61K- 83.22% |
$3.66M - $4.78M
|
12.3K
$1.45M
|
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.06KClosed |
$484K - $632K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-11.9KClosed |
$712K - $930K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Hamilton Wealth, LLC
|
SELL
|
- |
-161KClosed |
$9.65M - $12.6M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-4.49KClosed |
$270K - $352K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-4.28KClosed |
$257K - $335K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5.47KClosed |
$328K - $429K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-130Closed |
$7.08K - $10.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-20.1KClosed |
$1.1M - $1.67M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
340New |
$18.5K - $28.3K
|
340
$40.1K
|
|
|
May 14, 2020
Q1 2020
|
Strategic Investment Management, LLC
|
SELL
|
- |
-129KClosed |
$7.01M - $10.7M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-2.75KClosed |
$150K - $229K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.77KClosed |
$260K - $396K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-140Closed |
$7.63K - $11.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-10.7KClosed |
$584K - $891K
|
0
$0
|
|