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 |
---|---|---|---|---|---|---|---|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.78KClosed |
$97K - $148K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.18KClosed |
$64.1K - $97.9K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-12.3KClosed |
$672K - $1.03M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.12KClosed |
$170K - $260K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-710Closed |
$38.7K - $59.1K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-439Closed |
$23.9K - $36.5K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-189Closed |
$10.3K - $15.7K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-71Closed |
$3.87K - $5.91K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.12KClosed |
$170K - $259K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-487Closed |
$26.5K - $40.5K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-1.37KClosed |
$74.7K - $114K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.13KClosed |
$334K - $510K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-27.8KClosed |
$1.51M - $2.31M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-225Closed |
$12.3K - $18.7K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.7KClosed |
$256K - $391K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-149Closed |
$8.12K - $12.4K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
SELL
|
- |
-12.4KClosed |
$676K - $1.03M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-129Closed |
$7.03K - $10.7K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-4.58KClosed |
$249K - $381K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
270New |
$14.7K - $22.5K
|
270
$31.9K
|
|
Apr 15, 2020
Q1 2020
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.7KClosed |
$147K - $225K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1KClosed |
$54.5K - $83.2K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.32KClosed |
$96.4K - $108K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
SELL
|
- |
-3.11KClosed |
$226K - $252K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.5KClosed |
$328K - $366K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.99KClosed |
$436K - $487K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.27KClosed |
$238K - $266K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-400Closed |
$29.1K - $32.5K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-52- 65.82% |
$3.79K - $4.23K
|
27
$3.19K
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-61Closed |
$4.44K - $4.96K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-100Closed |
$7.28K - $8.13K
|
0
$0
|
|
Q3 2019 | |||||||
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-359Closed |
$26.8K - $27.3K
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.13KClosed |
$308K - $315K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.97K+ 38.2% |
$296K - $302K
|
14.3K
$1.69M
|
|
Nov 08, 2019
Q3 2019
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-4.1KClosed |
$306K - $312K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-19.7K- 50.0% |
$1.47M - $1.5M
|
19.7K
$2.33M
|
|
Nov 01, 2019
Q3 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.48KClosed |
$632K - $646K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-60Closed |
$4.47K - $4.57K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
34+ 5.93% |
$2.53K - $2.59K
|
607
$71.7K
|
|
Oct 30, 2019
Q3 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-50Closed |
$3.73K - $3.81K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Kwmg, LLC
|
SELL
|
- |
-2.68KClosed |
$200K - $204K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-587Closed |
$43.8K - $44.7K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-7Closed |
$522 - $533
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
84+ 8400.0% |
N/A
|
85
$10K
|
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.49KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-575Closed |
N/A
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
N/A
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-425Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Barclays PLC
London, X0 |
BUY
|
CALL |
500KNew |
N/A
|
500K
$59M
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-865Closed |
N/A
|
0
$0
|