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 |
|---|---|---|---|---|---|---|---|
|
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
$474K
|
|
|
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
$1.58M
|
|
|
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
$43.8K
|
|
|
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
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.63KClosed |
$143K - $219K
|
0
$0
|
|
|
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
$34.8K
|
|
|
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
|
|