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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 24.27% |
$3.21M - $3.57M
|
152K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.02KNew |
$433K - $482K
|
4.02K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.01K- 12.95% |
$109K - $121K
|
6.8K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.7K- 2.57% |
$3.31M - $3.69M
|
1.17M
$138M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-393- 0.51% |
$42.3K - $47.1K
|
76.5K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86- 53.09% |
$9.26K - $10.3K
|
76
$8.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
173K+ 43.62% |
$18.7M - $20.8M
|
571K
$67.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.04% |
$1.4K - $1.56K
|
30.5K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
19.7K+ 10.48% |
$2.13M - $2.37M
|
208K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.34K+ 17.33% |
$1.01M - $1.12M
|
63.2K
$7.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
521+ 2.88% |
$56.1K - $62.5K
|
18.6K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.1KNew |
$226K - $252K
|
2.1K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.9K+ 137.77% |
$5.7M - $6.35M
|
91.4K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.86K+ 0.82% |
$201K - $223K
|
228K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.6K+ 76.25% |
$818K - $911K
|
17.6K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.5K+ 6.5% |
$2.96M - $3.3M
|
451K
$53.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$274K - $305K
|
2.54K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
30.1K+ 13.39% |
$3.25M - $3.61M
|
255K
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
801+ 2.84% |
$86.3K - $96.1K
|
29K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-404- 8.75% |
$43.5K - $48.5K
|
4.21K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$235K - $262K
|
2.18K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.58K+ 104.0% |
$278K - $309K
|
5.06K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
539+ 10.95% |
$58.1K - $64.7K
|
5.46K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.79K- 3.37% |
$515K - $574K
|
137K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
154+ 4.92% |
$16.6K - $18.5K
|
3.28K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.9K+ 34.39% |
$2.69M - $2.99M
|
97.5K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10+ 0.19% |
$1.08K - $1.2K
|
5.21K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 30.55% |
$168K - $187K
|
3.55K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
193K+ 10.25% |
$20.8M - $23.1M
|
2.07M
$245M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.1K- 13.86% |
$1.09M - $1.21M
|
62.8K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.28K+ 9.56% |
$138K - $153K
|
14.6K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.04% |
$2.59K - $2.88K
|
68.4K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-136- 0.5% |
$14.6K - $16.3K
|
26.9K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
74+ 0.73% |
$7.97K - $8.88K
|
10.2K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
8.7K+ 1.55% |
$937K - $1.04M
|
572K
$67.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.33K+ 5.28% |
$466K - $519K
|
86.3K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
323New |
$34.8K - $38.7K
|
323
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
8.64K+ 22.8% |
$930K - $1.04M
|
46.5K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
43.9K+ 2192.65% |
$4.73M - $5.26M
|
45.9K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-285- 18.2% |
$30.7K - $34.2K
|
1.28K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-453- 2.87% |
$48.8K - $54.3K
|
15.3K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.19KNew |
$451K - $503K
|
4.19K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.35% |
$1.51K - $1.68K
|
4.05K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
293+ 13.99% |
$31.6K - $35.1K
|
2.39K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-191- 5.39% |
$20.6K - $22.9K
|
3.35K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.77K+ 25.67% |
$191K - $213K
|
8.68K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
925+ 7.94% |
$99.6K - $111K
|
12.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.03% |
$108 - $120
|
3.03K
$357K
|