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 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
290+ 7.21% |
$29.9K - $37.3K
|
4.31K
$589K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
517+ 21.93% |
$53.3K - $66.4K
|
2.87K
$393K
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
411+ 5.54% |
$42.4K - $52.8K
|
7.83K
$1.07M
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-911- 3.81% |
$94K - $117K
|
23K
$3.14M
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.84% |
$103 - $129
|
120
$16.4K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.9K+ 36.47% |
$5.46M - $6.8M
|
198K
$27M
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-872- 49.97% |
$90K - $112K
|
873
$119K
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
26New |
$2.68K - $3.34K
|
26
$3.55K
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
40+ 1.42% |
$4.13K - $5.14K
|
2.86K
$390K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
23.6K+ 18.39% |
$2.43M - $3.03M
|
152K
$20.7M
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.33K+ 1.35% |
$138K - $171K
|
99.8K
$13.6M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
218+ 3.67% |
$22.5K - $28K
|
6.15K
$840K
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-4- 0.07% |
$413 - $514
|
5.91K
$808K
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.78% |
$1.44K - $1.8K
|
1.78K
$243K
|
|
Aug 13, 2025
Q2 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-158K- 12.66% |
$16.3M - $20.3M
|
1.09M
$149M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
61.6K+ 21.97% |
$6.36M - $7.92M
|
342K
$46.7M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.1K+ 3.2% |
$1.14M - $1.43M
|
358K
$48.9M
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-5.43K- 49.5% |
$560K - $697K
|
5.53K
$756K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-718- 0.61% |
$74.1K - $92.3K
|
117K
$16M
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$348K - $433K
|
3.37K
$460K
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.01K- 3.69% |
$104K - $130K
|
26.3K
$3.6M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
742+ 1.39% |
$76.5K - $95.4K
|
54.3K
$7.42M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 11.28% |
$415K - $518K
|
39.7K
$5.43M
|
|
Aug 13, 2025
Q2 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.23K+ 3.87% |
$334K - $416K
|
86.7K
$11.8M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.32K+ 27.94% |
$239K - $298K
|
10.6K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.51K- 3.98% |
$259K - $323K
|
60.6K
$8.28M
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.14% |
$103 - $129
|
738
$101K
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
909+ 37.83% |
$93.8K - $117K
|
3.31K
$452K
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
893+ 3.7% |
$92.1K - $115K
|
25K
$3.42M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
32.9K+ 14.81% |
$3.39M - $4.22M
|
255K
$34.8M
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-629- 7.74% |
$64.9K - $80.8K
|
7.5K
$1.02M
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.49M- 68.01% |
$154M - $192M
|
702K
$95.8M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.3KNew |
$1.78M - $2.22M
|
17.3K
$2.36M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
48.6K+ 1.89% |
$5.01M - $6.24M
|
2.62M
$358M
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.55K+ 23.99% |
$366K - $456K
|
18.3K
$2.51M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-81- 2.91% |
$8.36K - $10.4K
|
2.7K
$369K
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-37.5K- 36.62% |
$3.86M - $4.81M
|
64.8K
$8.86M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47.5K+ 6.56% |
$4.9M - $6.1M
|
772K
$105M
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
38.3K+ 9.59% |
$3.95M - $4.92M
|
438K
$59.8M
|
|
Aug 13, 2025
Q2 2025
|
Madrone Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-823K- 65.15% |
$84.9M - $106M
|
440K
$60.1M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 26.75% |
$135K - $168K
|
6.21K
$849K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
738+ 6.18% |
$76.1K - $94.8K
|
12.7K
$1.73M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.01K- 3.39% |
$310K - $387K
|
85.8K
$11.7M
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
524+ 12.98% |
$54.1K - $67.3K
|
4.56K
$623K
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-131- 5.49% |
$13.5K - $16.8K
|
2.25K
$308K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
80+ 3.51% |
$8.25K - $10.3K
|
2.36K
$323K
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.01K- 43.55% |
$517K - $644K
|
6.5K
$887K
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
108K+ 5.03% |
$11.1M - $13.9M
|
2.25M
$308M
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
350+ 0.29% |
$36.1K - $45K
|
122K
$16.7M
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
706+ 10.93% |
$72.8K - $90.7K
|
7.17K
$979K
|