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 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-430- 11.82% |
$46.3K - $51.6K
|
3.21K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
335+ 0.16% |
$36.1K - $40.2K
|
209K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-130- 3.41% |
$14K - $15.6K
|
3.68K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.6K+ 2.62% |
$5.67M - $6.31M
|
2.06M
$243M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.68K- 8.56% |
$180K - $201K
|
17.9K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.03K- 1.28% |
$218K - $243K
|
156K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.24K+ 14.68% |
$349K - $388K
|
25.3K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-84- 0.1% |
$9.05K - $10.1K
|
82.5K
$9.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 1.02% |
$5.39K - $6K
|
4.86K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
89+ 6.42% |
$9.59K - $10.7K
|
1.48K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$451K - $503K
|
4.19K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.89% |
$2.69K - $3K
|
2.83K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.26K- 0.94% |
$136K - $152K
|
133K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.23% |
$3.23K - $3.6K
|
12.8K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.35K- 2.97% |
$146K - $162K
|
44.1K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 2.58% |
$9.59K - $10.7K
|
3.36K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$108 - $120
|
3.59K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.94K+ 2.52% |
$317K - $353K
|
120K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.06K- 2.54% |
$114K - $127K
|
40.7K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-127- 2.01% |
$13.7K - $15.2K
|
6.19K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.19KNew |
$990K - $1.1M
|
9.19K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.05% |
$431 - $480
|
7.81K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-119- 1.85% |
$12.8K - $14.3K
|
6.3K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.89K+ 4.33% |
$311K - $346K
|
69.5K
$8.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-30.9K- 89.03% |
$3.33M - $3.71M
|
3.81K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 2.31% |
$4.96K - $5.52K
|
1.95K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 2.71% |
$1.05M - $1.17M
|
369K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 3.36% |
$253K - $282K
|
67.5K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.81K+ 19.75% |
$842K - $937K
|
47.4K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
53+ 2.48% |
$5.71K - $6.36K
|
2.19K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.27K- 1.6% |
$352K - $392K
|
201K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-172- 17.37% |
$18.5K - $20.6K
|
818
$96.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-263- 1.51% |
$28.3K - $31.5K
|
17.1K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.51K+ 19.04% |
$594K - $661K
|
34.5K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.61K+ 3.85% |
$173K - $193K
|
43.3K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-916- 0.6% |
$98.7K - $110K
|
152K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-19- 0.59% |
$2.05K - $2.28K
|
3.21K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
523+ 15.99% |
$56.3K - $62.7K
|
3.79K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.2K+ 61.47% |
$3.58M - $3.99M
|
87.3K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.8K- 11.11% |
$1.49M - $1.66M
|
111K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-11.7K- 5.49% |
$1.26M - $1.41M
|
202K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.1KNew |
$334K - $372K
|
3.1K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4K- 39.95% |
$431K - $480K
|
6.02K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.64K- 6.85% |
$823K - $917K
|
104K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
229+ 4.4% |
$24.7K - $27.5K
|
5.43K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.93K+ 9.43% |
$855K - $952K
|
92K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.5K+ 12.78% |
$8.24M - $9.18M
|
675K
$79.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 11.93% |
$1.11M - $1.24M
|
97.1K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.44K- 49.25% |
$371K - $413K
|
3.55K
$419K
|