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, 2025
Q1 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
852K+ 230.0% |
$98.1M - $106M
|
1.22M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.86KNew |
$329K - $354K
|
2.86K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.7K- 7.46% |
$1.69M - $1.82M
|
183K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-794- 4.54% |
$91.4K - $98.4K
|
16.7K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.26K- 11.38% |
$835K - $900K
|
56.5K
$7.28M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
131K+ 941.12% |
$15.1M - $16.3M
|
145K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.04KNew |
$235K - $253K
|
2.04K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-212- 1.6% |
$24.4K - $26.3K
|
13K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-282K- 75.66% |
$32.4M - $34.9M
|
90.6K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.78K+ 81.03% |
$205K - $221K
|
3.98K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.4K+ 607.53% |
$2.12M - $2.28M
|
21.4K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
12K+ 37.69% |
$1.38M - $1.49M
|
43.9K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
16+ 0.31% |
$1.84K - $1.98K
|
5.15K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.14K+ 3.51% |
$131K - $141K
|
33.6K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 13.72% |
$496K - $534K
|
35.7K
$4.6M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.06K- 2.8% |
$122K - $132K
|
36.9K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 2.97% |
$13.3K - $14.4K
|
3.78K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 3.06% |
$194K - $209K
|
53.5K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.3KNew |
$3.15M - $3.39M
|
27.3K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
712+ 0.07% |
$81.9K - $88.3K
|
980K
$126M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
328+ 0.18% |
$37.7K - $40.7K
|
181K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
654K+ 42.03% |
$75.2M - $81M
|
2.21M
$284M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.48K+ 23.34% |
$285K - $307K
|
13.1K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-937- 3.43% |
$108K - $116K
|
26.4K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-386- 6.67% |
$44.4K - $47.9K
|
5.4K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-180- 3.66% |
$20.7K - $22.3K
|
4.73K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-98- 0.4% |
$11.3K - $12.1K
|
24.2K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-44- 73.33% |
$5.06K - $5.45K
|
16
$2.06K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-309- 14.71% |
$35.6K - $38.3K
|
1.79K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.33K+ 8.31% |
$499K - $537K
|
56.5K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
87+ 2.33% |
$10K - $10.8K
|
3.83K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-13.3K- 2.65% |
$1.53M - $1.65M
|
488K
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 36.87% |
$1.2M - $1.29M
|
38.6K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.02K+ 4.89% |
$462K - $498K
|
86.2K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
16.1K+ 5.69% |
$1.85M - $2M
|
299K
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.7K- 29.07% |
$426K - $459K
|
9.03K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.2K- 32.04% |
$138K - $149K
|
2.55K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28K- 3.72% |
$3.22M - $3.47M
|
724K
$93.2M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.39K+ 3.27% |
$159K - $172K
|
43.8K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-378K- 36.42% |
$43.5M - $46.9M
|
661K
$85M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
841+ 6.58% |
$96.8K - $104K
|
13.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
164+ 35.34% |
$18.9K - $20.3K
|
628
$80.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-307K- 15.91% |
$35.3M - $38M
|
1.62M
$209M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-24- 0.12% |
$2.76K - $2.98K
|
19.8K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
102+ 0.98% |
$11.7K - $12.6K
|
10.5K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.44M+ 126.87% |
$165M - $178M
|
2.57M
$331M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-218- 2.19% |
$25.1K - $27K
|
9.73K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
83+ 0.3% |
$9.55K - $10.3K
|
27.3K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13.6K- 31.25% |
$1.56M - $1.68M
|
29.9K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.8K- 9.1% |
$1.47M - $1.58M
|
128K
$16.4M
|