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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.05K- 8.64% |
$544K - $606K
|
53.4K
$6.31M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.42K- 10.0% |
$369K - $410K
|
30.8K
$3.64M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.3K+ 5.71% |
$2.51M - $2.8M
|
432K
$51M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.66K- 30.28% |
$610K - $679K
|
13K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75+ 0.62% |
$8.08K - $9K
|
12.2K
$1.44M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
75.1K+ 3420.41% |
$8.09M - $9.01M
|
77.3K
$9.13M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.36K+ 98.22% |
$577K - $643K
|
10.8K
$1.28M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184K+ 66.33% |
$19.8M - $22M
|
461K
$54.4M
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
158+ 0.41% |
$17K - $19K
|
38.7K
$4.58M
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-140- 1.78% |
$15.1K - $16.8K
|
7.71K
$910K
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11+ 0.4% |
$1.18K - $1.32K
|
2.74K
$323K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.15% |
$431 - $480
|
2.73K
$322K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 16.07% |
$169K - $188K
|
8.19K
$967K
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.04% |
$969 - $1.08K
|
20.9K
$2.46M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-198- 5.46% |
$21.3K - $23.8K
|
3.43K
$405K
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
852+ 21.46% |
$91.8K - $102K
|
4.82K
$570K
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-150- 0.53% |
$16.2K - $18K
|
27.9K
$3.3M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.81KNew |
$195K - $217K
|
1.81K
$214K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77New |
$8.29K - $9.24K
|
77
$9.09K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
158+ 12.75% |
$17K - $19K
|
1.4K
$165K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
167+ 1.06% |
$18K - $20K
|
16K
$1.89M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-345- 0.82% |
$37.2K - $41.4K
|
41.9K
$4.94M
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-549- 5.24% |
$59.1K - $65.9K
|
9.93K
$1.17M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.23KNew |
$779K - $867K
|
7.23K
$854K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54New |
$5.82K - $6.48K
|
54
$6.38K
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.3K+ 24.14% |
$140K - $156K
|
6.67K
$788K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.36K+ 2.73% |
$147K - $164K
|
51.3K
$6.06M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.39K- 0.15% |
$150K - $167K
|
915K
$108M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.09K+ 10.74% |
$225K - $250K
|
21.5K
$2.54M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 10.51% |
$241K - $268K
|
23.5K
$2.77M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
117New |
$12.6K - $14K
|
117
$13.8K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-125- 4.97% |
$13.5K - $15K
|
2.39K
$282K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
25+ 0.2% |
$2.69K - $3K
|
12.7K
$1.5M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
137+ 0.98% |
$14.8K - $16.4K
|
14.2K
$1.67M
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
3.87KNew |
$417K - $464K
|
3.87K
$457K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.44% |
$1.08K - $1.2K
|
2.27K
$268K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-353- 32.65% |
$38K - $42.3K
|
728
$86K
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.23K+ 1.23% |
$132K - $147K
|
101K
$11.9M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.8K- 15.06% |
$1.49M - $1.66M
|
77.9K
$9.21M
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
182+ 18.04% |
$19.6K - $21.8K
|
1.19K
$141K
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.93K- 44.89% |
$207K - $231K
|
2.36K
$279K
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-411- 6.24% |
$44.3K - $49.3K
|
6.17K
$729K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.74K+ 13.14% |
$941K - $1.05M
|
75.2K
$8.88M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.64K+ 1.54% |
$284K - $316K
|
173K
$20.5M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-352- 0.91% |
$37.9K - $42.2K
|
38.4K
$4.54M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-138- 17.0% |
$14.9K - $16.6K
|
674
$79.6K
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
9.8K+ 34.33% |
$1.06M - $1.18M
|
38.3K
$4.53M
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
11.8K+ 289.71% |
$1.27M - $1.42M
|
15.9K
$1.88M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.17% |
$431 - $480
|
2.38K
$281K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.14KNew |
$231K - $257K
|
2.14K
$253K
|