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 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 14.31% |
$4.08M - $4.55M
|
303K
$36.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
642+ 36.15% |
$69.2K - $77K
|
2.42K
$294K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
200New |
$21.5K - $24K
|
200
$24.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
502+ 2.08% |
$54.1K - $60.2K
|
24.6K
$2.99M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.24K- 1.13% |
$134K - $149K
|
109K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.26K+ 10.99% |
$674K - $750K
|
63.2K
$7.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
281+ 5.94% |
$30.3K - $33.7K
|
5.01K
$609K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.08K+ 42.92% |
$548K - $610K
|
16.9K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
60+ 0.23% |
$6.46K - $7.2K
|
26.1K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 9.63% |
$1.4K - $1.56K
|
148
$18K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.62K+ 1.38% |
$713K - $794K
|
488K
$59.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.98K- 8.41% |
$213K - $237K
|
21.5K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
697+ 2.5% |
$75.1K - $83.6K
|
28.6K
$3.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.33K+ 275.98% |
$144K - $160K
|
1.82K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$13.5K - $15K
|
125
$15.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.6K+ 1.86% |
$172K - $192K
|
87.7K
$10.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608KNew |
$65.5M - $73M
|
608K
$74M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
386+ 11.58% |
$41.6K - $46.3K
|
3.72K
$452K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.02% |
$539 - $600
|
23.6K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-61- 32.28% |
$6.57K - $7.32K
|
128
$15.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9+ 0.39% |
$969 - $1.08K
|
2.31K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
207K+ 10279.45% |
$22.3M - $24.8M
|
209K
$25.4M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.47KNew |
$158K - $176K
|
1.47K
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
482+ 3.43% |
$51.9K - $57.8K
|
14.5K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.42K+ 3.54% |
$153K - $170K
|
41.5K
$5.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 1.08% |
$754 - $840
|
640
$77.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.54K- 34.63% |
$274K - $305K
|
4.8K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.71K- 5.42% |
$292K - $325K
|
47.3K
$5.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
86K+ 14.4% |
$9.26M - $10.3M
|
683K
$83.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.36K- 76.27% |
$147K - $164K
|
424
$51.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
53.1K+ 13.68% |
$5.72M - $6.37M
|
441K
$53.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.22K+ 145.78% |
$346K - $386K
|
5.42K
$660K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
91+ 4.34% |
$9.8K - $10.9K
|
2.19K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.13KNew |
$337K - $375K
|
3.13K
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-349- 5.56% |
$37.6K - $41.9K
|
5.93K
$722K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27.8K- 24.84% |
$2.99M - $3.33M
|
84K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-346K- 16.71% |
$37.2M - $41.5M
|
1.72M
$210M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.01K+ 10.17% |
$648K - $721K
|
65.1K
$7.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
10.9K+ 278.31% |
$1.17M - $1.31M
|
14.8K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-264- 4.02% |
$28.4K - $31.7K
|
6.3K
$766K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$431 - $480
|
9.9K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
461K+ 23.67% |
$49.7M - $55.3M
|
2.41M
$293M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.41K+ 31.98% |
$260K - $289K
|
9.95K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-524- 7.93% |
$56.4K - $62.9K
|
6.08K
$740K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
676+ 9.85% |
$72.8K - $81.1K
|
7.54K
$917K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-185- 1.66% |
$19.9K - $22.2K
|
11K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.13% |
$108 - $120
|
792
$96.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83KNew |
$197K - $219K
|
1.83K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-231- 37.56% |
$24.9K - $27.7K
|
384
$46.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
789K+ 7.17% |
$85M - $94.6M
|
11.8M
$1.44B
|