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 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.06K- 22.14% |
$115K - $128K
|
3.74K
$455K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 3.83% |
$126K - $140K
|
29.3K
$3.57M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.87% |
$6.57K - $7.32K
|
3.2K
$389K
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.08% |
$1.29K - $1.44K
|
14.6K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-500- 1.56% |
$53.9K - $60K
|
31.5K
$3.83M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-810- 2.37% |
$87.3K - $97.2K
|
33.4K
$4.06M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 70.59% |
$1.29K - $1.44K
|
29
$3.53K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
9+ 0.13% |
$969 - $1.08K
|
6.92K
$842K
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-15.1K- 53.23% |
$1.63M - $1.81M
|
13.3K
$1.62M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07K+ 11.78% |
$115K - $128K
|
10.1K
$1.23M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-957- 8.35% |
$103K - $115K
|
10.5K
$1.28M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
187+ 3.33% |
$20.1K - $22.4K
|
5.8K
$706K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-14- 0.74% |
$1.51K - $1.68K
|
1.88K
$228K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-94- 2.07% |
$10.1K - $11.3K
|
4.44K
$541K
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
11.7KNew |
$1.26M - $1.4M
|
11.7K
$1.42M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
212+ 7.57% |
$22.8K - $25.4K
|
3.01K
$367K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
611+ 19.06% |
$65.8K - $73.3K
|
3.82K
$464K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 12.32% |
$143K - $159K
|
12.1K
$1.47M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.21K- 21.77% |
$238K - $265K
|
7.95K
$968K
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-975- 39.27% |
$105K - $117K
|
1.51K
$183K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-152- 3.71% |
$16.4K - $18.2K
|
3.95K
$480K
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$181K - $202K
|
1.68K
$204K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 1.72% |
$3.77K - $4.2K
|
2K
$243K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
4.47K+ 61.26% |
$481K - $536K
|
11.8K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
542New |
$58.4K - $65K
|
542
$65.9K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.84K- 6.35% |
$305K - $340K
|
41.8K
$5.09M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.22K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
102+ 1.31% |
$11K - $12.2K
|
7.92K
$963K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.02K+ 1.32% |
$110K - $122K
|
78K
$9.49M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-471- 0.27% |
$50.7K - $56.5K
|
177K
$21.5M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.75KNew |
$189K - $210K
|
1.75K
$213K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.38K+ 43.31% |
$148K - $165K
|
4.55K
$554K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.69K- 37.07% |
$182K - $203K
|
2.87K
$349K
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
179+ 0.47% |
$19.3K - $21.5K
|
38.3K
$4.66M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.6K- 7.34% |
$280K - $312K
|
32.8K
$4M
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
120+ 3.6% |
$12.9K - $14.4K
|
3.45K
$420K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-728- 84.65% |
$78.4K - $87.3K
|
132
$16.1K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-372- 5.88% |
$40.1K - $44.6K
|
5.96K
$725K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.09K+ 8.73% |
$117K - $130K
|
13.5K
$1.64M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.59K- 16.89% |
$171K - $191K
|
7.83K
$953K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.87KNew |
$201K - $224K
|
1.87K
$227K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.2% |
$431 - $480
|
2.04K
$248K
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2.46KClosed |
$265K - $295K
|
0
$0
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
665+ 7.34% |
$71.6K - $79.8K
|
9.72K
$1.18M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.01% |
$1.29K - $1.44K
|
159K
$19.4M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-106- 4.14% |
$11.4K - $12.7K
|
2.45K
$299K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-152- 1.04% |
$16.4K - $18.2K
|
14.4K
$1.76M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
956+ 1.29% |
$103K - $115K
|
74.8K
$9.1M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 20.12% |
$533K - $593K
|
29.5K
$3.59M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
582+ 28.96% |
$62.7K - $69.8K
|
2.59K
$315K
|