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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-163- 6.58% |
$16.8K - $20.9K
|
2.32K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
472+ 1.58% |
$48.7K - $60.7K
|
30.4K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.55% |
$2.37K - $2.96K
|
4.13K
$564K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.21K- 5.1% |
$227K - $283K
|
41K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 8.64% |
$135K - $168K
|
13.8K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
62+ 0.35% |
$6.4K - $7.97K
|
17.8K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
32KNew |
$3.3M - $4.11M
|
32K
$4.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.16K- 31.85% |
$739K - $920K
|
15.3K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
62+ 1.6% |
$6.4K - $7.97K
|
3.93K
$536K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.26K+ 218.67% |
$336K - $418K
|
4.75K
$648K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
3.86K+ 65.1% |
$398K - $496K
|
9.79K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
209+ 9.04% |
$21.6K - $26.9K
|
2.52K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.7K+ 8.16% |
$1.52M - $1.9M
|
195K
$26.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.87KNew |
$502K - $626K
|
4.87K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-30.9K- 8.69% |
$3.19M - $3.98M
|
325K
$44.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.08M+ 211.95% |
$112M - $139M
|
1.6M
$218M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12.9KNew |
$1.33M - $1.66M
|
12.9K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-28- 0.8% |
$2.89K - $3.6K
|
3.46K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.54K+ 44.09% |
$159K - $198K
|
5.03K
$687K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 6.72% |
$15.6K - $19.4K
|
2.4K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125- 1.43% |
$12.9K - $16.1K
|
8.6K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-40- 4.92% |
$4.13K - $5.14K
|
773
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
349+ 1.99% |
$36K - $44.9K
|
17.9K
$2.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
351New |
$36.2K - $45.1K
|
351
$47.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-28.7K- 22.83% |
$2.96M - $3.69M
|
97K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
437New |
$45.1K - $56.2K
|
437
$59.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 10.16% |
$125K - $155K
|
10.7K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.6K+ 6.37% |
$1.3M - $1.62M
|
211K
$28.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.84K- 16.72% |
$190K - $236K
|
9.17K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.62KNew |
$167K - $208K
|
1.62K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.03K+ 1.74% |
$106K - $132K
|
60.2K
$8.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17+ 3.44% |
$1.75K - $2.18K
|
511
$69.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
79+ 4.69% |
$8.15K - $10.2K
|
1.76K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
528+ 3.25% |
$54.5K - $67.9K
|
16.8K
$2.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.69KNew |
$175K - $218K
|
1.69K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
116+ 3.91% |
$12K - $14.9K
|
3.09K
$422K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
76.6K+ 12.4% |
$7.9M - $9.84M
|
695K
$94.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
307+ 2.35% |
$31.7K - $39.5K
|
13.4K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-619- 27.72% |
$63.9K - $79.6K
|
1.61K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-19.4K- 72.95% |
$2.01M - $2.5M
|
7.21K
$984K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-2.93K- 6.83% |
$302K - $376K
|
39.9K
$5.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$1.55K - $1.93K
|
15
$2.05K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 6.38% |
$763K - $950K
|
123K
$16.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 7.51% |
$1.34K - $1.67K
|
186
$25.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.05K+ 0.86% |
$108K - $135K
|
122K
$16.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.36% |
$103 - $129
|
277
$37.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-277- 2.96% |
$28.6K - $35.6K
|
9.07K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.14K+ 16.7% |
$324K - $404K
|
22K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
109+ 10900.0% |
$11.2K - $14K
|
110
$15K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-47- 0.59% |
$4.85K - $6.04K
|
7.96K
$1.09M
|