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 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 44.44% |
$135K - $145K
|
1.47K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
492+ 2.71% |
$56.6K - $61K
|
18.7K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2+ 0.08% |
$230 - $248
|
2.55K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.82K+ 13.22% |
$209K - $226K
|
15.6K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
558+ 6.9% |
$64.2K - $69.2K
|
8.64K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
985+ 39.35% |
$113K - $122K
|
3.49K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 0.63% |
$1.73K - $1.86K
|
2.38K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.07% |
$1.27K - $1.36K
|
14.8K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
268K+ 11.24% |
$30.9M - $33.2M
|
2.65M
$342M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
736+ 9.96% |
$84.7K - $91.2K
|
8.13K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-20- 0.01% |
$2.3K - $2.48K
|
164K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-185- 8.71% |
$21.3K - $22.9K
|
1.94K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-198- 6.22% |
$22.8K - $24.5K
|
2.98K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
37+ 0.6% |
$4.26K - $4.59K
|
6.23K
$802K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
64.5K+ 5.28% |
$7.42M - $7.99M
|
1.29M
$166M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-121- 53.07% |
$13.9K - $15K
|
107
$13.8K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
89.5K+ 593.94% |
$10.3M - $11.1M
|
105K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-252- 3.18% |
$29K - $31.2K
|
7.66K
$987K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-140- 7.67% |
$16.1K - $17.4K
|
1.69K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26K- 2.67% |
$2.99M - $3.22M
|
947K
$122M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
49+ 0.38% |
$5.64K - $6.07K
|
12.8K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1K- 3.32% |
$115K - $124K
|
29.1K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
295+ 9.27% |
$33.9K - $36.6K
|
3.48K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
76+ 0.38% |
$8.75K - $9.42K
|
20.3K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-9.2K- 9.92% |
$1.06M - $1.14M
|
83.5K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-133- 3.86% |
$15.3K - $16.5K
|
3.32K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
71+ 0.98% |
$8.17K - $8.8K
|
7.31K
$942K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-7- 2.14% |
$806 - $868
|
320
$41.2K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.48K- 77.01% |
$746K - $804K
|
1.94K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.18% |
$115 - $124
|
542
$69.8K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
25.1KNew |
$2.88M - $3.11M
|
25.1K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
113+ 4.6% |
$13K - $14K
|
2.57K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.04K+ 1.33% |
$119K - $128K
|
78.8K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
130K+ 83.36% |
$14.9M - $16.1M
|
285K
$36.8M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.18% |
$115 - $124
|
548
$70.6K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-24- 0.16% |
$2.76K - $2.98K
|
14.6K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.29K- 2.4% |
$608K - $655K
|
215K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-126- 0.71% |
$14.5K - $15.6K
|
17.5K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.07K- 43.15% |
$699K - $752K
|
8K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
148+ 0.25% |
$17K - $18.3K
|
59.2K
$7.62M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.24K+ 20.6% |
$143K - $154K
|
7.28K
$938K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.85K+ 22.39% |
$328K - $354K
|
15.6K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
561+ 7.34% |
$64.6K - $69.5K
|
8.2K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
186+ 2.29% |
$21.4K - $23.1K
|
8.32K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.58K- 72.79% |
$757K - $815K
|
2.46K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
829+ 31.17% |
$95.4K - $103K
|
3.49K
$449K
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
1.19K+ 7.87% |
$136K - $147K
|
16.2K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.92K- 5.55% |
$566K - $610K
|
83.7K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.4K+ 10.86% |
$6.03M - $6.5M
|
535K
$68.9M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-453- 4.84% |
$52.1K - $56.2K
|
8.91K
$1.15M
|