Latest Institutional Purchases of Vanguard Total World Stk Index (VT)
This list provides information on the latest institutional transactions involving Vanguard Total World Stk Index (VT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
145K+ 46.04% |
$16.9M - $17.8M
|
459K
$54.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
49.1K+ 9.03% |
$5.75M - $6.05M
|
593K
$70.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
18.8K+ 83.86% |
$2.2M - $2.31M
|
41.2K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
14.8K+ 25.16% |
$1.73M - $1.82M
|
73.6K
$8.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8.93KNew |
$1.05M - $1.1M
|
8.93K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 24.72% |
$949K - $997K
|
40.9K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.09K+ 327.17% |
$831K - $873K
|
9.26K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
6.37K+ 3.32% |
$745K - $783K
|
198K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.4K+ 18.69% |
$515K - $541K
|
27.9K
$3.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.23K+ 15.15% |
$495K - $520K
|
32.1K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
4.08KNew |
$478K - $502K
|
4.08K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.05K+ 42.51% |
$474K - $499K
|
13.6K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.8K+ 11.16% |
$328K - $345K
|
27.9K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.57KNew |
$300K - $316K
|
2.57K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.47KNew |
$289K - $303K
|
2.47K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.18K+ 61.79% |
$256K - $269K
|
5.72K
$683K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.8K+ 4.49% |
$211K - $222K
|
42K
$5.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.57K+ 42.31% |
$184K - $193K
|
5.27K
$630K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.35K+ 3.85% |
$158K - $166K
|
36.5K
$4.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 2.91% |
$154K - $161K
|
46.5K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.3K+ 5.91% |
$152K - $160K
|
23.3K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29KNew |
$151K - $159K
|
1.29K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.19K+ 14.85% |
$139K - $146K
|
9.17K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 48.34% |
$121K - $128K
|
3.18K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
897+ 7.85% |
$105K - $110K
|
12.3K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
837+ 19.24% |
$98K - $103K
|
5.19K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
817+ 9.64% |
$95.7K - $101K
|
9.3K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
716+ 0.53% |
$83.8K - $88.1K
|
135K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
565+ 11.02% |
$66.2K - $69.5K
|
5.69K
$680K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
547+ 14.98% |
$64K - $67.3K
|
4.2K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
525+ 22.24% |
$61.5K - $64.6K
|
2.89K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$62K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 257.5% |
$60.3K - $63.4K
|
715
$85.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
480+ 21.71% |
$56.2K - $59.1K
|
2.69K
$322K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
480+ 6.71% |
$56.2K - $59.1K
|
7.63K
$912K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
451+ 4.4% |
$52.8K - $55.5K
|
10.7K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
328+ 5.61% |
$38.4K - $40.4K
|
6.18K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
271+ 1.01% |
$31.7K - $33.4K
|
27.2K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
255+ 2.58% |
$29.9K - $31.4K
|
10.1K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 7.58% |
$29.3K - $30.8K
|
3.55K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$29.3K - $30.8K
|
250
$29.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222+ 5.9% |
$26K - $27.3K
|
3.98K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
211+ 2.0% |
$24.7K - $26K
|
10.8K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188+ 0.48% |
$22K - $23.1K
|
39.8K
$4.75M
|