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 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.08KNew |
$127K - $133K
|
1.08K
$139K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 537.5% |
$126K - $132K
|
1.28K
$163K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$135K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
864New |
$101K - $106K
|
864
$111K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
837+ 19.24% |
$98K - $103K
|
5.19K
$664K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
818New |
$95.8K - $101K
|
818
$105K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
802+ 27.82% |
$93.9K - $98.7K
|
3.69K
$472K
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
800+ 12.17% |
$93.7K - $98.5K
|
7.37K
$943K
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
740+ 12.56% |
$86.6K - $91.1K
|
6.63K
$849K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
681+ 46.58% |
$79.7K - $83.8K
|
2.14K
$274K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
630New |
$73.8K - $77.5K
|
630
$80.6K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$66.4K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 257.5% |
$60.3K - $63.4K
|
715
$91.5K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
480+ 21.71% |
$56.2K - $59.1K
|
2.69K
$344K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
441New |
$51.6K - $54.3K
|
441
$56.4K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
414New |
$48.5K - $51K
|
414
$53K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
359New |
$42K - $44.2K
|
359
$46K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
296+ 0.74% |
$34.7K - $36.4K
|
40.2K
$5.14M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 5.24% |
$29.3K - $30.8K
|
5.03K
$643K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248New |
$29K - $30.5K
|
248
$31.7K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$21.1K - $22.2K
|
180
$23K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
172New |
$20.1K - $21.2K
|
172
$22K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$17.7K - $18.6K
|
151
$19.3K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
140+ 4.61% |
$16.4K - $17.2K
|
3.18K
$406K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
131+ 0.86% |
$15.3K - $16.1K
|
15.4K
$1.97M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
119New |
$13.9K - $14.6K
|
119
$15.2K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$10.8K - $11.3K
|
92
$11.8K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70New |
$8.2K - $8.61K
|
70
$8.96K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$7.73K - $8.12K
|
66
$8.45K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.76% |
$7.38K - $7.75K
|
8.33K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
44New |
$5.15K - $5.42K
|
44
$5.63K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$5.12K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$5.12K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
38+ 0.75% |
$4.45K - $4.68K
|
5.13K
$657K
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.99% |
$4.45K - $4.68K
|
3.87K
$495K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 5.33% |
$3.75K - $3.94K
|
632
$80.9K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$3.28K - $3.45K
|
28
$3.58K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22+ 0.72% |
$2.58K - $2.71K
|
3.06K
$392K
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16New |
$1.87K - $1.97K
|
16
$2.05K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15New |
$1.76K - $1.85K
|
15
$1.92K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$1.64K - $1.72K
|
14
$1.79K
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
13+ 0.77% |
$1.52K - $1.6K
|
1.71K
$219K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 2.1% |
$1.17K - $1.23K
|
487
$62.3K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8+ 0.39% |
$937 - $985
|
2.05K
$262K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8+ 0.32% |
$937 - $985
|
2.5K
$320K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 0.06% |
$468 - $492
|
7.26K
$930K
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.05% |
$234 - $246
|
3.76K
$482K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1+ 0.0% |
$117 - $123
|
25.1K
$3.21M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.01% |
$117 - $123
|
14.2K
$1.81M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.57% |
$117 - $123
|
176
$22.5K
|