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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.78% |
$117 - $123
|
129
$16.5K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 2.13% |
$117 - $123
|
48
$6.14K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$117 - $123
|
119
$15.2K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.74% |
$117 - $123
|
136
$17.4K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
619K+ 45265.28% |
$66.7M - $74.3M
|
621K
$79.4M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608KNew |
$65.5M - $73M
|
608K
$77.8M
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
162K+ 1.0% |
$17.4M - $19.4M
|
16.3M
$2.08B
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.7K+ 43.34% |
$6.54M - $7.28M
|
201K
$25.7M
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
43.4KNew |
$4.68M - $5.21M
|
43.4K
$5.56M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.4K+ 8.97% |
$3.39M - $3.77M
|
382K
$48.9M
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
10.9K+ 278.31% |
$1.17M - $1.31M
|
14.8K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 11.93% |
$1.11M - $1.24M
|
97.1K
$12.4M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.23KNew |
$779K - $867K
|
7.23K
$925K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.5KNew |
$592K - $659K
|
5.5K
$704K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.74KNew |
$511K - $569K
|
4.74K
$607K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$451K - $503K
|
4.19K
$536K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.1KNew |
$334K - $372K
|
3.1K
$397K
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.96KNew |
$319K - $355K
|
2.96K
$379K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.54KNew |
$273K - $304K
|
2.54K
$325K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.37KNew |
$255K - $284K
|
2.37K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.1KNew |
$226K - $252K
|
2.1K
$269K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.81KNew |
$195K - $217K
|
1.81K
$232K
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.76KNew |
$190K - $211K
|
1.76K
$225K
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$187K - $208K
|
1.74K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$220K
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$181K - $202K
|
1.68K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$215K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$180K - $201K
|
1.67K
$214K
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38K+ 32.57% |
$148K - $165K
|
5.6K
$717K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.33K+ 275.98% |
$144K - $160K
|
1.82K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.28K+ 9.56% |
$138K - $153K
|
14.6K
$1.87M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
828+ 26.14% |
$89.2K - $99.3K
|
4K
$511K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$75.4K - $84K
|
700
$89.6K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
631New |
$68K - $75.7K
|
631
$80.8K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
577+ 5.28% |
$62.2K - $69.2K
|
11.5K
$1.47M
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
458+ 9.04% |
$49.3K - $54.9K
|
5.53K
$707K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$45.8K - $51K
|
425
$54.4K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
386New |
$41.6K - $46.3K
|
386
$49.4K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
323New |
$34.8K - $38.7K
|
323
$41.3K
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
285+ 14.17% |
$30.7K - $34.2K
|
2.3K
$294K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
233New |
$25.1K - $28K
|
233
$29.8K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
117New |
$12.6K - $14K
|
117
$15K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
73+ 20.51% |
$7.86K - $8.76K
|
429
$54.9K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$7.43K - $8.28K
|
69
$8.83K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
61New |
$6.57K - $7.32K
|
61
$7.81K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54New |
$5.82K - $6.48K
|
54
$6.91K
|