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 |
---|---|---|---|---|---|---|---|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
$1.73K - $1.86K
|
15
$1.98K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15+ 65.22% |
$1.73K - $1.86K
|
38
$5.01K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.32% |
$1.73K - $1.86K
|
4.67K
$616K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 2.11% |
$1.5K - $1.61K
|
630
$83K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.38K - $1.49K
|
2.63K
$347K
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
12+ 0.58% |
$1.38K - $1.49K
|
2.09K
$275K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10New |
$1.15K - $1.24K
|
10
$1.32K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.78% |
$921 - $992
|
1.04K
$137K
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$806 - $868
|
7
$923
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.19% |
$806 - $868
|
3.73K
$491K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 0.58% |
$690 - $744
|
1.04K
$137K
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.14% |
$345 - $372
|
2.19K
$288K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$230 - $248
|
2.55K
$336K
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2+ 0.08% |
$230 - $248
|
2.55K
$336K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.49% |
$230 - $248
|
413
$54.4K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$115 - $124
|
1.99K
$262K
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $124
|
5.42K
$715K
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.04% |
$115 - $124
|
2.53K
$334K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$115 - $124
|
1.39K
$183K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.0% |
$115 - $124
|
21.1K
$2.78M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.87% |
$115 - $124
|
116
$15.3K
|
|
Q4 2024 | |||||||
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
501KNew |
$58.7M - $61.7M
|
501K
$66.1M
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
101KNew |
$11.8M - $12.4M
|
101K
$13.3M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
42.1KNew |
$4.93M - $5.18M
|
42.1K
$5.55M
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
38.1KNew |
$4.47M - $4.69M
|
38.1K
$5.03M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$2.75M - $2.89M
|
23.5K
$3.09M
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$2.74M - $2.88M
|
23.4K
$3.09M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
22.6KNew |
$2.65M - $2.78M
|
22.6K
$2.98M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1KNew |
$2M - $2.1M
|
17.1K
$2.25M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
16.4KNew |
$1.92M - $2.02M
|
16.4K
$2.16M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.1KNew |
$1.54M - $1.62M
|
13.1K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.1K+ 652.5% |
$1.53M - $1.61M
|
15.1K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.38M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.1KNew |
$1.19M - $1.25M
|
10.1K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.37KNew |
$1.1M - $1.15M
|
9.37K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
9.26KNew |
$1.08M - $1.14M
|
9.26K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
9.22KNew |
$1.08M - $1.13M
|
9.22K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
7.71KNew |
$903K - $949K
|
7.71K
$1.02M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.97KNew |
$816K - $858K
|
6.97K
$919K
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$668K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$661K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$957K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
4.1KNew |
$480K - $505K
|
4.1K
$540K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$371K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.48KNew |
$291K - $305K
|
2.48K
$327K
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
2.45KNew |
$287K - $301K
|
2.45K
$323K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.25KNew |
$263K - $276K
|
2.25K
$296K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.9KNew |
$223K - $234K
|
1.9K
$251K
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.81KNew |
$212K - $223K
|
1.81K
$239K
|