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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.48% |
$1.76K - $1.91K
|
3.99K
$471K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.11K - $1.21K
|
3.53K
$417K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 0.25% |
$835 - $905
|
3.59K
$424K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.09% |
$742 - $805
|
8.61K
$1.02M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
5New |
$464 - $503
|
5
$590
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.09% |
$186 - $201
|
2.19K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$92.8 - $101
|
14.6K
$1.72M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$1.87M - $2.01M
|
20.5K
$2.42M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.23K+ 53.59% |
$478K - $513K
|
15K
$1.77M
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$377K - $405K
|
4.13K
$488K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.34K+ 9.87% |
$305K - $328K
|
37.2K
$4.39M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.18KNew |
$290K - $312K
|
3.18K
$375K
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.97KNew |
$272K - $292K
|
2.97K
$351K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.69KNew |
$246K - $264K
|
2.69K
$318K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.3KNew |
$210K - $226K
|
2.3K
$272K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.34KNew |
$122K - $131K
|
1.34K
$158K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
547New |
$50K - $53.6K
|
547
$64.6K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
537New |
$49K - $52.7K
|
537
$63.4K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
317+ 7.27% |
$29K - $31.1K
|
4.68K
$552K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
285New |
$26K - $27.9K
|
285
$33.6K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
273+ 1.99% |
$24.9K - $26.8K
|
14K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
262New |
$23.9K - $25.7K
|
262
$30.9K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
138+ 0.53% |
$12.6K - $13.5K
|
26.2K
$3.09M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111New |
$10.1K - $10.9K
|
111
$13.1K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$6.58K - $7.06K
|
72
$8.5K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
48New |
$4.38K - $4.71K
|
48
$5.67K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
41New |
$3.74K - $4.02K
|
41
$4.84K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33+ 0.23% |
$3.01K - $3.24K
|
14.1K
$1.67M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.74K - $2.94K
|
30
$3.54K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
25+ 0.79% |
$2.28K - $2.45K
|
3.21K
$378K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14New |
$1.28K - $1.37K
|
14
$1.65K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6New |
$548 - $588
|
6
$708
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.19% |
$457 - $490
|
2.67K
$315K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.58% |
$365 - $392
|
691
$81.6K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$91.3 - $98.1
|
736
$86.9K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.1KNew |
$871K - $955K
|
10.1K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
5K+ 14.54% |
$431K - $473K
|
39.4K
$4.65M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.12KNew |
$355K - $389K
|
4.12K
$486K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.11KNew |
$355K - $389K
|
4.11K
$485K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.35KNew |
$289K - $317K
|
3.35K
$396K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.82KNew |
$243K - $267K
|
2.82K
$333K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$207K - $226K
|
2.4K
$283K
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.21KNew |
$190K - $209K
|
2.21K
$261K
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$190K - $209K
|
2.21K
$260K
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.2KNew |
$190K - $208K
|
2.2K
$260K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$86.2K - $94.6K
|
1K
$118K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
500New |
$43.1K - $47.3K
|
500
$59K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$23.6K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
138New |
$11.9K - $13K
|
138
$16.3K
|