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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.85KNew |
$194K - $210K
|
1.85K
$243K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 21.97% |
$144K - $156K
|
7.63K
$1.01M
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
986+ 37.15% |
$103K - $112K
|
3.64K
$480K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$42.8K - $46.3K
|
408
$53.8K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
370New |
$38.8K - $42K
|
370
$48.8K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
246New |
$25.8K - $27.9K
|
246
$32.4K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
160New |
$16.8K - $18.2K
|
160
$21.1K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
146New |
$15.3K - $16.6K
|
146
$19.2K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
118New |
$12.4K - $13.4K
|
118
$15.6K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
88New |
$9.23K - $9.99K
|
88
$11.6K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.25K - $5.68K
|
50
$6.59K
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
45+ 2.34% |
$4.72K - $5.11K
|
1.97K
$260K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$3.36K - $3.63K
|
6.23K
$822K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.31K - $2.5K
|
22
$2.9K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8+ 0.01% |
$840 - $908
|
69.9K
$9.21M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 0.37% |
$735 - $795
|
1.89K
$250K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$210 - $227
|
2
$264
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 3.13% |
$210 - $227
|
66
$8.7K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.33% |
$105 - $114
|
76
$10K
|
|
Q1 2024 | |||||||
May 02, 2024
Q1 2024
|
Rainwater Charitable Foundation
|
BUY
|
- |
220KNew |
$22.2M - $24.4M
|
220K
$29.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.8K+ 890.52% |
$6.83M - $7.5M
|
75.4K
$9.94M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
38.6KNew |
$3.88M - $4.26M
|
38.6K
$5.08M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.5KNew |
$1.46M - $1.61M
|
14.5K
$1.92M
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.09KNew |
$713K - $783K
|
7.09K
$934K
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$634K - $696K
|
6.3K
$830K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.69KNew |
$472K - $518K
|
4.69K
$618K
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.59KNew |
$462K - $507K
|
4.59K
$605K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.14KNew |
$417K - $458K
|
4.14K
$546K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.51KNew |
$354K - $388K
|
3.51K
$463K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.13KNew |
$215K - $235K
|
2.13K
$281K
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.05KNew |
$206K - $227K
|
2.05K
$270K
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$187K - $205K
|
1.86K
$245K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.83KNew |
$184K - $202K
|
1.83K
$241K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.82KNew |
$183K - $201K
|
1.82K
$240K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.78KNew |
$179K - $197K
|
1.78K
$234K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.51K+ 42.08% |
$152K - $167K
|
5.11K
$674K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.37KNew |
$138K - $151K
|
1.37K
$181K
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.74% |
$137K - $150K
|
12.9K
$1.71M
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.01KNew |
$102K - $112K
|
1.01K
$134K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
810+ 11.22% |
$81.6K - $89.5K
|
8.03K
$1.06M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
695New |
$70K - $76.8K
|
695
$91.6K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
534+ 3.25% |
$53.8K - $59K
|
17K
$2.24M
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
464New |
$46.7K - $51.3K
|
464
$61.2K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
277New |
$27.9K - $30.6K
|
277
$36.5K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 4.82% |
$23.5K - $25.7K
|
5.06K
$667K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
218+ 9.52% |
$21.9K - $24.1K
|
2.51K
$330K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
207+ 4.93% |
$20.8K - $22.9K
|
4.41K
$581K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$19.6K - $21.5K
|
195
$25.7K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
184+ 3.96% |
$18.5K - $20.3K
|
4.83K
$637K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
183+ 126.21% |
$18.4K - $20.2K
|
328
$43.2K
|