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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
57+ 9.93% |
$5.35K - $6.16K
|
631
$74.5K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
48New |
$4.5K - $5.19K
|
48
$5.67K
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
4.55MNew |
$461M - $497M
|
4.55M
$537M
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
390KNew |
$39.6M - $42.6M
|
390K
$46.1M
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
600New |
$60.9K - $65.5K
|
600
$70.8K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
477New |
$48.4K - $52.1K
|
477
$56.3K
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
302+ 12.6% |
$30.6K - $33K
|
2.7K
$319K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
145New |
$14.7K - $15.8K
|
145
$17.1K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40New |
$4.06K - $4.37K
|
40
$4.72K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25New |
$2.54K - $2.73K
|
25
$2.95K
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
48K+ 7.23% |
$4.87M - $5.17M
|
712K
$84M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
400New |
$40.6K - $43.1K
|
400
$47.2K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4New |
$406 - $431
|
4
$472
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 7.69% |
$102 - $108
|
14
$1.65K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 6.25% |
$102 - $108
|
17
$2.01K
|
|
Q2 2021 | |||||||
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
14.3KNew |
$1.41M - $1.5M
|
14.3K
$1.69M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.36KNew |
$725K - $769K
|
7.36K
$869K
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.01KNew |
$198K - $210K
|
2.01K
$237K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.5KNew |
$148K - $157K
|
1.5K
$177K
|
|
Q1 2021 | |||||||
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.5KNew |
$230K - $247K
|
2.5K
$295K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.05K+ 174.83% |
$96.6K - $104K
|
1.65K
$195K
|
|
Q4 2020 | |||||||
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$790K - $926K
|
10K
$1.18M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
2.85KNew |
$225K - $264K
|
2.85K
$337K
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
375New |
$29.6K - $34.7K
|
375
$44.3K
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
370New |
$29.2K - $34.3K
|
370
$43.7K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100New |
$7.53K - $8.51K
|
100
$11.8K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.68KNew |
$221K - $289K
|
3.68K
$435K
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.1KNew |
$186K - $243K
|
3.1K
$365K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 0.07% |
$420 - $549
|
10.1K
$1.19M
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
340New |
$18.5K - $28.3K
|
340
$40.1K
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
270New |
$14.7K - $22.5K
|
270
$31.9K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.97K+ 38.2% |
$296K - $302K
|
14.3K
$1.69M
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
34+ 5.93% |
$2.53K - $2.59K
|
607
$71.7K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
84+ 8400.0% |
N/A
|
85
$10K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Barclays PLC
London, X0 |
BUY
|
CALL |
500KNew |
N/A
|
500K
$59M
|
|
Q1 2018 | |||||||
May 08, 2018
Q1 2018
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
913New |
N/A
|
913
$108K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
119KNew |
N/A
|
119K
$14M
|
|
Nov 13, 2017
Q3 2017
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
17KNew |
N/A
|
17K
$2.01M
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$1.61M
|
|
Nov 14, 2017
Q3 2017
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
N/A
|
100
$11.8K
|