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 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181New |
$18.2K - $20K
|
181
$23.9K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
147+ 10.75% |
$14.8K - $16.2K
|
1.51K
$200K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
113New |
$11.4K - $12.5K
|
113
$14.9K
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100New |
$10.1K - $11.1K
|
100
$13.2K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$2.52K - $2.76K
|
25
$3.3K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
23+ 0.67% |
$2.32K - $2.54K
|
3.43K
$453K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
22+ 37.29% |
$2.21K - $2.43K
|
81
$10.7K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.81K - $1.99K
|
18
$2.37K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$2.11K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.23% |
$906 - $995
|
3.86K
$509K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$403 - $442
|
4
$527
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 2.53% |
$201 - $221
|
81
$10.7K
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.42% |
$101 - $111
|
241
$31.8K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $111
|
2.26K
$298K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.49% |
$101 - $111
|
68
$8.96K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
220KNew |
$19.5M - $22.6M
|
220K
$28.9M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.38M - $2.76M
|
26.8K
$3.53M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
26.7KNew |
$2.37M - $2.75M
|
26.7K
$3.52M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.9KNew |
$1.86M - $2.15M
|
20.9K
$2.75M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.6KNew |
$676K - $784K
|
7.6K
$1M
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.53KNew |
$581K - $673K
|
6.53K
$860K
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.44KNew |
$484K - $561K
|
5.44K
$717K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.36K+ 7.23% |
$388K - $449K
|
64.6K
$8.51M
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
4.22KNew |
$376K - $435K
|
4.22K
$556K
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$355K - $412K
|
4K
$527K
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.42KNew |
$305K - $353K
|
3.42K
$451K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$267K - $309K
|
3K
$395K
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.52KNew |
$225K - $260K
|
2.52K
$333K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.16KNew |
$192K - $222K
|
2.16K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.14KNew |
$190K - $220K
|
2.14K
$281K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.13KNew |
$190K - $220K
|
2.13K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.09KNew |
$186K - $216K
|
2.09K
$276K
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.02KNew |
$180K - $208K
|
2.02K
$266K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$264K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$264K
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$264K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.79K+ 6.43% |
$159K - $184K
|
29.6K
$3.9M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.6K+ 3.29% |
$142K - $165K
|
50.3K
$6.63M
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.57K+ 42.38% |
$140K - $162K
|
5.29K
$697K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
819New |
$72.9K - $84.4K
|
819
$108K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$62.3K - $72.2K
|
900
$119K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
521New |
$46.4K - $53.7K
|
521
$68.7K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
415New |
$36.9K - $42.8K
|
415
$54.7K
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
379+ 14.18% |
$33.7K - $39.1K
|
3.05K
$402K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
284New |
$25.3K - $29.3K
|
284
$37.4K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
229+ 0.65% |
$20.4K - $23.6K
|
35.6K
$4.69M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
206New |
$18.3K - $21.2K
|
206
$27.2K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
57New |
$5.07K - $5.88K
|
57
$7.51K
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 2.13% |
$4.72K - $5.46K
|
2.54K
$335K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$5.01K
|