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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$5.01K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
24+ 0.25% |
$2.14K - $2.47K
|
9.6K
$1.26M
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11New |
$979 - $1.13K
|
11
$1.45K
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
10New |
$890 - $1.03K
|
10
$1.32K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.89% |
$178 - $206
|
227
$29.9K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1New |
$89 - $103
|
1
$132
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
154KNew |
$14.3M - $15.5M
|
154K
$20.3M
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50K+ 25.0% |
$4.64M - $5.03M
|
250K
$33M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.14KNew |
$662K - $718K
|
7.14K
$941K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
689New |
$63.9K - $69.3K
|
689
$90.8K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400+ 40000.0% |
$37.1K - $40.2K
|
401
$52.9K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
316New |
$29.3K - $31.8K
|
316
$41.7K
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
194+ 6.66% |
$18K - $19.5K
|
3.11K
$410K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
175New |
$16.2K - $17.6K
|
175
$23.1K
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
160+ 3.85% |
$14.8K - $16.1K
|
4.32K
$569K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
97New |
$9K - $9.76K
|
97
$12.8K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
77+ 2.15% |
$7.14K - $7.75K
|
3.66K
$483K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 175.0% |
$6.5K - $7.04K
|
110
$14.5K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$2.78K - $3.02K
|
17.6K
$2.32M
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.48% |
$1.76K - $1.91K
|
3.99K
$526K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.11K - $1.21K
|
3.53K
$466K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 0.25% |
$835 - $905
|
3.59K
$474K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.09% |
$742 - $805
|
8.61K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.09% |
$186 - $201
|
2.19K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$92.8 - $101
|
14.6K
$1.92M
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.23K+ 53.59% |
$478K - $513K
|
15K
$1.98M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.34K+ 9.87% |
$305K - $328K
|
37.2K
$4.9M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.18KNew |
$290K - $312K
|
3.18K
$419K
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.97KNew |
$272K - $292K
|
2.97K
$392K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.69KNew |
$246K - $264K
|
2.69K
$355K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.3KNew |
$210K - $226K
|
2.3K
$303K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
537New |
$49K - $52.7K
|
537
$70.8K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
317+ 7.27% |
$29K - $31.1K
|
4.68K
$616K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
285New |
$26K - $27.9K
|
285
$37.6K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
273+ 1.99% |
$24.9K - $26.8K
|
14K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
262New |
$23.9K - $25.7K
|
262
$34.5K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
138+ 0.53% |
$12.6K - $13.5K
|
26.2K
$3.46M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111New |
$10.1K - $10.9K
|
111
$14.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$6.58K - $7.06K
|
72
$9.49K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
41New |
$3.74K - $4.02K
|
41
$5.4K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33+ 0.23% |
$3.01K - $3.24K
|
14.1K
$1.86M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.74K - $2.94K
|
30
$3.95K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6New |
$548 - $588
|
6
$791
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.19% |
$457 - $490
|
2.67K
$352K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.58% |
$365 - $392
|
691
$91.1K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$91.3 - $98.1
|
736
$97K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.1KNew |
$871K - $955K
|
10.1K
$1.33M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
5K+ 14.54% |
$431K - $473K
|
39.4K
$5.19M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.12KNew |
$355K - $389K
|
4.12K
$542K
|