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 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
201KNew |
$15.8M - $18.3M
|
201K
$25.7M
|
|
Jan 31, 2023
Q4 2022
|
Schroders Is LTD
|
BUY
|
- |
107K+ 1251.98% |
$8.45M - $9.78M
|
116K
$14.8M
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 177.22% |
$2.23M - $2.59M
|
44.4K
$5.68M
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
26.2KNew |
$2.06M - $2.39M
|
26.2K
$3.35M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.7KNew |
$2.02M - $2.34M
|
25.7K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
25.4KNew |
$2M - $2.31M
|
25.4K
$3.25M
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.56KNew |
$595K - $688K
|
7.56K
$968K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.5KNew |
$590K - $683K
|
7.5K
$960K
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.17KNew |
$564K - $653K
|
7.17K
$918K
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.48K+ 112.98% |
$431K - $499K
|
10.3K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.32K+ 417.5% |
$418K - $484K
|
6.59K
$844K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.28KNew |
$336K - $389K
|
4.28K
$547K
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.4KNew |
$189K - $219K
|
2.4K
$307K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.7K+ 15.29% |
$134K - $155K
|
12.8K
$1.64M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
647New |
$50.9K - $58.9K
|
647
$82.8K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
620New |
$48.8K - $56.5K
|
620
$79.4K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
588New |
$46.3K - $53.5K
|
588
$75.3K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
480New |
$37.8K - $43.7K
|
480
$61.4K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
377New |
$29.7K - $34.3K
|
377
$48.3K
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
350+ 9.75% |
$27.5K - $31.9K
|
3.94K
$504K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
176New |
$13.8K - $16K
|
176
$22.5K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
152+ 73.79% |
$12K - $13.8K
|
358
$45.8K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55New |
$4.33K - $5.01K
|
55
$7.04K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.97K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$1.49K - $1.73K
|
19
$2.43K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
53.4K+ 90.74% |
$4.21M - $5.04M
|
112K
$14.4M
|
|
Nov 02, 2022
Q3 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
35.3K+ 112.58% |
$2.78M - $3.33M
|
66.6K
$8.52M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
23.8KNew |
$1.88M - $2.25M
|
23.8K
$3.05M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14K+ 92.18% |
$1.1M - $1.32M
|
29.1K
$3.73M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.75KNew |
$375K - $449K
|
4.75K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.38KNew |
$345K - $414K
|
4.38K
$561K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$316K - $379K
|
4.01K
$513K
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$266K - $318K
|
3.37K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.64KNew |
$209K - $250K
|
2.64K
$338K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1.4KNew |
$110K - $132K
|
1.4K
$179K
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.09K+ 24.87% |
$85.7K - $103K
|
5.46K
$699K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
800+ 2.91% |
$63.1K - $75.6K
|
28.3K
$3.62M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
776+ 13.9% |
$61.2K - $73.3K
|
6.36K
$814K
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
769+ 26.95% |
$60.7K - $72.7K
|
3.62K
$464K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$55.2K - $66.1K
|
700
$89.6K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
460New |
$36.3K - $43.5K
|
460
$58.9K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
457New |
$36K - $43.2K
|
457
$58.5K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
217New |
$17.1K - $20.5K
|
217
$27.8K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
164New |
$12.9K - $15.5K
|
164
$21K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
121New |
$9.54K - $11.4K
|
121
$15.5K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
106+ 3.02% |
$8.36K - $10K
|
3.62K
$463K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
102New |
$8.05K - $9.64K
|
102
$13.1K
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
45+ 1.55% |
$3.55K - $4.25K
|
2.95K
$378K
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33+ 25.98% |
$2.6K - $3.12K
|
160
$20.5K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$1.66K - $1.98K
|
21
$2.69K
|