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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.3K+ 24.14% |
$140K - $156K
|
6.67K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.28K+ 9.56% |
$138K - $153K
|
14.6K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.24K+ 1.51% |
$134K - $149K
|
83.4K
$9.84M
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.23K+ 1.23% |
$132K - $147K
|
101K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.19KNew |
$128K - $142K
|
1.19K
$140K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14K+ 3.6% |
$123K - $137K
|
32.8K
$3.87M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.09K+ 32.01% |
$117K - $131K
|
4.49K
$530K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.09K+ 8.73% |
$117K - $130K
|
13.5K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.07K+ 35.61% |
$115K - $128K
|
4.07K
$480K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07K+ 11.78% |
$115K - $128K
|
10.1K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.05K+ 2.12% |
$113K - $125K
|
50.2K
$5.93M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.02K+ 1.32% |
$110K - $122K
|
78K
$9.21M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
978+ 0.27% |
$105K - $117K
|
358K
$42.2M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
975+ 1.06% |
$105K - $117K
|
92.6K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
970+ 43.21% |
$104K - $116K
|
3.22K
$380K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
956+ 1.29% |
$103K - $115K
|
74.8K
$8.83M
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
948+ 1.11% |
$102K - $114K
|
86.3K
$10.2M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
925+ 7.94% |
$99.6K - $111K
|
12.6K
$1.49M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
924+ 5.15% |
$99.5K - $111K
|
18.9K
$2.23M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
874+ 6.14% |
$94.1K - $105K
|
15.1K
$1.78M
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
864+ 3.66% |
$93.1K - $104K
|
24.5K
$2.89M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
854+ 2.14% |
$92K - $102K
|
40.7K
$4.81M
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
852+ 21.46% |
$91.8K - $102K
|
4.82K
$569K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
851+ 23.0% |
$91.7K - $102K
|
4.55K
$537K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
846+ 1.5% |
$91.1K - $101K
|
57.3K
$6.76M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
828+ 26.14% |
$89.2K - $99.3K
|
4K
$472K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
801+ 2.84% |
$86.3K - $96.1K
|
29K
$3.42M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
754+ 5.99% |
$81.2K - $90.4K
|
13.3K
$1.58M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
754+ 6.05% |
$81.2K - $90.4K
|
13.2K
$1.56M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
747+ 0.13% |
$80.5K - $89.6K
|
585K
$69.1M
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
742+ 14.4% |
$79.9K - $89K
|
5.89K
$696K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
716+ 3.56% |
$77.1K - $85.9K
|
20.8K
$2.46M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$75.4K - $84K
|
700
$82.6K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
697+ 2.5% |
$75.1K - $83.6K
|
28.6K
$3.38M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
683+ 0.39% |
$73.6K - $81.9K
|
177K
$20.9M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
676+ 9.85% |
$72.8K - $81.1K
|
7.54K
$890K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
676+ 25.7% |
$72.8K - $81.1K
|
3.31K
$390K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
665+ 7.34% |
$71.6K - $79.8K
|
9.72K
$1.15M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
655+ 5.71% |
$70.6K - $78.6K
|
12.1K
$1.43M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
645+ 0.45% |
$69.5K - $77.4K
|
143K
$16.8M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
642New |
$69.2K - $77K
|
642
$75.8K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
642+ 36.15% |
$69.2K - $77K
|
2.42K
$285K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
635+ 13.51% |
$68.4K - $76.2K
|
5.34K
$630K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
631New |
$68K - $75.7K
|
631
$74.5K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
617+ 18.97% |
$66.5K - $74K
|
3.87K
$457K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
611+ 19.06% |
$65.8K - $73.3K
|
3.82K
$451K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
586+ 8.25% |
$63.1K - $70.3K
|
7.69K
$908K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
582+ 28.96% |
$62.7K - $69.8K
|
2.59K
$306K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
577+ 5.28% |
$62.2K - $69.2K
|
11.5K
$1.36M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
550+ 2.48% |
$59.2K - $66K
|
22.7K
$2.68M
|