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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
61New |
$6.57K - $7.32K
|
61
$7.2K
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
60+ 0.23% |
$6.46K - $7.2K
|
26.1K
$3.09M
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
57+ 0.56% |
$6.14K - $6.84K
|
10.3K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
55+ 1.62% |
$5.92K - $6.6K
|
3.46K
$408K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54New |
$5.82K - $6.48K
|
54
$6.38K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.35% |
$5.82K - $6.48K
|
15.6K
$1.84M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54+ 8.17% |
$5.82K - $6.48K
|
715
$84.4K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
53+ 2.48% |
$5.71K - $6.36K
|
2.19K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
49+ 1.77% |
$5.28K - $5.88K
|
2.82K
$332K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47+ 0.56% |
$5.06K - $5.64K
|
8.48K
$1M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.96K - $5.52K
|
46
$5.43K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
45+ 1.16% |
$4.85K - $5.4K
|
3.92K
$463K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
44+ 0.9% |
$4.74K - $5.28K
|
4.93K
$581K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
43+ 0.12% |
$4.63K - $5.16K
|
36.8K
$4.34M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
38+ 1.64% |
$4.09K - $4.56K
|
2.36K
$279K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.6% |
$3.77K - $4.2K
|
5.92K
$699K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
33+ 0.52% |
$3.55K - $3.96K
|
6.4K
$755K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32+ 25.6% |
$3.45K - $3.84K
|
157
$18.5K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
30+ 5.73% |
$3.23K - $3.6K
|
554
$65.4K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.89% |
$2.69K - $3K
|
2.83K
$334K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
25+ 0.2% |
$2.69K - $3K
|
12.7K
$1.5M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.1% |
$2.69K - $3K
|
26K
$3.07M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
25+ 0.35% |
$2.69K - $3K
|
7.27K
$858K
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.24% |
$2.59K - $2.88K
|
10K
$1.19M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23+ 0.92% |
$2.48K - $2.76K
|
2.53K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 0.23% |
$2.15K - $2.4K
|
8.55K
$1.01M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20+ 0.69% |
$2.15K - $2.4K
|
2.93K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
18+ 0.35% |
$1.94K - $2.16K
|
5.09K
$601K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
18+ 0.35% |
$1.94K - $2.16K
|
5.09K
$601K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18+ 0.9% |
$1.94K - $2.16K
|
2.03K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.13% |
$1.62K - $1.8K
|
11.4K
$1.35M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 0.37% |
$1.62K - $1.8K
|
4.06K
$479K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15+ 0.34% |
$1.62K - $1.8K
|
4.46K
$527K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.35% |
$1.51K - $1.68K
|
4.05K
$478K
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.04% |
$1.4K - $1.56K
|
30.5K
$3.6M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 9.63% |
$1.4K - $1.56K
|
148
$17.5K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 70.59% |
$1.29K - $1.44K
|
29
$3.42K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.01% |
$1.29K - $1.44K
|
159K
$18.8M
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11+ 0.4% |
$1.18K - $1.32K
|
2.74K
$323K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11+ 0.06% |
$1.18K - $1.32K
|
17.6K
$2.08M
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.11% |
$1.18K - $1.32K
|
9.9K
$1.17M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.25% |
$1.18K - $1.32K
|
4.35K
$514K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.25% |
$1.08K - $1.2K
|
4K
$473K
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10+ 0.19% |
$1.08K - $1.2K
|
5.21K
$615K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.18K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 2.14% |
$1.08K - $1.2K
|
477
$56.3K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.18% |
$1.08K - $1.2K
|
5.59K
$660K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10+ 0.26% |
$1.08K - $1.2K
|
3.9K
$460K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9+ 0.39% |
$969 - $1.08K
|
2.31K
$273K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
9+ 0.13% |
$969 - $1.08K
|
6.92K
$817K
|