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 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
52+ 1.04% |
$5.98K - $6.45K
|
5.04K
$645K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
52+ 2.95% |
$5.98K - $6.45K
|
1.82K
$232K
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52+ 1.62% |
$5.98K - $6.45K
|
3.25K
$416K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
50+ 2.42% |
$5.75K - $6.2K
|
2.12K
$271K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
49+ 4.0% |
$5.64K - $6.07K
|
1.27K
$163K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
49+ 0.38% |
$5.64K - $6.07K
|
12.8K
$1.64M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
49+ 15.86% |
$5.64K - $6.07K
|
358
$45.8K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 0.73% |
$5.29K - $5.7K
|
6.34K
$811K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
45+ 0.17% |
$5.18K - $5.58K
|
27.3K
$3.49M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
43+ 2.46% |
$4.95K - $5.33K
|
1.79K
$229K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
41+ 0.4% |
$4.72K - $5.08K
|
10.2K
$1.31M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
41New |
$4.72K - $5.08K
|
41
$5.25K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
40+ 1.64% |
$4.6K - $4.96K
|
2.48K
$318K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
40+ 1.56% |
$4.6K - $4.96K
|
2.61K
$334K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 15.48% |
$4.49K - $4.83K
|
291
$37.2K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
39+ 2.02% |
$4.49K - $4.83K
|
1.97K
$252K
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$4.86K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.37K - $4.71K
|
38
$4.86K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
37+ 0.6% |
$4.26K - $4.59K
|
6.23K
$797K
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
34+ 0.05% |
$3.91K - $4.21K
|
62.1K
$7.95M
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
31+ 1.99% |
$3.57K - $3.84K
|
1.59K
$204K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 92.59% |
$2.88K - $3.1K
|
52
$6.66K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
23+ 0.31% |
$2.65K - $2.85K
|
7.34K
$940K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
22+ 0.22% |
$2.53K - $2.73K
|
10.1K
$1.3M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.09% |
$2.42K - $2.6K
|
22.5K
$2.88M
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20+ 0.85% |
$2.3K - $2.48K
|
2.36K
$302K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.46% |
$2.19K - $2.36K
|
4.16K
$532K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18+ 0.21% |
$2.07K - $2.23K
|
8.61K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
18+ 1.31% |
$2.07K - $2.23K
|
1.39K
$178K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17+ 0.58% |
$1.96K - $2.11K
|
2.97K
$380K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
16+ 0.31% |
$1.84K - $1.98K
|
5.15K
$659K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
$1.73K - $1.86K
|
15
$1.92K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15+ 65.22% |
$1.73K - $1.86K
|
38
$4.86K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.32% |
$1.73K - $1.86K
|
4.67K
$598K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 9.55% |
$1.73K - $1.86K
|
172
$22K
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.34% |
$1.61K - $1.74K
|
4.09K
$524K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.31% |
$1.61K - $1.74K
|
4.57K
$585K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.17% |
$1.61K - $1.74K
|
660
$84.5K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.34% |
$1.61K - $1.74K
|
4.1K
$525K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$1.61K - $1.74K
|
40.7K
$5.21M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 2.11% |
$1.5K - $1.61K
|
630
$80.6K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
12+ 0.1% |
$1.38K - $1.49K
|
11.6K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.38K - $1.49K
|
2.63K
$337K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
12+ 7.45% |
$1.38K - $1.49K
|
173
$22.1K
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.43% |
$1.38K - $1.49K
|
2.8K
$359K
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
12+ 0.58% |
$1.38K - $1.49K
|
2.09K
$267K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
11+ 0.3% |
$1.27K - $1.36K
|
3.7K
$473K
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.32% |
$1.27K - $1.36K
|
3.49K
$446K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.07% |
$1.27K - $1.36K
|
14.8K
$1.89M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
11+ 0.28% |
$1.27K - $1.36K
|
3.92K
$501K
|