Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-760- 25.14% |
$59.8K - $69.2K
|
2.26K
$309K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-450- 5.83% |
$35.4K - $41K
|
7.27K
$993K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-226- 7.95% |
$17.8K - $20.6K
|
2.62K
$357K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-196Closed |
$15.4K - $17.8K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-90- 3.16% |
$7.08K - $8.2K
|
2.76K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-83- 28.04% |
$6.53K - $7.56K
|
213
$29.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-41- 45.56% |
$3.23K - $3.73K
|
49
$6.69K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-30- 8.04% |
$2.36K - $2.73K
|
343
$46.9K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-140K- 95.83% |
$11M - $13.2M
|
6.09K
$832K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-32KClosed |
$2.52M - $3.02M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-18.7K- 61.41% |
$1.48M - $1.77M
|
11.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.5K- 7.46% |
$1.07M - $1.28M
|
168K
$22.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-290- 99.66% |
$22.9K - $27.4K
|
1
$137
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-144- 25.0% |
$11.4K - $13.6K
|
432
$59K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-143- 4.47% |
$11.3K - $13.5K
|
3.06K
$417K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-128- 2.01% |
$10.1K - $12.1K
|
6.23K
$851K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 50.0% |
$7.89K - $9.45K
|
100
$13.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 24.05% |
$7.49K - $8.98K
|
300
$41K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-85Closed |
$6.7K - $8.03K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-18- 0.64% |
$1.42K - $1.7K
|
2.8K
$383K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3- 9.09% |
$237 - $283
|
30
$4.1K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-487KClosed |
$40.9M - $50.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Kemper Corp
|
SELL
|
- |
-366K- 33.07% |
$30.7M - $37.6M
|
740K
$101M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-158KClosed |
$13.3M - $16.3M
|
0
$0
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-95.1KClosed |
$7.98M - $9.77M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-82.3K- 58.47% |
$6.9M - $8.46M
|
58.4K
$7.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-28.8KClosed |
$2.42M - $2.96M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-20.8KClosed |
$1.74M - $2.14M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 97.03% |
$947K - $1.16M
|
346
$47.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.92K- 48.81% |
$832K - $1.02M
|
10.4K
$1.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
$675K - $827K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-7.99K- 45.2% |
$670K - $821K
|
9.69K
$1.32M
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.2KClosed |
$604K - $740K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.97KClosed |
$333K - $408K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.93KClosed |
$330K - $404K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.89KClosed |
$327K - $400K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.46KClosed |
$290K - $355K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.69KClosed |
$226K - $277K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.66KClosed |
$223K - $273K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.48KClosed |
$208K - $255K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.45KClosed |
$205K - $252K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.28KClosed |
$191K - $234K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.28KClosed |
$191K - $234K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.27KClosed |
$190K - $233K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.22KClosed |
$186K - $228K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.19KClosed |
$184K - $225K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.1KClosed |
$176K - $216K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.04KClosed |
$171K - $210K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.03KClosed |
$170K - $209K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.02KClosed |
$169K - $207K
|
0
$0
|
|