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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.03K- 11.07% |
$93.9K - $101K
|
8.26K
$975K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-402- 12.62% |
$36.7K - $39.4K
|
2.78K
$329K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-142K- 98.91% |
$12.2M - $13.4M
|
1.56K
$184K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.53K- 33.56% |
$391K - $428K
|
8.97K
$1.06M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.02K- 40.26% |
$261K - $286K
|
4.49K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-205- 6.03% |
$17.7K - $19.4K
|
3.2K
$377K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-114- 3.95% |
$9.83K - $10.8K
|
2.77K
$327K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-91Closed |
$7.85K - $8.6K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-942K- 98.84% |
$74.1M - $85.8M
|
11.1K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-165K- 97.75% |
$13M - $15M
|
3.79K
$447K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-33.8K- 8.63% |
$2.66M - $3.08M
|
358K
$42.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-25K- 19.13% |
$1.97M - $2.28M
|
106K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 31.95% |
$417K - $483K
|
11.3K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.96K- 30.02% |
$233K - $269K
|
6.89K
$814K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.03K- 21.95% |
$160K - $185K
|
7.21K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-760- 25.14% |
$59.8K - $69.2K
|
2.26K
$267K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-450- 5.83% |
$35.4K - $41K
|
7.27K
$858K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-226- 7.95% |
$17.8K - $20.6K
|
2.62K
$309K
|
|
|
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
$325K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-83- 28.04% |
$6.53K - $7.56K
|
213
$25.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-41- 45.56% |
$3.23K - $3.73K
|
49
$5.78K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-30- 8.04% |
$2.36K - $2.73K
|
343
$40.5K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-140K- 95.83% |
$11M - $13.2M
|
6.09K
$719K
|
|
|
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
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.5K- 7.46% |
$1.07M - $1.28M
|
168K
$19.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-290- 99.66% |
$22.9K - $27.4K
|
1
$118
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-144- 25.0% |
$11.4K - $13.6K
|
432
$51K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-143- 4.47% |
$11.3K - $13.5K
|
3.06K
$361K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-128- 2.01% |
$10.1K - $12.1K
|
6.23K
$735K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 50.0% |
$7.89K - $9.45K
|
100
$11.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 24.05% |
$7.49K - $8.98K
|
300
$35.4K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-85Closed |
$6.7K - $8.03K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-55- 1.49% |
$4.34K - $5.2K
|
3.65K
$430K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-18- 0.64% |
$1.42K - $1.7K
|
2.8K
$331K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3- 9.09% |
$237 - $283
|
30
$3.54K
|
|
| 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
$87.4M
|
|
|
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
$6.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-54.8KClosed |
$4.59M - $5.63M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-45.8K- 32.83% |
$3.84M - $4.71M
|
93.7K
$11.1M
|
|
|
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
$40.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.92K- 48.81% |
$832K - $1.02M
|
10.4K
$1.23M
|
|
|
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
$1.14M
|
|