Institutional Ownership Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT). We have compiled data on the 999 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
9,871
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
9,868
shares
|
$1.19 Million
0.58% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
9,809
shares
|
$1.18 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,806
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
9,794
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,788
shares
|
$1.18 Million
0.58% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,721
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9,679
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
9,529
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2024
Added 185.56%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
9,511
shares
|
$1.15 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
9,364
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,192
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
9,006
shares
|
$1.09 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
8,999
shares
|
$1.09 Million
0.35% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,970
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2023
Reduced 33.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,909
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 59.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,891
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
8,887
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
8,860
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,684
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
8,663
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,614
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2023
Added 0.09%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
8,577
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,566
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,554
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 0.23%
|