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 998 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 $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
54,475
shares
|
$6.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,588
shares
|
$6.4 Million
0.01% of portfolio
|
Q2 2022
Reduced 2.56%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
53,393
shares
|
$6.38 Million
0.43% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
52,371
shares
|
$6.26 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
51,333
shares
|
$6.13 Million
0.08% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
50,305
shares
|
$6.01 Million
0.33% of portfolio
|
Q4 2023
Added 3.29%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
50,234
shares
|
$6 Million
2.32% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
49,953
shares
|
$5.97 Million
0.16% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
49,137
shares
|
$5.87 Million
0.53% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
48,934
shares
|
$5.85 Million
1.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
48,291
shares
|
$5.77 Million
0.06% of portfolio
|
Q2 2024
Reduced 40.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,656
shares
|
$5.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
47,555
shares
|
$5.68 Million
0.03% of portfolio
|
Q2 2023
Reduced 76.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
47,371
shares
|
$5.66 Million
0.13% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
47,280
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
47,122
shares
|
$5.63 Million
2.37% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
46,642
shares
|
$5.57 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
46,504
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
46,424
shares
|
$5.55 Million
0.56% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
46,400
shares
|
$5.54 Million
0.11% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
45,876
shares
|
$5.48 Million
0.09% of portfolio
|
Q3 2024
Added 2192.65%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
44,942
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
44,774
shares
|
$5.35 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
44,540
shares
|
$5.32 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,088
shares
|
$5.27 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.97%
|